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Friday, December 19, 2025

AI Accounting Daily
Hey, Accounting Pros!
Welcome back to AI Accounting Daily.
AI could drive $3 trillion in spend, and four finance stocks win. Two of them are likely already sitting on your monthly vendor list. Then a CFO built a working budget app in five minutes with one prompt. Most teams spend months on budgets, so this five minute build hits hard. Now AI is helping shady firms fake reports, and you are expected to catch it.

Latest in Accounting AI

1

AI Is Automating Finance. These 4 Stocks Win.

$3 trillion. That's how much Wedbush thinks companies will spend on AI in three years. While you're debating which chatbot to try, four stocks are quietly positioned to collect on every finance automation deal. Two of them are probably already on your invoices.
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2

Budget Season Takes Months. This App Took 5 Minutes.

Wealthfront's CFO built a working budget app in 5 minutes. No engineers. No IT ticket. Just a prompt. Budget season takes most teams months. This took a coffee break. Kind of makes you wonder what's actually slowing you down.
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3

AI Is Helping Companies Sound Hireable

Companies are using AI to fake their way through due diligence. Fabricated financials, polished pitch decks, compliance docs that look airtight. Not legit businesses. Just really good prompts. And you're the one who's supposed to catch it.
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AI Applications

1. Vida manages 24/7 AI call answering and automated appointment scheduling so firm owners stop missing inquiries and free staff from repetitive administrative phone work.

2. Lindy automates admin and research tasks with AI assistants so accountants delegate scheduling, email drafting, and data prep to free time for advisory work.

3. leadpages generates high-converting landing pages with lead enrichment and A/B testing, helping firms build a predictable pipeline of high-quality advisory clients beyond referrals.

4. 🤝 Lawpath simplifies legal compliance by providing on-demand attorney-verified contracts and automated document creation, allowing firm owners to protect their business and clients without expensive hourly legal fees.

5. 🤝 Reply.io automates email outreach and follow-ups so accounting firms nurture leads, schedule consultations, and grow their pipeline without manual CRM chasing.

6. 🧾 Navan streamlines expense management from swipe to reconciliation, providing real-time visibility and integrating key data with the ERP to save hours on the monthly close.

Updates in AI

1

Kaggle Just Taught 1.5M People to Build AI Agents

Kaggle just taught 1.5 million people to build AI agents. Free course. Five hours. Not theory. Real agents that automate workflows, pull data, make decisions. Most of them aren't accountants. But they're all practicing on the same kind of tasks you do.
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2

OpenAI Wants a $750B Valuation…and Investors Might Pay

OpenAI lost $5 billion last year. Made $4 billion. Still wants a $750 billion valuation. Investors might pay it. Because apparently betting against the company building AGI feels worse than ignoring the math. At some point, one of those fears has to be wrong.
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3

Google’s New AI Reads Your Inbox Before You Do

Google's AI is reading your inbox before you do. Not spam filters. Actually reading. Summarizing. Deciding what deserves your attention. They're calling it a productivity feature. Feels more like surveillance with better branding.
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Prompt Ideas

Generate Onboarding Checklists

**Role:** You are an **operations consultant** for accounting firms who creates practical onboarding checklists. **Action:** Create a detailed onboarding checklist for **[INSERT CLIENT TYPE OR SERVICE TYPE]**. **Context:** - Audience: internal accounting team - Goal: standardize the onboarding process and prevent missed steps - Tone: professional and concise - Format: numbered checklist or table - Variables: - **Service Type:** [INSERT SERVICE, e.g., Bookkeeping, Tax Prep] - **Software Tools (optional):** [INSERT TOOLS, e.g., QuickBooks, Gusto] - Structure: 1. Pre-engagement 2. Setup & access 3. Data collection 4. Review & deliverables 5. Client handoff & follow-up - Output Length: **15–25 checklist items**

Presented By

I inherited a 47-slide deck from 2019. Fixed it in 90 seconds.

I inherited a 47-slide deck from 2019. Fixed it in 90 seconds.

The fonts were wrong. The colors were wrong. Half the images were broken.

Someone had used WordArt. WordArt. I'd been dreading this thing for a week.


That's not work. That's archaeology.


So I dropped it into Gamma.

One click. New theme. Clean layouts.


Everything aligned. Ninety seconds later, it looked like I made it myself.

I didn't redesign 47 slides. I didn't touch a single text box. I just stopped doing it the old way.


Try Gamma. Let the dead decks rest.