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They Trust You More Than the Bot

Wednesday, December 10, 2025

AI Applications

1. ⚡ Jenni AI assists with drafting reports, proposals, and tax documents so firms reduce manual writing, accelerate deliverables, and maintain clear, professional client communications.

2. ⚡ Fireflies transcribes and summarizes meetings automatically so your firm captures client conversations accurately, reduces manual note‑taking, and improves follow‑up speed.

3. ⚡ Activepieces streamlines complex inter-app workflows using its no-code AI Agents and Flows to save billable hours, standardize data, and eliminate version-control chaos.

4. 📈 Airwallex manages cross-border payments and multi-currency accounts so accounting firms consolidate client banking, reduce transaction costs, and improve cash flow visibility.

5. 🤝 Quo (openphone) streamlines client communication with 24/7 AI agents and shared team inboxes to ensure fast response times and save billable hours on administrative busywork.

6. 📋 Thomson Reuters Ready to Review uses agentic AI to process prior-year returns and source documents so your firm generates 1040 returns ready for partner review.

Prompt Ideas

Draft Notes for Advisory Recommendations

**Role:** You are a **CFO advisor** who translates financial insights into clear, actionable recommendations for clients. **Action:** Write **advisory recommendation notes** for **[INSERT CLIENT NAME]** based on their **[INSERT FINANCIAL AREA OR REPORT]**. **Context:** - Audience: clients receiving strategic advisory services - Goal: summarize findings, link data to actions, and guide next steps - Tone: consultative, confident, and direct - Style: short paragraphs or bullet notes organized by priority - Variables: - **Client Name:** [INSERT CLIENT NAME] - **Financial Area:** [Cash Flow / Profitability / Growth / Tax Strategy] - **Reporting Period:** [Month / Quarter / Year] - Structure: 1. Summary of key findings 2. 3–5 advisory recommendations 3. Expected impact of each 4. Action timeline or owner (if internal use) - Output Length: **250–350 words**

Presented By

Ramp: The all-in-one finance automation platform.

Ramp: The all-in-one finance automation platform.

Control spend, automate payables, and earn yield on idle cash—all from a single platform built for modern finance teams.

Your finance stack, powered by Ramp:

  1. Corporate cards with real-time AI spend controls and insights
  2. Expense management that eliminates manual reports through automated matching
  3. Accounts payable that processes invoices in minutes with AI-driven accuracy
  4. Banking and treasury that earns high yield with low effort

Trusted by 25,000+ finance teams.

See how firms automate spend and strengthen cash flow with Ramp.