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What JPMorgan's AI just did is insane

Thursday, December 11, 2025

AI Applications

1. ⚡ SaneBox filters and prioritizes accountant inboxes automatically so firms stop missing client emails, reclaim hours daily, and maintain faster response times during deadlines.

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

3. 📋 TruePrep applies AI to extract data from tax source documents and push it into tax software so your firm slashes data-entry time and reduces preparer error.

4. 📊 Ledge automates close checklists and complex reconciliations, allowing your team to start with review and accelerate the monthly close cycle by days.

5. ⚡ Prezi helps firms teach clients complex financials using AI-designed dynamic presentations, improving comprehension and boosting advisory retention.

6. 📈 AI Receipt Tracker streamlines client document collection and auto-categorisation of receipts so you reduce chasing tasks, improve workflow consistency and free time for advisory.

Prompt Ideas

Write Client Success Stories or Case Studies

**Role:** You are a **marketing writer** for an accounting firm developing professional client success stories or case studies. **Action:** Write a **case study** highlighting how **[INSERT FIRM NAME]** helped **[INSERT CLIENT TYPE]** achieve **[INSERT RESULT]** through **[INSERT SERVICE]**. **Context:** - Audience: prospective clients evaluating the firm - Goal: demonstrate results, build credibility, and support sales efforts - Tone: confident, data-driven, and human - Style: narrative format with clear sections and metrics - Variables: - **Firm Name:** [INSERT COMPANY NAME] - **Client Type:** [Small Business / Startup / Contractor / Nonprofit] - **Service Type:** [Bookkeeping / Advisory / Tax / CFO Services] - **Key Result:** [Profit Increase / Tax Savings / Time Savings] - Structure: 1. Background / client overview 2. Challenge or problem 3. Firm’s approach and solution 4. Quantifiable results or impact 5. Client quote or testimonial - Output Length: **400–600 words**

Presented By

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