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Your AI has a secret mode

Tuesday, December 30, 2025

AI Accounting Daily
Hey, Accounting Pros!
Welcome back to AI Accounting Daily.
There is a hidden button in your AI tool that 75% never touched, yet. We will show where it hides and why it could speed up month end. Mark Cuban says skip Big Tech and learn faster inside a ten person shop. The IRS cut staff, yet letters, levies, and liens still hit your clients. We dig into what happens when the only response comes from a machine.

Presented By

I stopped listening to voicemails. Best decision I ever made.

I stopped listening to voicemails. Best decision I ever made.

47 voicemails last Tuesday. Rambling messages.

"Hey, it's me, call me back." No context. No callback number half the time. Just guilt piling up while I tried to do actual work.


That's not a system. That's a hostage situation.


So I stopped. Now Sona answers my calls. It's Quo's AI agent.

Sona picks up. Asks the right questions.

Sends me a summary: who called, what they need, how urgent. I read it in 10 seconds.


Follow up when I'm ready. No more decoding garbled messages at 9pm.


Try Quo. Kill the voicemail.

Latest in Accounting AI

1

75% of Finance Pros Have Never Found Agent Mode

Agent mode has been sitting in your AI tools this whole time. 75% of finance pros have never touched it. Not because it's paywalled. Not because it's buried. Because nobody told them to look. That's either embarrassing or the biggest shortcut you haven't found yet.
Read full story
2

Cuban to New Grads: Skip Big Tech, Go Small

Cuban just told new grads to skip Big Tech. Not because the money's bad. Because you'll learn more at a 10-person startup in six months than at Google in three years. When there's no one else to do the job, you figure it out fast. Suddenly that FAANG offer feels like a trap.
Read full story
3

The IRS Lost Staff. Collections Didn't.

The IRS cut thousands of employees. Collections didn't slow down. Turns out automated systems don't need severance packages. Your clients are still getting letters, levies, liens. Same volume. Only difference is there's nobody to call when something goes sideways. Good luck reaching a human.
Read full story

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. 🤝 Ignition automates proposals, contracts, and upfront payment collection with AI pricing insights to eliminate accounts receivable and successfully package profitable advisory services.

4. 🤝 KrispCall centralizes client calls, texts, and recordings so accountants manage firm communications securely, maintain audit trails, and respond faster from one platform.

5. Segmetrics tracks marketing funnel performance end-to-end so your firm analyzes lead origin, optimises conversion and focuses efforts on profitable prospects that drive advisory growth.

6. 🏦 Melio streamlines bill payments and invoicing, reducing manual transaction tracking and improving cash flow visibility for small accounting firms and their clients.

7. 📈 Martus applies AI to budgeting, forecasting, reporting, and cash flow processes, helping small accounting firms reduce manual work and improve data accuracy across clients.

Updates in AI

1

ChatGPT Upgraded Images…and Nano Banana Pro Still Wins

ChatGPT just got a major image upgrade. Still loses to a $20 banana. The Nano Banana Pro scans receipts faster than OpenAI's flagship. One feature. One job. Done. Meanwhile you're on step 23 of your automation workflow for the same task.
Read full story
2

Your Agentic AI Is Ready. Your Team Isn’t.

Your AI agent is ready to go. Your team isn't even close. Most firms are plugging sophisticated automation into workflows from 2019 and wondering why nothing changes. Spoiler: the tech works fine. The bottleneck is your people. And somehow that's not in anybody's budget.
Read full story
3

ChatGPT Might Start Sneaking Sponsored Answers Into Client Chats

OpenAI just confirmed they're exploring ads inside ChatGPT. Not sidebar ads. Sponsored answers baked into responses. That software recommendation you passed to a client last week? Could've been paid placement. Nobody's figured out how to disclose that yet.
Read full story

Prompt of the Day

Summarize Year-Over-Year Client Changes
**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 **Summarize Year-Over-Year Client Changes** 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