What's Next For Accounting? - Issue #96
💡 Pull Background Info About A Prospect
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
Have a product or job opening to advertise? Reply to this email for more info.
📅 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
▮▮▮▮▮▮▮▮▮▮▮▮▯▯▯▯▯▯▯▯ 337/500 members