Excel Agent Builds Your Dashboard Now

Friday, October 31, 2025

Hey, Accounting Pros!

Welcome back to AI Accounting Daily, your #1 source for AI news in accounting.

Today, we're taking a look at how Microsoft's Excel AI Agent Mode is revolutionizing spreadsheet workflows by automating complex tasks, Indian firms are turning payroll into strategic operations with AI, and Quicken's new mileage tracking feature is set to streamline planning. Plus, GoodData's AI agents are easing compliance burdens in financial services and Amazon's workforce adjusts to AI-driven changes. Dive in to see how these innovations are reshaping the accounting landscape.

Latest in Accounting AI

Excel AI Agent Mode Automates Complex Tasks

Microsoft’s Excel Agent Mode is shaking up spreadsheet workflows by automating complex tasks like dashboards and planners. This AI tool offers a glimpse into a future where repetitive work fades away. Yet, its reliance on user input keeps human oversight crucial. Will this transform how accountants balance automation and expertise?

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Indian Firms Integrate AI Into Payroll Management

Payroll isn't just paperwork anymore. With over 60% of Indian employers embedding AI into payroll analysis, routine tasks like attendance logging are turning into strategic data operations. Systems now use facial recognition and geolocation to streamline processes, trimming errors by up to 70%. As AI reshapes these functions, will the back office become the new command center?

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Quicken Adds Mileage Tracking Features

Quicken's latest upgrade adds mileage tracking and enhanced estimates, streamlining quarterly planning for accountants. Meanwhile, BillingPlatform's AI monetization tool promises to reshape how firms handle billing. Homebase introduces a payroll assistant, nudging payroll processes toward automation. As these tools evolve, how will they redefine daily workflows?

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AI Applications

1. Booke AI - Booke AI automates daily transaction coding and reconciliation so your firm cuts errors, reduces partner review time and improves client throughput.

2. Airbook - Airbook consolidates client CRM, billing and financial data so your firm builds a predictable pipeline, analyses profitability and packages advisory services with clarity.

3. Vossa: AI expense tracker - Vossa automates expense capture and categorisation so your firm reduces manual entry, standardises client cost data and frees hours for higher-margin advisory.

4. Numra - Numra automates emails, invoices and vendor follow-ups so your firm reduces manual bottlenecks, prevents errors and scales client services without extra head-count.

5. AdCreative.ai - AdCreative.ai generates data-backed marketing creatives, helping small accounting firms attract profitable clients and build predictable pipelines without spending excessive time on design or testing.

6. Trainual - Trainual standardizes onboarding and procedure documentation, reducing training time for new staff and upskilling juniors while maintaining consistent quality across small accounting firms.

Updates in AI

GoodData Launches AI Agents for Financial Compliance

GoodData's latest AI platform aims to transform financial services by offering embeddable and auditable AI agents. These agents swiftly detect fraud while maintaining compliance, easing regulatory burdens for banks and insurers. As AI reshapes finance, the balance between automation and oversight evolves intriguingly.

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Amazon CEO Signals AI-Driven Workforce Shift

Amazon CEO Andy Jassy's memo in June 2025 foreshadowed the company's massive layoff of 14,000 employees, driven by AI's rising influence. As AI reshapes staffing needs, Jassy urged employees to adapt or risk obsolescence. With over 1,000 generative AI projects underway, Amazon's future hinges on how well its workforce evolves alongside this transformative technology. The balance between innovation and job security remains a delicate dance.

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Sam Altman Asks Tesla For Roadster Refund

Sam Altman’s patience with Tesla has run out. The OpenAI CEO humorously posted on X, asking for a $50,000 refund for a Roadster he ordered in 2018, pointing out the irony with a bounced email. Tesla’s delays spark questions about customer relationships and shifting expectations in the luxury EV market.

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Prompt Ideas

Draft Emails Explaining Missing Items in Books

**Role:** You are a **client communication specialist** for an accounting firm who writes clear, professional emails about missing bookkeeping items. **Action:** Write an email to **[INSERT CLIENT NAME]** explaining the **[INSERT MISSING ITEMS OR ISSUES]** needed to complete their books. **Context:** - Audience: small business clients who may not understand accounting details - Goal: explain missing items clearly without sounding critical or confusing - Tone: polite, professional, and helpful - Style: brief intro, clear bullet list, and friendly closing - Variables: - **Client Name:** [INSERT CLIENT NAME] - **Missing Items:** [INSERT LIST OR CATEGORY, e.g., bank statements, receipts, payroll data] - **Deadline (optional):** [INSERT DATE] - Structure: 1. Friendly opening 2. Short explanation of why items are needed 3. Bullet list of missing documents 4. Instructions for how to send or upload them 5. Thank-you and next steps - Output Length: **150–250 words**