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.

Yesterday we hosted a 3-hour AI & ChatGPT Virtual Summit... and the feedback was incredible. Over 100 accountants, bookkeepers and firm owners signed up to the AI Academy as a result! 👉 If you missed it, don’t worry—you can still catch up with the full recording here: [Available until the end of the week] I’d love to hear from you: - Were you there live? What was the best thing you took away from the summit? - If you missed it, now’s your chance to see exactly why so many people joined the AI Academy yesterday. Don’t get left behind... watch the recording or come join the AI Academy today (alongside 104 new members!).

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?

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?

One of our community members asked me: “How do you get transcriptions from videos—whether they’re on your computer or on YouTube?” So I recorded a quick video to walk you through exactly what I do: - For your own videos → I use Otter.ai (simple and reliable). - For YouTube videos → I use a Chrome extension (Glasp), which lets you copy the full transcript straight into ChatGPT. 🎥 I’ve included the video below so you can see the full workflow. 👇 Once you’ve watched it, let me know... have you tried transcribing videos for your work before? If yes, which tools did you use?