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AI for Smarter Pricing is happening in 11 days
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🧾 New Video: Bank Feed Verification with Agent Mode
I’ve just shared a video you can watch below that shows how to use Agent Mode to verify client bank feeds inside QBO (or other accounting systems). 📺 Video is below 👇 This video is part of my brand-new course: How to Use Agent Mode. 📸 I’ve added a screenshot of the course below so you can see what’s inside. The full course is available right now in the AI Academy... and if you join, you’ll get immediate access. 👉 Once you’ve watched the video, comment below: How do you use (or plan to use) this idea for accounting and bookkeeping tasks inside your accounting software? I will also drop the prompt in the comments below.
🧾 New Video: Bank Feed Verification with Agent Mode
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📧 New Video: How to Build a Custom GPT Email Responder
I’ve just released a new video on YouTube showing you how to create a Custom GPT email responder (step by step) that can save you hours every week. Tired of wasting time replying to emails? In this video, you’ll see exactly how I built mine so you can adapt it to your business and never stress over difficult client emails again. Here’s what you’ll discover: 🚀 Why Custom GPTs beat one-off prompts for repeat tasks 🚀 How to set up an “Email Responder” GPT in minutes 🚀 Step-by-step process for building your own GPT workflow 🚀 How to add your personal writing style guide for polished replies 🚀 Real examples of client emails rewritten instantly by GPT 👉 Watch the video here If the video helps you, please give it a 👍 Like and leave a Comment on YouTube—it really helps the channel grow. 👇 And here in the community, let me know: What AI tools are you currently using to answer emails?
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🎥 Missed the AI & ChatGPT Virtual Summit?
If you couldn’t make it to last week’s AI & ChatGPT Virtual Summit, don’t worry—the full recording is now available and included for you. 👉 [You can click here to go straight to the virtual summit] It’s packed with practical sessions to help you systemise, add value, and grow your firm with AI. Here are just some of the highlights from the recording: - Build an SOP Process Map - Business Advisory with AI - Adding Value with Financial Reporting Packs - How to Build an Automated System for Winning New Clients The recording even includes timestamps so you can jump straight to the parts that matter most. 👇 If you’ve already watched the replay, let me know in the comments: what was your biggest takeaway?
🌴 Entrepreneurs Can Never Switch Off…
At least when you have to work, it helps to have a good office view. Right now, mine is by the sea in Spain 🏖️ (photo below 👇). Even when we’re away, the ideas don’t stop… but I’m not complaining with this setup! 👉 I’d love to know: Where’s your favourite place to do work?
🌴 Entrepreneurs Can Never Switch Off…
🍷🍺🎶 The Prompt That Learns Your Personal Taste
I’ve just shared a brand-new video—and trust me, this one is a lot of fun. It’s all about a Personal Preferences Profiler Prompt that trains ChatGPT (or any LLM) to understand your taste so it can give you perfect recommendations. Here are 3 big reasons you’ll want to watch it: 1. Discover how to train ChatGPT in minutes to know your likes and dislikes (whether that’s wine, beer, music, books, or movies). 2. See a real-world example of how I used it to get amazing beer and music recommendations that were spot on. 3. Learn how to adapt it for anything—from choosing wine in a restaurant to picking the best bands at a festival. 👉 Link to the video https://youtu.be/hSrz2deqpSs?si=D0O30L7sLYrTsp5u Once you’ve watched, I’d love to know: How do you plan to use this prompt? What would you train it to recommend for you? I'll put the prompt in the comments below.
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Helping accountants and bookkeepers confidently leverage AI and ChatGPT to streamline workflows, boost profitability, and future-proof their firms.
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