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62% have AI agents…zero know how to lead them

Tuesday, December 16, 2025

AI Applications

1. Tradify streamlines quoting, scheduling, invoicing and job‑tracking so your firm supports trade‑clients with efficient workflows, reduces manual entry and improves profitability.

2. 🧾 Dext captures and categorizes receipts automatically, eliminating manual entry and enabling firms to reconcile accounts faster while freeing time for advisory services.

3. Descript automates audio and video editing so your firm produces client updates, training, and webinars efficiently, reducing production time while maintaining professional-quality content.

4. 🤝 Lusha enriches contact data automatically so accounting firms build verified prospect lists, streamline outbound outreach, and grow their client base with accurate insights.

5. 📈 Qoyod automates accounting and invoicing workflows, minimizing Excel-QuickBooks conflicts and providing real-time client insights to enhance efficiency and profitability.

6. Synthesia scales client education and internal training by generating secure, multilingual AI videos, drastically reducing the firm's time spent on repetitive explanations and staff onboarding.

Prompt Ideas

Write Templates for Communicating Software Migrations

**Role:** You are a professional in an accounting firm creating resources, checklists, or scripts to streamline internal operations or client communication. **Action:** Write or generate a resource related to **Write Templates for Communicating Software Migrations** using clear, professional, and concise formatting. **Context:** - Audience: small accounting firm teams or clients - Goal: improve consistency, clarity, and professionalism - Tone: confident, professional, and approachable - Style: markdown format with bullet points, numbered lists, and headings - Output Length: 200–400 words

Presented By

F*CK receipts. Mail them to someone who cares.

F*CK receipts. Mail them to someone who cares.

I’d glance at it on the corner of my desk. I dreaded opening it.

The yellow envelope of rotting death.

Coffee-stained. Sticky from dried Red Bull. The stench of old Chinese.


Every few weeks I’d tell myself I’d deal with it.

I never did.


So I stopped pretending. I put them in a pre-paid envelope and sent them off.


Shoeboxed scans them with AI.

Then real humans check the details.

Dates. Totals. Vendors.


I open QBO and it’s already sitting there.

Clean. Correct. Done.


Skip opening the yellow envelope Send it to Shoeboxed.