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2 contributions to AI Community
What is your #1 priority with AI?
I'm curious to know what is most important to you. Answer below. Then comment WHY! 👇
Poll
45 members have voted
1 like • Jul 7
My priority is to automate bookkeeping tasks and find efficiencies in current workflows or create new ones.
👉 Are you currently using any AI automations to streamline parts of your workflow?
If so, what are they doing for you? And if not, what's one repetitive task you wish could be automated? You don’t need to overthink it. Just describe a process that’s time-consuming, boring, or frustrating… and let’s see if we can help you build something. 💬 Drop your thoughts in the comments below. Bonus: I’ll pick one of the suggestions and create a custom automation example for it! Need ideas to spark your thinking? Here are a few things you might want to automate: Recapping client meetings Creating first drafts of proposal emails Extracting expense invoices from emails Weekly KPI summaries from spreadsheets Chasing clients for missing info Let’s crowdsource the best automation ideas accountants need—and I’ll help turn them into step-by-step solutions 🚀
0 likes • Dec '25
@Becky Sutton Hi Becky! If you're in the bookkeeping/accounting industry. Have you tried a practice management software? Double (formerly Keeper) and Financial Cents have automations to do that.
1 like • Dec '25
Uploading bank statements to each client's shared drive. I believe this is something that can be done with Zappier, but I do need to explore the feature and set some time for this.
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Kim Herrera
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@kimberly-herrera-7997
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Active 31m ago
Joined Oct 30, 2025
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