AI You Can Use Today In Accounting with Giles Pearson

As a small business owner, I've had my share of accounting, tax, bank feed, and app issues. Some could say I'm a mess, kind of like some of your clients. But as I reflect on the last three years of my business, the one app that I've had not any problems with is on pay. It's been said it and forget it payroll. Stay tuned to hear more from our sponsor on pay later in the episode. So, instead of creating all these templates for your emails, you can simply create a prompt. And then it will customize the email based on the client and the sender. And John no doubt will use chat GPT to distill that email down to two bullet points. We're working on your return. At what point do we have our Outlook inboxes replying to each other and talking to each other, right? Have your email client talk to my email client and set up a meeting. Coming to you weekly from the on pay recording studio, this is the cloud accounting podcast. Welcome to the cloud accounting podcast. I'm Blake Oliver. I'm David Leary. And unfortunately, we have to start this episode with some terrible, just horrible news. T-Shoots founder Matt Ristle is dead in an apparent murder suicide in his home in Idaho. David, you personally knew Matt Ristle. I met him a handful of times. I didn't really know him all that well. I do know that T-Shoots is one of the first real success stories in the whole cloud accounting world. It was one of the first apps to get acquired by Intuit for massive sums of money. And it turns out that the first episode we ever did together of this show, episode three of this podcast, we were talking about T-Shoots getting acquired by Intuit. And it's why you invited me on. That's why I invited you on the show. I also want to welcome Giles Pearson, our guest today. Giles, welcome to the show. Hi guys. Welcome from New Zealand. And it's great to be here with you. Apologies that for the, I don't know, how do you describe it? It's just normally on this show we don't talk about stuff like this. It's not our usual, we can be negative about things, but we're not usually talking about bad news like this. And I wrote a bunch of notes. It's been pretty much dominating my thought process the last 24 hours. And if you can appease me a little Blake and the listeners, I'd like to talk about some things. Yeah, I think it would be great if you could just tell the story of T-Shoots because it's so tied into Matt Ristle. Yeah. First, I just want to get the facts out there for the folks who haven't heard if that's all right. So this comes out of BoiseDev.com, their local paper. Matt Ristle, founder of Eagle Company T-Shoots is dead after a shooting at his Eagle home, early this morning. The coroner said he died from a gunshot wound to the head and said it was a suicide. And when the police arrived, shortly after midnight they found Ristle dead and another woman in the home badly injured, who, I have not seen this in the news, but I understand it was his wife who survived, but is in critical condition. And the case appears to be according to the police and attempted murder slash suicide. Ristle said it appears Ristle shot the woman and then turned the gun on himself. Ristle was 46 years old. So with that, you know, three kids. And he had three kids, he has three kids. So anyway, David, yeah, would you mind sort of telling the story of T-Shoots and why this is so important? Like, first off, obviously, this is like horrible, horrible, horrible nightmare tragedy. Like, how do you look at it? There's no way else to look at this. And you know, there could be an entire podcast or show about guns and mental health and going on those paths. But nobody really knows what's happening. I've gotten texts. There's speculation and things like that. And that's not going to help anybody in this thing to do that. Pretty much the last day, it's the only thing my wife and I have talked about, my wife and my wife, like we've known each other. But I don't know that there's thousands of accounts are counting in bookkeeping our community, right? Thousands of people who have been impacted by this and our every motions all over the board on this. Because you know, everybody has a Matt story or a T-Shoot story. Yeah. Everybody has one. And you know, I've been really strolling to digest this a little bit the last 24 hours. And you know, I would, I knew you'd have to talk about on the podcast. But some part of me was like, we shouldn't even talk about it on the podcast. And then, you know, as I've just been digesting this and the thoughts are swearing in my head, the more I thought about it, you can't tell the history of cloud accounting. Like, if you're going to write a book, the history of the cloud accounting story, you could not write that book without chapter about Matt and T-Shoots. And that's why it's kind of important to talk about it on the show. And I think it's just important to kind of pause and acknowledge the ripple effect Matt and T-Shoots had on this entire industry because it's very, very huge. I mean, in fact, you already kind of brought it up. Maybe what we're doing right now, the cloud accounting podcast may not exist, right? If it wasn't for into it buying T-Shoots and you inviting me to be on the show, right? They may not exist, right? And acknowledging that. And those are the kind of ripple effects you know I'm talking about. So I'll kind of rewind a little bit because I think you can see where this like other things in the industry and how it's kind of tied together. So, you know, I kind of think of why these apps I first launched on the QuickBooks App Store is my app babies, right? I personally care about these apps. You know, wanted to see them succeed. And they were one of the app babies. And so Matt and I met in like 2012 and I was working with him to get his app launched on the QuickBooks App Store, right? And it was early, 12, 15 apps at that time might be on the App Store, maybe even less, right? No, it was more than seven. And at that time and to it was reviewing every app. So I was like doing a tech review of every single app that existed, right? And probably at that time I had 45 open tech reviews going on. And every one of them was a battle. Like I'd say, you know, Giles is a developer. He has an app. I would say, Giles, fix this in your app. And then that would go, I don't want to fix that. And it was just this battle. And I remember I got on a media, I tested the T-Shoots app and how it interacted with QuickBooks and I got on a phone call with their developer team and, you know, Matt and the rest of the founder, they were teeny then, right? And the meeting ends, they send me an email with their plans three or four days, they fix it all. And I instantly recognized that they were different from all the other companies I was working with. You know, T-Shoots was like special. The company themselves were special from day one. And so not much longer after that, somehow or another, I don't even know how or why I was in San Francisco. They were in San Francisco. We were all at the same hotel. And it was not an event. It was like early days. There was no QuickBooks Connect. There was none of these things that existed. And basically, so it was Matt, it was Brandon, the other founder and Jennifer who led the marketing team there. It was the four of us just sitting around at this hotel bar table. And basically, we drafted up the playbook on how to win the cloud accounting app space, right? What conferences to attend, who to connect with, who to partner with, what's right to give away, why you have to win with these accountants and bookkeepers and pro advisors, right? And then the rest kind of is history from there, right? I think at that point, now the rest of the world starts discovering and touching with T-Shoots. But think about it, right? You like that shirt you're wearing? From whatever app? That's from T-Shoots started that. These cloud accounting podcasters, this is just me ripping off T-Shoots, right? At some level, right? That gift back has swagged some apps into your house. That's T-Shoots. The number one accounting bookkeeping podcast in the world, that was a total Matt move. Matt like put a, I just copied T-Shoots when they said they were the number one app, right? These are, this is big in all those over the top conference parties, it's T-Shoots. Having your app, your sales and service team trained and certified in QuickBooks or Zero, T-Shoots started doing that first. Showing up to Tucson, to the Intuit Call Center and giving out $100 bills to employees, right? That safe T-Shoots on a phone call or your app name on a phone call, that was Matt first, right? He was doing that before anybody else. All you app developers that are sponsoring, for example, Joe Woodard scaling you high to conference and you hate how you can't have a gathering or a party or an event within 50 miles of the venue, right? Within 10 days of the event. That's the T-Shoots rule. It's because Matt and T-Shoots do these crazy parties. Getting reviews in the QuickBooks App Store, they, by far, the first app to hit 1,000 reviews, like miles ahead of everybody else and they set the bar for that. I'm probably forgetting like 10 other things. Another thing is like gusto. Then payroll and gusto may not exist where it's at today if it wasn't for T-Shoots. They basically launched their short. There was a bug in QuickBooks that didn't let developers like T-Shoots who are tracking overtime send the overtime data to QuickBooks for payroll. T-Shoots had all this momentum and all these customers and so they would just, well, our integration with gusto works and they would just send them, at that time, was then payroll. The first initial waves of customers that were going to gusto and send payroll were coming from T-Shoots. So apps are using. So I think, I don't want this to become, the other thing to think about too, is like all these apps you see doing things, right? They're just copying Matt and T-Shoots. They might not even, these new apps that are on the market today, they might even know T-Shoots even existed or witnessed T-Shoots because they're just copying the third or fourth variation of somebody who copied what T-Shoots did in this space. They created the playbook for how to build an app that solves a particular problem in our profession that integrates with QuickBooks or with ZeroNow. I don't want this to get confused with like praise because people are questioning, you know, we're a suicide, you praise somebody. But I just want everybody to pause and acknowledge that something you're using today, something at your desk, right? Something you see at the next conference is probably a little piece of Matt in it. It's just like that's the way to think about this. Well, the reason this is hard, like I didn't know him that well, but he was incredibly charismatic and even just meeting him a few times, like I could feel, you know, positive energy and that's what makes this so hard is like I can't reconcile the person I met with what happened. And I think that's what a lot of folks are going through. Just to put a number on what you're talking about, David, in 2017, T-Shoots was acquired by Intuit for $340 million in cash and other consideration. It was the first really big acquisition, the first really big, you know, financial impact and probably that in the mind of investors is what stimulated the whole economy that we have now in the accounting technology space. Yeah. And I think it also, like the, it proved that you, because you were in Boise, Idaho, for the longest time, well, if you were going to be a tech company, you have to be in San Francisco and it kind of proved these apps were just showing up in all these other towns and these tech hubs started appearing. So I know it's going to be weird, David, to like change your mindset and shift and just go now to a regular show. No, it feels good to be able to communicate that out because it's just, it's, yeah. So you know, you know, it's hard. You're grieving. You knew them well, but we're going to, we're going to change our mindset. We're going to pivot now and we're going to, we're going to do our regular show and okay. So I don't know. Let's, let's talk about something positive, right? Something that's actually very like exciting and positive and gets me really excited and that's chat, GPT and AI. And I know everybody's been talking about this a lot, but we've got some practical like applications of it. We've got demos of it. We've got it in the practice management software now and I've brought some videos. We can actually watch it in action. So if you haven't seen it or tried it for yourself and you're watching our live stream, you're going to actually see it. And if you're listening to the podcast episode, you could go find it on YouTube and watch that as well. We'll do our best to explain what's going on. And Giles, I think this will be interesting to you because you have been doing your own experiments in AI. So you run account tests, which is a, well, how would you describe account tests, Giles? So we help public accounting firms avoid bad hires. That's our raison d'etre, I guess. And we do that using skills tests and personality profiles to help you make sure you understand the candidate that you're looking to bring on board. And you've been playing around with AI by feeding it questions from your, not your personality tests, but your skills tests, right? Yeah, that's right. Look, we've been playing with it to try and help us develop some new questions. And that's actually hasn't worked that well to be fair. But we've certainly been feeding it questions both from our CPA level tests and sort of bottoming debit and credit test and just seeing how it goes and whether it, you know, we're at strengths and weaknesses lie. And I guess it's just fun at the stage, but actually the fun is getting serious and it's getting serious pretty fast. How is it doing? Like, if you had to rank CHAT GPT as a hire, how is it doing against a typical applicant for a staff accountant job, for instance? Well, so we had it sit our CPA public accounting test. So that's a bit of tax, a bit of advisory, a bit of reporting, a bit of sort of core accounting stuff. So, you know, what you'd expect say a client accounting manager or to be all over in most public accounting firms and it was on the 93rd percentile. So yeah, the top 7% of the norm groups, so behind all of these tests is a norm group of a whole bunch of people who've set these tests in the past. So yeah, it would, you will certainly choose it as your, well, likely choose it as your preferred candidate in terms of its technical understanding. And Charles, did you need training of this or did you just upload your questions and ask it for answers? I just uploaded the questions and asked for the answers. So this was just already in its basic train module, training that it's had. But it learned. So one of the questions we put up, it got it wrong and I went back and go, this is not right and this is why. And it goes, oh, you know, look, I'm really sorry about that. You know, I'm trying to get better all the time. And, you know, so I said to it, well, so when you get it right next time when I ask. And I then got one of my team members in the Philippines to upload the same question a week later and it got all right. So it's learning as well. It's learning. So it's amazing. And I've been talking with folks all week about AI in audit, in tax, in mainly an audit in tax, but also also Fpna. And I am just amazed at what it can do. And I'm really excited. We're on version four, GPT four, like it's been like four months and people are already finding practical applications for it. So. Oh, look, and there's some really exciting stuff coming down the pipe. Right. And certainly here in New Zealand, I know there is a product, you know, look, it's not imminent, but it's, but it's, but it's close. You know, and what this is going to be able to do is actually do that initial review of your client P and L. So at the moment, you know, you get the, you get the, the, the, the file in the door and somebody has to go through it and work out, you know, where all the bones are buried and basically go through the checklist. You know, everybody's got a checklist. So they basically automating this checklist using AI. And so it will be able to, sorry, David. Oh, so you see, so the, like the, like the file review, the first time you bring, sometimes before you even take on a client, like, let me just look at your file and kind of analyze it. So I give you a price. Oh, I think, no, this is more than that. This is, this is the, this is the initial review, say of a year end file. So it will be able to go through, compare to last year, drill into each of the accounts. So, you know, say repairs and maintenance or subscriptions or whatever you particularly want to drill into. If the invoices are upvoted, go and go and interrogate the invoice, propose journal entries to fix errors that it sees and be able to flag transactions that might have a tax impact so that you'd be able to go, you know, here's, here's an adjusting entry on my tax return. So essentially, you know, take that to its logical conclusion. The first time a human needs to touch that file is when the manager gets the file review with the proposed journal entries and here's the questions where you need to dig deeper or you need to think here's a, here's a transaction that looks like it might be capital, but, but they've, you know, the clients coded it to, to an expense. You know, here's my take on what it should be. Here's a copy of the invoice. You make the decision, you know, click yes or no. Balanchy. That's amazing. That's, you know, yeah, so, so that's, that's, that's not that far away. This episode of the Cloud Accounting Podcast is sponsored by OnPay. OnPay is built for accountants and with 30 plus years of payroll experience, they can be the payroll partner you can always rely on. They offer a dashboard to manage all your clients in one place and when I say manage, I probably should say balance that fine line between control and delegation. OnPay lets you keep 100% control. You can delegate payroll to someone at your firm or handoff payroll duties to your client. But no matter who runs payroll, OnPay always takes care of all tax payments and filings, even local filings. And with integrations with QuickBooks Online, Zero and QuickBooks Desktop, you can use OnPay across your entire client base regardless of the accounting GL they are using. OnPay's Partner Program offers free payroll for your firm, discounts or a rev share, and a dedicated support team of in-house payroll experts will do all the heavy lifting. From setting up your dashboard to adding your clients and their employees, they'll even enter any prior wages to make it easy to switch. If you're looking for a great product with great support to match, check out OnPay. To learn more about switching your clients to the award-winning OnPay payroll in HR, head over to cloudaccountingpodcast.promo.com. That is cloudaccountingpodcast.promo forward slash O-N-P-A-Y. OnPay, switch to better payroll. We should say that Giles, you are running account tests, a technology company, helping accountants hire better. What's faster and with confidence, I think, is your tagline. But you have a long career in accounting. You were a partner at PWC in New Zealand. That's right. I was a partner for 18 years and with them for 25 odd years. In an office about the size of your local shoe store, so we had 45 people in our office, four partners, it was like a sized firm, I guess, in regional USA. The experience, I guess, of our working environment was very similar to many, many accounting firms across the world. But overlaid, that was the PWC experience, I guess, which comes with its ups and its downs. You certainly learn a lot and you're working in an extremely supportive environment. So PWC, a little bit different in New Zealand, perhaps than in New York City. But still big four. It's relevant because we just had a question come in from one of our live stream viewers. Do you think the shortage is offset by outsourcing an AI? Talking about the talent shortage and accounting. Big four pushing layoffs has me nervous. What do you think about that, Giles? Well, I think AI is going to be challenging for the big four, but for all the profession because what AI is going to do is deal to all of those jobs that the interns and the college graduates do for their first three or four years. You've done audit, like, this AI... I did one on it. Okay. That was enough. Yeah, I hope it was a big one. AI is going to chew all of that stuff up real fast. And so I think that's a positive in terms of the talent shortage, although I think there's a time gap there with probably three to four years before that becomes a more serious issue. But I guess my bigger concern is how do we train our people who need... It's not that they need to do three years of mundane work. Three months of mundane work is probably enough to ground you into some of those things, but we do need them to get experience. And we need them to get that experience in a safe environment where actually they're all out there giving their opinions to clients when they clearly don't have the capability of doing that. So how do we bring people through? And I think that's a big challenge for the profession. And I worry whether our educational institutions are up for that challenge. I say that my entire career has been built on Google searches, knowing what questions to ask. And I don't see accounting programs. Now, look, there could be great ones out there. There could be not so great ones out there. But I think on the whole, most accounting programs are not teaching their students to ask questions. It's here's what I'm going to teach you. You're going to repeat it back to me in a lot of cases. And we should be questioning accounting standards. We should be questioning tax laws. Like, why do these exist? And whenever I did that in my classes, my professor got really annoyed because they didn't really want to have to explain or maybe they didn't even know the answer or had never thought of it. Maybe it's frustrating when stuff doesn't make sense. Because a lot of accounting and a lot of tax doesn't make sense. Look, I think communication is so asking the questions is a big part of that. But it's about that ability to communicate. And it's so rote learning is a gone really, I think, as a way to help our people be able to work in the modern world and what they need to be able to do. They need to know stuff because you can't communicate with the client if you don't know anything. But it's about combining those two things. Yeah, it's not so much about memorizing all the details because you can look them up whenever you need them. It's more about understanding the concept. You need to know some things. And I think that's where we would come from, I guess, as a testing company. If you want to hire a candidate, you still need a candidate who actually knows some stuff. But that's interlaid with their ability to then communicate. Because if you're in a meeting with a client, you need to know the concepts and you need to know enough to have a discussion where... Can I have chat GPT open on my laptop and be asking questions? If you don't want to be paid, yeah, sure. But if you do that, you still have to have... You somewhere along the line, you have to get the knowledge and the experience because it's easy. Chat GPT will make a mistake and then you'll just repeat it out loud and then you'll get full. But again, it's kind of like maybe right now you're... You ask your intern to research something and then if you don't have time to validate it, you might say it's not what your intern did. It's just... I think your intern might come back not as confident with the information and chat GPT always comes back pretty confident that way. Very confident. You've got to take it with a grain of salt. So... Hey, all this discussion of Chat GPT has stimulated some conversation from our livestream viewers. Reminder to our podcast listeners that you can also watch us on YouTube and if you subscribe to our channel, you can get notified when we go live and see what we actually look like. Sometimes people are surprised. We got big wigs in the chat this week. Well, we have the famous Greg Kite CPA. He says, I asked Chat GPT to write the lyrics to a song and include the words vacation, avalanche, strength, love and trust. Not only did it include three verses, a chorus, a bridge and an outro, it was so good I literally got choked up. AI performing creative tasks at that level makes me realize that we will all be unemployed by the end of the year. Well yeah, I'm going to use AI to write, to tell it that I'm an accounting comedian. I'm going to have it write me some jokes. Well I tried having Chat GPT write me a joke for my next presentation and it was probably the worst joke that I've ever heard. So I think Greg Kite's job as a comedian, CPA is very safe, I would say, based on that experience. Chris Maxie said, Boston Dynamics added Chat GPT to their robot dogs so it won't be long before the big four hires those robots to go into the office since they won't complain about that or they'll also get burned out and will result in the black mirror episode. I have not yet seen black mirror but I can only imagine what a sentient or not necessarily sentient but autonomous Boston Dynamics robot dog could do. Yes, that will be a frightening future. And Christopher Perez says soon comes the day when sentient AI starts quiet quitting. Jennifer Johnson said I had my class use it. Jennifer is a professor at the University of Texas. The better their questions to it, the better their paper was. Some loved it and some were really frustrated, great learning experience, plan to keep using it. Awesome. Well I'm glad you haven't banned your class from using it. Jennifer I think that the school districts that did that made a big mistake. That's like banning calculators in 1986. Remember that one? David you brought that story to the show. 82, it was yes. Oh 82, yeah. Something like that, right? And Michael, Alaman says AI can be astounding but can't ever be astounded. Ooh, I'm going to have to think on that. That's a good one. I might have to steal that Michael. I'll be sure to give you credit. All right, so shall we see some AI in action because that's what's exciting about this week or the past couple of weeks is we've actually had apps integrate TPT into their software. Yeah, when you start to bring those up, Michael's telling like I used the chat TPT this week on my own to take unstructured emails of appointments. I like to have flights on my calendar. If I'm going to an event, I like the start and stop times of all the agenda on my calendar and it takes a little bit of time. You're like you have it up, you create the event, create the next event. Right? And so I was able to take some emails that don't have, you know, where the addresses in one paragraph of the location or two different addresses and then there's an agenda or my flight information from plain tickets, hotel reservations. And I basically interacted with chat TPT to where it was able to give me the I cal file. Well, it doesn't give you the file. It just gives you what to copy. It gives you the code. It gives you the code for an ICS file. And then I just imported my Google calendar and they're all there. That's pretty cool. And I used the intern interaction because it's kind of like the intern. Let's say they put it in your calendar and then you're like, well, you know, on airplane flights, I like to have the airplane emoji, like the departure city, the airplane and then the land in your calendar time. And my calendar, yes. And I told them. And then it did it and then it did it and put it in the I cal file. But then you can take it a step further. So you can just paste in the flight info from Southwest in there. Right? But then I might, I also, when you do that, I need put in an appointment for an hour, two hours before the flight to drive to the airport. So it's putting that appointment in for me, right? It's putting in, oh, check in for the flight the day before. So instead of me put one airplane flight results in three calendar appointments instead of me doing all three of those, it's able to do that. Right? And so it's a lot of back and forth, but if it, if you could just give you the file and the next step, I guess would be how do I connect through Zapier? So it just puts it in my calendar. And that would be possible very soon with the plugins feature, which I'm on the waitlist for, but I still haven't gotten access to it. But apparently you can connect chat, cheap, petite, or Zapier. And then if you can connect something to Zapier, basically you could do that, David. You could have it create the event on your calendar. And at first there was a little dancing. First it wouldn't import the file in. It wasn't correct. It wouldn't import it in. So I used like some website that was like a, I Cal validator and it gave me 28 errors that they, that, that chat GPT did wrong on the file. So I took all the errors and pasted them back in and it fixed them all. And then the next five took and then I imported in. It was pretty impressive. That's amazing. Yeah. All right. So let's check out these four different videos. They're very short. And I just cut it right to the part where we're seeing the AI in action. So the first one is going to be client hub. Because I think they actually might have been first to this. And what they have done is they have created a, it's like a, you ask the AI to create you a checklist and then it goes and creates you a checklist. So this is Judy McCarthy, the founder of client hub. So previously we had a pretty good library of job or workflow templates here that you could select from. But now we have unlimited templates because we have magic workflow. Magic workflow uses AI power to allow you to create a job just based on a description. Let's give it a try. Let's say I'm going to create a job to post sales from Shopify into QuickBooks. Okay. Let's push the button and see what AI comes up with. And all she did was she said, push Shopify data into QuickBooks. She wrote that into the job description. This could take up to 30 seconds for to create that job for us automatically. But when we get there, you're going to see, look at this. We have the job. We have the tasks. And when we click on those tasks, we even have the task details. So we're going to export sales data from Shopify to a CSV. Put that into QuickBooks using the import data feature. Match the sales transactions and QuickBooks with the corresponding bank deposits. This is amazing. And then create sales receipts, record fees and expenses and reconcile accounts. So based on that, initial description, just post sales from Shopify into QuickBooks, GPT has created six or seven tasks with descriptions in those tasks for more detail. And that's a great starting point. And I love this use case because it's one of the reasons that a lot of firms get stuck implementing practice management software is they realize as they're implementing that they don't actually have any processes. And then they get stuck creating the process as well. They're trying to implement the software and then nobody ever uses it. In the magic here. Oh, great, Josh. I was just going to say the staff get frustrated and you've always got those people in the team who are slow adopters and they drag the whole team down and the whole implementation either just drags on or, yeah, as you say, people just give up. So the next one. Before you jump to the next one, Blake, obviously, so the beauty of this is having this built in the app is the real time savings. Because I just opened up what you were doing in the video and I went to chat to GPT and I said post sales from Shopify into QuickBooks. I had the same kind of list of steps. But now I got to take them and manually copy paste one line at a time into the other app, which is just bananas crazy. But now you could just use the app and do it. And I don't even need to have a chat GPT at all. Right? And that's where this is going to be interesting is people are just going to be using it like that in many apps. Right. This episode of the cloud accounting podcast is sponsored by relay. In Blake and myself, we now have three, four, or maybe five business entities, 20 or so checking accounts and dozens and dozens of virtual cards. It would be impossible to manage all of this. We weren't using relays or small business bank. Relay is truly a part of the tech stack we use to run our businesses. Relay allows Blake and I to each have our own logins. We can grant access to our team and even our accountant without sharing passwords or two-factor authentication codes. Relay allows us to grow and scale our baking needs without ever going into a physical branch. I recently added an account to receive inbound merchant services with just a few clicks and added to create a payroll checking account. Again, just a few clicks and I instantly had access to my ACH info to give to my payroll provider. With relays virtual cards, we can issue debit cards to our team around the world for needed business expenses. I can instantly spin up a new Visa debit card and set both daily and monthly spending limits. And when a team member doesn't need their card, I can freeze it until they need to use it again. Learn more about using relay in your firm and with your clients. Head over to cloudaccountingpodcast.promo slash relay. That is cloudaccountingpodcast.promo forward slash R-E-L-A-Y. So that was creating tasks in your task management workflow management software and client hub. Now let's look at what canopy did with helping you draft emails to clients. Communication today is so vital. If we don't communicate clearly and efficiently in the beginning, we can find ourselves wasting time afterwards with answering clarifying questions, redacting statements, not having fully thought through the communication that we needed to deliver in the first place. I'm going to skip ahead a little bit. And Blake, before you skip ahead, be paused. So on the screen right now, is this a create email screen within canopy or is this like just an email? This is within canopy. Canopy-like carbon allows you to use it as your inbox, which is great because often you're creating tasks. You're creating work. You're referencing work from your email. So it makes sense to have it integrated into the tool. But of course, the challenge with that is you don't get all the benefits of like plug-ins for Chrome or for Outlook or whatever. So this is why they're having to build this. So let's watch it help to create an draft an email. He has a new feature that will allow you to draft an email based on the bullet points that are in your brain as to the things that you want to cover in a conversation. For example, it may be that more work was required out of scope, higher price. You okay? So that's all she wrote. More work required out of scope, higher price. You okay? And then it's pressing submit. Put this into the generator, the prompt box, and it will draft an email for you. So it's showing it working. There's the email. Hey, Brad, I hope you're doing well. I just wanted to check in with you regarding the additional work we discussed for your project. It outlines the whole thing for you in a very professional way. So going on reading this email, right? I wanted to make sure that you're comfortable with the new price and that we're still within your budget for the project. Please take some time to review the new quote and let me know if you have any questions or concerns. We're always happy to work with you to find a solution that works best for you. Thank you for your understanding as we look forward to continuing to work with you. Best regards, KC. So it wrote the whole email from just the bullet points, just the comma, separated bullet points. And we know that like you said, David, you could just go into chat GPT and you could do that. But then you have to copy paste back in your email, which kind of eliminates the time savings. So I thought this was so cool. And then carbon came along this week and took it to another level. So let's watch what carbon has done. All right. So here I am inside triage and triage is carbon's email inbox. First thing I hope you'll notice if you scan down the right hand side is the priority labels. So you can see that I've got a couple emails that have come through and automatically been tagged as high priority or low priority. And the way they're doing that is with sentiment analysis. So they look at the body of the email and determine whether or not somebody is upset or if something is urgent. And that's- This is genius. Yeah. The clients are going to figure this out and they're going to use chat GPT. What's the best way for my accountant to read my email? And it's going to say use all caps and use these three words and then you're always going to be able to be the most urgent. We'll be introducing also a filter list at the top so you'll be able to quickly filter and see what all of your high priority messages are. Now if I want to action one of these emails I can open it up. You can see here I've got an email from my client David Buck and he's telling me that there's some issues with his billing. And I have the option here. Let me just- It's around so you can see there's quite a few messages just to summarize. By clicking the summarize button it provides me a gain with a bulleted list outlining all of the content that's occurred in the email message. So you've played to summarize the bullets there? Yeah. So I wrote the email and it's multiple paragraphs and we've all had this. We've all had clients or colleagues write as ridiculously long emails and you open it up and your eyes glaze over and then you close it and you don't open it. Then you open it up later and you think about reading it and then you don't. You close it. So what happens here is that the user pressed the summarize button and we got four bullet points and the bullet points say David noticed the discrepancy in his billing statement and is concerned about it. David is a valued client of Anna Perna and appreciates their professionalism and expertise. David requests prompt attention and a clear explanation of how the discrepancy occurred. Sarah asks Simon Hilton for assistance with the urgent matter. Sarah is a team member. So it summarizes not only what the client said but also what the team has done in the thread. This is like I'm just thinking like why is not every email client doing this already? Like every email client should just summarize every email into three bullets like this. Well I'm willing to bet that Outlook will be doing this real soon. As I've talked about on the show before Google chat is already doing this with chat threads. So if I walk away from my computer for a few hours and then my team is going back and forth, back and forth, back and forth on something, when I come back I get a nice little summary of what they talked about at the top of that thread. So same idea. Let's continue. You can do that on all emails not just the ones with high priority labels. So I'll give you another example of that. I'll grab one here. It's another email from another David Buck. My test data. David's been very busy sending me emails. But again here you can get the other summarized bulleted list. The summary does include comments. It's not just the email messages from your clients, the emails between your team members. It will include all of the comments and actions that have occurred within the email conversation. Alright the next use case, the feature I'd like to show you is the email task. So I'm clicking over here to a work item and I'm going to go over to the task list and you can see we've got this new email, this new task type which is called email task. And the task says update client on timeline. So this is part of a, they don't call it this in carbon but it's like a project. And it's a task in the project and the task is update client on timeline. So you know you've started a tax return and now you need to update them. I open it up and it's got a type. So this is the AI prompt type and you can see there's some prompts in here. So this task is really about letting the client know that the work has started. And the prompt says tell the client a team has started working on their tax return. We expect it to be completed within one week. So I go and I create draft. It's off creating the draft for me. It puts it on the timeline and you'll see here it's suggesting the client that I should send the email to John Smith and it's produced all of the text for me. And it produced an email that says dear John, I hope this email finds you well. I'm writing to inform you that our team has started working on your tax return. We are committed to providing you with the best possible service and ensuring that your tax return is accurate and complete. We anticipate that the tax return will be completed within a week and we will keep you updated on the progress. If you have any questions or concerns, please do not hesitate to contact me. Thank you for your continued trust in us. Best regards, Sarah Gopal. So instead of creating all these templates for your emails, you can simply create a prompt and then it will customize the email based on the client and the sender. John no doubt will use chat GPT to still let email down to two bullet points. We're working on your return. At what point do we have our Outlook inbox is replying to each other and talking to each other, right? Have your email client talk to my email client and set up a meeting. I mean, it's kind of happening already, right? People are using all these automated tools to do drip campaigns and those types of things. And then on the other side, everybody's using automated tools to filter, spam, bucket, those emails. It's already kind of happening on both sides, right? This is just the next extreme of it. Christopher in the live stream says, amazing if you can tell it to be direct or deliver softly to doctor towards love languages. And actually, yes, you can. I didn't show that part of the canopy demo, but you can tell it to revise an email if you think it's not appropriate and you can say be more direct or be more friendly or be more professional and it will do that. So let's continue with this carbon demo because I think there's a little bit more. Again, I can edit this text if I want to change anything or I can change the tone by using the tone changing feature. Here we go. Tone changing feature. So this is just the beginning. We expect to introduce more features and ways to improve efficiency and workflow within carbon using AI. All right, so that's carbon. By the way, if you don't have carbon, if you don't have client hub, there's two options for you or if you don't canopy as well, there's two options for you that work with. I know they work with Gmail. I'm not sure if they work without look, but they're web based. So if you have Outlook on the web, you could use them. Grammarly as a plugin for Chrome and you can compose emails with it. I'm doing that already. It can do basically the same functionality where you can give it a list of points and it will create the email. It will also read your emails and suggest responses and you can then change the tone. There's also Jasper. Jasper has a plugin for Chrome that allows you to basically have it do anything. It can write anything in any text input field. And so it can do that. And it can also rephrase what you've written and I use it all the time. I'll write an email and then say like, make this better. And then it generally improves it. Giles are using. I'm using AI to do some stuff like speak uses now on a regular basis to read emails and things like are you using AI outside of you playing with it and testing it? Like you on a personal level are you using it? Yeah, if I'm composing, I guess I don't do a lot of sort of regular emails if you like other ones we just looked at. But if so if I'm composing, I actually still will do that. I guess that's just the way I think I type and think at the same time. But when I've finished that, I then put that into chat GPT and as Blake said, get it to improve the tone and make it more readable. So improving the output. But in terms of developing the content, I guess that is still the bit that, yeah, it's the same as that communication piece is the bit that us humans still have to work out. I've got one more real quick. Financial sense is the last one I want to mention. They also have their practice management solution. They've also integrated with GPT similar to client hub. So if you're on a live stream, you can see this. They've got this create a template using AI feature where you type in something like create a checklist for monthly bookkeeping for a construction company. And then you hit generate and it creates all the tasks based on that. So reconcile bank and credit card accounts. It'll say, let me pause this. You can't pause an animated gift track and all the job related expenses. Anyway, it's a customized checklist with like 12 things for a construction company that would be customized to that. This episode of the Cloud Accounting Podcast is sponsored by Tech Guru. As an accountant, you already have a lot on your plate and you don't need the added stress of dealing with IT issues that slow you down. Enter Tech Guru, the IT department that offers IT strategy, security and tech support specifically for accounting firms. They know accounting technology better than any IT generalist and help accounting firms across the country daily with their tech issues like cloud migrations, automated backups, managed security updates, cybersecurity awareness training, hardware procurement and support for over 100 accounting applications. The team at Tech Guru's know their clients on a first name basis and provide ongoing remote services and support whenever you need it, whether it is remotely or on site. They'll even work with you to streamline your technology systems and provide industry-focused strategy sessions that help you scale and increase efficiency. Tech Guru will keep your systems running smoothly so you can rest assured that all your tech is taken care of while you focus on what you do best, serving your clients. To schedule a one-hour technology planning workshop including an audit of your firm's technology stack for free just by mentioning the cloud accounting podcast during your call, head over to cloudaccountingpodcast.promo. That is cloudaccountingpodcast.promo.com. T-E-C-H-G-U-R-U. I dropped in the private chat, Blake. A link? Private chat? Yeah. Okay. I'll pull this up. So this is at some level. This is a genius post from Expensify at some level. So Expensify, everybody vanity searches, right? So they, they, Expensify, wrote a whole blog post about how they asked chat GPT what the best expense management app is. And of course, Expensify came back number one. And what they did is they did variations of it asking this over and over again. So basically they have a screenshot of chat GPT, but then they would type in a summary of what chat GPT said. So now what they basically did is they wrote a whole new blog post about how great Expensify is. So when the next, even in their conclusion, they say it's, it's very obvious this is being trained by what's on the web already. And now they have a whole nother blog post that talks about why it's the best product. Like they did. So the next time the model is retrained, it's going to see this blog post and just reinforce its learning. I think it's kind of a genius blog post, Expensify here. So will AI manipulation become the new SEO, right? Creating posts so that like Bing and Bing now searches the web and integrates with chat GPT, with GPT4. So you could manipulate the results by creating a post specific to a certain question. I guess it's the same thing. And that's what they're doing. They're saying Expensify dominates the expense reporting landscape in English speaking countries. Expensify partners are the most influential people. It really is. This is really just a genius blog post. They gave them a way to write about themselves without writing about themselves. It's really smart blog post. I've got one more app for you, David. This is not practice management, though. This is, it's an app called Stirpy. Have you heard of Stirpy? I hope I've never caught that. As to you are a PPY. It's not a disease. It's not a pharmaceutical. It's financial modeling for startups. Use our proven templates to build a model fast without any prior experience or expertise in finance. Sure, a live link with potential investors or export the entire model to a formatted spreadsheet with a single click. So we've seen a ton of these startups. And what's the dashboard? It's a debt. Financial dashboard, financial modeling, financial modeling, replacing Excel for doing financial models. And what caught my attention about Stirpy is that they now have what they're calling their GPT-4 virtual CFO. So I think the best thing to do is just simply to see it in action. Hello, founders. John Laudaga here, co-founder of Stirpy. Today, I'm super excited to announce a brand new feature just coming into Alpha that we've released for Stirpy Plus. So we are releasing today CFO Chat. CFO Chat is basically a personal AI CFO available 24-7. It's trained on your live data. So you connect your zero, your QuickBooks account, all your accounting data, your analytics data. And then you can actually query that data, provide insights, create graphs, everything that you potentially want from a data analyst or a fractional CFO, our platform is kind of seeking to solve those use cases. So let's start with some basics. Let's just kind of ask it to surface some KPIs. So let's ask it, what was our total revenue last month? Awesome. So our total revenue last month, today's April, was $91,000. We can also ask if things in the past, so we could say, what was our total revenue four months ago? Total revenue four months ago, December 2022 was $25K. So that's just surfacing some KPIs. We can actually use CFO Chat to actually create some graphs. So let's say, create a graph of our total revenue and total expenses. And this is the part where I started to pay attention, because it produced a nice graph, a line chart, month by month with the total revenue and total expenses. It's right there. And actually it has an image. Like, I think that's the important part here. It's an image. Right? Well, graphing required. No exporting of the data. Nothing of that. Just instantaneous chart. Great. We've got a graph here of our total revenue and total expenses with the data that we provided it. And it's looking accurate here. So if we remember we asked it, what was March revenue 91K? We're seeing that we got March revenue 91K. And these graphs, you can add these graphs over to your live dashboard views in Stirby Plus. Be able to view it there. So you're going to add the ability to kind of send this data to Google Sheets or Google Slides if you want to include this. But let's say maybe you wanted this in a bar chart and don't want to look it as a line chart. So we could say, change that graph to a bar chart. So no need to understand how their software works. It just does it. And great. Just like that. Now we've got a bar chart of our total revenue and total expense. Did you pause it Blake? Did I catch it? Say this correctly. Once you had it done, you could just drag it out of there to your dashboard. So you're interacting with plain text to create the perfect chart or the perfect graph and then you just drag it to the dashboard. Right. Wow. Let's change the format of it. So let's ask it something a little bit more complex. Let's do some what if analysis here. So let's pretend we're going to try to potentially ask our CFO chats about a new hire that we're planning to make. Say we're thinking about hiring a new operations manager at 5K a month starting next month. Can we afford it? Now this is a question that's a challenge. Some analysis here. So it's saying to determine if we can afford hiring a new ops manager, let's take a look at our current financial situation. So our bank balance in April is 23K. We add the new operations manager to our current expenses. We can estimate our future expenses. So the total expenses for April currently are only $1,000. Adding the $5,000 salary estimates that our expenses would be $6,900. Considering our current bank balance and the estimated expenses for next month, we can afford to hire a new operations manager per month. But it's also giving us a caveat. So it's saying, however, now, so this is where I started to see the limitation of this. Right. So I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. I'm not going to say that. 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Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel Macri you just created? Why not let the listeners of the cloud accounting podcast know by running a classified app? Hit the show notes for the link to get more info. ♪♪