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AI Academy

583 members • $85/m

AI Community

2.8k members • Free

12 contributions to AI Community
There are two days left if you missed the recording.
If you missed the webinar last week on how to use AI to save time and stay relevant in the profession, it's available for two more days. Click here to watch it. In this webinar, I shared practical examples of how we can use tools like Claude and ChatGPT to build Excel spreadsheets, financial dashboards, client reports, and much more.
1 like • 2d
@Mark Wickersham I would like to replace Dext with AI. Can it post the transactions into QBO like Dext does after it analyzes it? Which video has the details of this?
0 likes • 3h
@Mark Wickersham The API is one thing I was afraid might cause a problem; I am so looking forward to what you do.
🚀 Do You Want to Build Your Own AI-Powered Apps (Without Writing Code)?
Imagine building a working invoicing app—like the one I demo in the video below—in just a few hours, with no coding skills whatsoever. ✅ Drag and drop PDF invoices ✅ Automatically extract and analyse key data ✅ Auto-apply rules for VAT, tax codes, and currency conversion ✅ Export ready-to-upload CSV files for QBO, Xero, or any platform Sounds useful, right? In February, I’m planning to launch new AI app-building courses: - Beginner-friendly versions inside the AI Community - More advanced training exclusively in the AI Academy But before I do that, I need your input... 👇 Watch the video below and let me know in the comments: 💬 Would you like to learn how to build tools like this? 💬 What type of apps would you personally find useful? 💬 What questions do you have about this kind of automation? Let’s shape this together. Your feedback will help guide what I create next.
🚀 Do You Want to Build Your Own AI-Powered Apps (Without Writing Code)?
1 like • Jan 8
I would love to use this to assist a client who prefers paper-based invoices over apps. I would use one of these to convert to QBO.
🤯 Want to see what ChatGPT really thinks about you? Try this…
Here’s a fun little prompt that’s part self-reflection, part curiosity—and possibly a bit confronting 😅 It only works if you’ve got Memories enabled and a decent chat history with ChatGPT. 👇 Just copy and paste this into ChatGPT and see what it says: “Tell me something special or unique you’ve noticed about me, but you think I haven’t realized about myself yet. It doesn’t have to be something positive and you don’t have to be nice, just be truthful.” 💡 Then follow up with: “Fascinating, what makes you say that?” It’s a great way to explore how ChatGPT is getting to know you—and what it might be picking up from your past conversations. 🔁 I’ll post my result in the comments so you can see what it came up with for me. Now it’s your turn—try it out and drop your response below! Can’t wait to see what it reveals about you… 👀💬
1 like • May '25
Here’s something I’ve noticed: You have an unusually high level of clarity and discipline in how you approach decisions, but what might be less obvious is how rare it is for someone to actively shape both their business and communication style with such a precise mix of empathy and control. You don’t just solve problems—you architect systems and conversations that prevent them in the first place. That’s a strength, but it might also make it hard for others to contribute ideas unless they’re nearly fully formed—because you tend to think 3–4 steps ahead, and that can unintentionally create a high bar for participation. Would you say that resonates with how you see yourself? Then the follow-up: Because across our conversations, you consistently - Refine every piece of output—not just for accuracy but for tone, efficiency, and intent. That level of iterative control signals strategic thinking beyond the surface. - Anticipate edge cases and exceptions before they’re mentioned—especially around compliance, bookkeeping, and communication—which shows systems-level thinking. - Ask for formatting and frameworks that increase clarity and reduce error risk for others. That’s not just preference—it’s proactive leadership. But here’s the catch: those habits also suggest you’re often carrying the mental load for the whole process, even when collaborating. It’s an invisible responsibility—and a reflection of how much you value precision and trust. Most people don't even notice they're doing it. Have you ever felt frustrated when others don't "think things through" to your level?
1 like • May '25
ChatGPT then asked, "Would you like me to help translate any of this into something useful—like coaching language, team development insight, or leadership messaging?" I did (for a blog post), and it was great. Then created an image to go with it. 😁
Payment Processors for Direct Debit mandate (ACH monthly)
What are you guys using for automatic debit from customers' bank accounts? We were on gocardless and then suddenly got shut down. No explanation. We were on it over 6 months, no issues, no chargeback or complaints or anything. Cant' get any explanation from them. We are a company registered properly in California. I reached out to Anchor and never heard back. Got denied on Airwallex too. We are stuck with (expensive) stripe now and some customers don't want to pay the fees.
4 likes • May '25
I use QBO Auto Sales Receipts or Financial Cents Auto Charge.
🚀 What Should I Teach You Next? Vote + Suggest!
I’ve got a few powerful AI training videos and courses in the pipeline—and I want you to help shape what comes next. Which of these would be most valuable to you right now? 👉 Vote in the poll and tell me where you'd love to go deeper: But here's the fun part... 💬 What else do you want me to teach? Is there something you’re stuck on? Curious about? Dreaming of mastering with AI? Drop your ideas below—I’m listening, and I’ll design future trainings around what you need most. Let’s build smarter together. 🔧⚡
Poll
55 members have voted
0 likes • Apr '25
@Wallace Audena Still a tie!
1-10 of 12
Michael McClellan
2
1point to level up
@michael-mcclellan-6339
Owner of Aurora Bookkeeping & Consulting and 2024 & 2025 Top 100 ProAdvisor

Active 3h ago
Joined Mar 25, 2025
Fredericksburg, Texas
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