In this episode of the Accounting for Innovation podcast, Jody Padar and Matt Tait explore how AI can enhance personal leadership, firm management, and overall professional relevance. The episode highlights Jody's AIX Movement and its mission to update and elevate accounting practices using AI-driven advisory tools. With real-life examples and practical tips, we learn how to use AI as a strategic partner for better decision-making, client relationships, and operational efficiency. CHAPT...
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In this episode of the Accounting for Innovation podcast, Jody Padar and Matt Tait explore how AI can enhance personal leadership, firm management, and overall professional relevance. The episode highlights Jody's AIX Movement and its mission to update and elevate accounting practices using AI-driven advisory tools. With real-life examples and practical tips, we learn how to use AI as a strategic partner for better decision-making, client relationships, and operational efficiency. CHAPT...
From Transactions to Transformation: How AI is Changing Bookkeeping and CAS
Accounting for Innovation
19 minutes
4 months ago
From Transactions to Transformation: How AI is Changing Bookkeeping and CAS
Welcome to the Accounting for Innovation podcast. In this episode, Jody Padar and Matt Tait explore the revolutionary impact of AI on bookkeeping and Client Accounting Services (CAS). Learn how AI tools are transforming transactional work, categorization, and reconciliation, reducing data entry and significantly scaling CAS without additional headcount. Listen to this discussion about the evolution of AI in accounting tech stacks, highlighting key tools like QuickBooks, Puzzle, and Ram...
Accounting for Innovation
In this episode of the Accounting for Innovation podcast, Jody Padar and Matt Tait explore how AI can enhance personal leadership, firm management, and overall professional relevance. The episode highlights Jody's AIX Movement and its mission to update and elevate accounting practices using AI-driven advisory tools. With real-life examples and practical tips, we learn how to use AI as a strategic partner for better decision-making, client relationships, and operational efficiency. CHAPT...
