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The part of AI nobody budgeted for

Monday, December 29, 2025

AI Accounting Daily
Hey, Accounting Pros!
Welcome back to AI Accounting Daily.
Your shiny new finance AI might flop because 80% of the work stays hidden. Not in the model, but in old names and messy data everywhere. Buffett, Lynch, and Fisher keep buying one chip maker behind Nvidia's big show. Their quiet pick could shape which AI tools your firm can use tomorrow. And Mark Cuban wants new grads skipping Big Tech to learn AI inside small firms.

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I love spreadsheets. (I'm lying.)

I love spreadsheets. (I'm lying.)

I used to tell people I was "good with Excel."

Translation: I spent half my week copying data between tabs, color-coding rows like a maniac, and praying nobody asked for a filter I couldn't build.


That's not a skill. That's a coping mechanism.


Then I found Softr. Took my messy Google Sheet.

Turned it into an actual app with a real interface. Took an hour. No code.


Now clients log in and see their data. Clean. Professional. I look like I know what I'm doing.


Use Softr. Retire the spreadsheet. You've suffered enough.

Latest in Accounting AI

1

Your Finance AI Will Fail. It's Not the Model.

Your finance AI is going to fail. Not because the model sucks. Because your data does. Scattered systems. Inconsistent formats. Naming conventions from three CFOs ago. Turns out 80% of the work happens before AI touches anything. And nobody budgeted for that part.
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2

Everyone's Buying Nvidia. The Smart Money's on Taiwan Semi.

Everyone's fighting over Nvidia. Buffett, Peter Lynch, Ken Fisher? All bought Taiwan Semi. Different decades. Same bet. TSMC makes the chips Nvidia literally can't exist without. The smart money keeps picking the supplier over the star. Might be worth asking why.
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3

Cuban to New Grads: Skip Big Tech. Small Firms Need You More.

Mark Cuban just told new grads to skip Google. Not scale down. Skip. His pitch: small firms let you see everything, touch everything, learn how AI actually changes work. At Big Tech, you're a cog watching from the sidelines. Weird advice from a billionaire. Unless he knows what's coming.
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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. 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.

4. Laxis transcribes and summarizes meetings so accounting teams track client conversations accurately, reduce follow-up time, and improve communication clarity across the firm.

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

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

7. 🧾 ScanRelief automates receipt-and-invoice filename cleanup and Excel conversion so your firm eliminates document chaos, reduces manual entry errors and accelerates client close cycles.

Updates in AI

1

Agentic AI Isn’t Your Sales Intern—it’s Your RevOps Team

Most firms treat agentic AI like a glorified SDR. Send emails. Book calls. Maybe write a follow-up. That's like hiring a CFO to do data entry. The real play? It runs your entire revenue operation. Pricing. Renewals. Churn signals. No approval needed. And most firms aren't even close to ready for that.
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2

AI Killed Your Sales Script. I Took My $10k.

A tax pro typed one prompt. AI wrote one email. They closed $10k. No funnel. No nurture sequence. No 'just checking in' that makes everyone cringe. Just one message that actually knew what to say. That cold call script you've been tweaking since 2019? AI didn't even look at it.
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3

This Vendor Took Four Days to Lose $10k

Four days. That's how long it took one vendor to turn a breach into a $10k loss. Not because the attack was sophisticated. Because nobody checked the damn inbox. Your vendor contracts probably have security clauses. Cool. Doesn't matter if their IT guy is on vacation.
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Prompt of the Day

Draft Emails Explaining Missing Items in Books
**Role:** You are a **client communication specialist** for an accounting firm who writes clear, professional emails about missing bookkeeping items. **Action:** Write an email to **[INSERT CLIENT NAME]** explaining the **[INSERT MISSING ITEMS OR ISSUES]** needed to complete their books. **Context:** - Audience: small business clients who may not understand accounting details - Goal: explain missing items clearly without sounding critical or confusing - Tone: polite, professional, and helpful - Style: brief intro, clear bullet list, and friendly closing - Variables: - **Client Name:** [INSERT CLIENT NAME] - **Missing Items:** [INSERT LIST OR CATEGORY, e.g., bank statements, receipts, payroll data] - **Deadline (optional):** [INSERT DATE] - Structure: 1. Friendly opening 2. Short explanation of why items are needed 3. Bullet list of missing documents 4. Instructions for how to send or upload them 5. Thank-you and next steps - Output Length: **150–250 words**