What's Next For Accounting? - Issue #96
Jason Staats
August 17, 2023
💡 Pull Background Info About A Prospect
The most popular ChatGPT plugin from this weekend’s video was Clearbit - an automated way to creep on strangers on the internet. But like, for business.
Provide an email address and it’ll go fetch details like businesses they’re associated with, estimated revenue, number of employees, even the tech they use.
It’s a tool used heavily by software companies to score leads in a more automated way, because in the end we’re all just numbers in a simulation.
It’s worth noting Clearbit won’t be accurate 100% of the time - but it can be a good jumping-off point to gather more info about a lead.
The service integrates with some CRMs to pull that info automatically, but now with a free account you can pull those details via ChatGPT.
💎This Week's Sponsor
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📅 This Week
The above stemmed from a project combing through over 800 ChatGPT plugins to pull out the 11 best plugins for accountants
I’m headed to Xerocon today! If you’re in Sydney please say hello 👋
Zapier released a much improved visual editor 🎉
Receiptor launched QBO & Xero integrations to push receipts & invoices direct from an email inbox to the accounting file
QuickBooks Connect registration is now open - come hang with me and Ryan Reynolds
Here’s a recording of an AI talk I did with Blake Oliver on Tuesday
My roundup of the top small accounting firm trends of 2023
😍From The Community
My private peer networking community Realize for firm leaders, now capped at 500 members. We’ll be permanently raising the price for new members in a couple weeks.
08/18 🍹 Community Organized Event - Virtual Happy Hour with Michael Rey
08/21 🕸️ Into The Chadiverse with Chad Davis
08/23 🌴 Take A Step Back with Geraldine Carter
08/24 🥸 Role Play - Match Made in Heaven with Nayo Carter-Gray
09/05 💘 Swiping Right - Disengagements - Graceful Endings with Kellie Parks
09/07 💻 Demo Day - QuickFee with Jason Staats
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