

Presented By
The spreadsheet was 47 tabs. We killed it.
We had this master tracking spreadsheet. 47 tabs. Color-coded nightmares. Every Monday, someone would update the wrong row. Every month-end, a formula would break and three people would argue about whose fault it was.
We all hated it. We all needed it.
That's not operations. That's shared trauma.
Moved everything to Process Street. Tasks route automatically. Approvals happen inline.
No more hunting for who did what.
The spreadsheet is gone. The Monday fights are gone.
Try Process Street. Let something die.
Latest in Accounting AI
10 AI Tools That Interview Your Candidates Before You Do
Musk Sees Triple-Digit Growth From AI. Cuban Wants to Tax It.
AI Applications
1. ⚡ Slides AI turns your narrative or Excel/QuickBooks data into professional client dashboards or board-packs so you spend less time creating and more time advising.
2. ⚡ Text App streamlines client support using an AI-powered workspace to automate routine communication tasks, enabling firms to respond faster and save significant billable hours.
3. ⚡ Treble automates WhatsApp client communications through AI-driven workflows and CRM integration, helping firm owners respond faster to inquiries and maintain proactive, secure client engagement.
4. 🧾 Travel Code simplifies expense tracking and travel management, automating receipts and reporting so small accounting firms reduce manual entry and improve client billing accuracy.
5. 🧾 Tailride automates collection and processing of client invoices and receipts so your firm eliminates manual entry, improves accuracy and boosts margin per client.
6. 📈 Jinna.ai automates meeting notes and client follow-ups so accountants reduce administrative overhead, capture actionable insights, and accelerate advisory delivery without missed details.
7. 📈 Liveflow automates multi-entity financial consolidation into live Google Sheets, eliminating manual data entry and version-control chaos to save firms days per month.
