
AI Applications
1. ⚡ Trupeer automates the creation of tutorial videos and SOP guides from screen recordings so your firm up-skills juniors, standardises training and reduces partner review time.
2. ⚡ Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.
3. ⚡ ExcelMaster.ai generates precise formulas, VBA scripts, and Python models using AI so your firm automates complex spreadsheet tasks, reduces errors, and boosts productivity.
4. 🤝 Ignition automates proposals, contracts, and upfront payment collection with AI pricing insights to eliminate accounts receivable and successfully package profitable advisory services.
5. 🏦 Melio streamlines bill payments and invoicing, reducing manual transaction tracking and improving cash flow visibility for small accounting firms and their clients.
6. 🤝 KrispCall centralizes client calls, texts, and recordings so accountants manage firm communications securely, maintain audit trails, and respond faster from one platform.
Prompt Ideas
Draft FAQ Sheets for Client Onboarding
Presented By
The VBA guy quit. I panicked. Then I didn't.
We had one person who knew VBA. He left. Everyone looked at me.
I don’t know VBA.
Turns out that's not the problem I thought it was. The problem was needing to know VBA in the first place.
Now I just describe what I need. ExcelMaster.ai writes it, runs it, fixes it if it breaks. I've automated three reports this month. Nobody knows I can't code. Nobody needs to know.
Be the new VBA guy. → Try ExcelMaster.ai
