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What happens when CFO confidence peaks

Monday, January 5, 2026

AI Accounting Daily
Hey, Accounting Pros!
Welcome back to AI Accounting Daily.
CFOs are the most confident in four years, and that is risky. History shows that is when quiet errors turn into very loud costs. One tea shop owner once called AI cold, now it runs everything. Wait until you hear what finally changed her mind about it. And while firms argue about tools, $3k AI agencies chase your best clients.

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F*CK receipts

F*CK receipts

I used to stuff them in my pocket and pray. Crumpled gas station paper. Faded taxi slips.

A shoebox of shame I'd dump on my accountant once a year.


That's not bookkeeping. That's punishment.


So I stopped. Now I use Dext. Snap a photo. Done.


The AI extracts everything—even from crumpled, coffee-stained disasters—with 99.9% accuracy.

Categorizes it. Sends it to my accounting software.

I haven't manually entered a receipt in six months.


Try Dext. Take the win.

Latest in Accounting AI

1

CFO Confidence Hits a 4-Year High. That's When Mistakes Get Expensive.

CFO confidence just peaked. Highest in four years. Historically, that's exactly when things get expensive. Inflation's sticky. Tariffs are back. The bond market's on edge. But the C-suite? Nothing but blue skies. When the data and the boardroom disagree this hard, somebody's wrong.
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2

She Swore Off AI. Now It Runs Her Tea Shop.

Melanie Miller called AI cold. Corporate. The opposite of her handcrafted tea business. That was six months ago. Now it writes her product copy, manages inventory, answers customer emails. The full works. What finally broke her? Probably sounds familiar.
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3

AI Agencies Cost $3k to Start. Some Make $50k/Month.

$3k to start. $50k/month in revenue. That's the AI agency math while most firms are still debating whether ChatGPT is safe. Some guy with a laptop is building client relationships that took you twenty years. He's already emailing your clients.
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AI Applications

1. Gamma generates professional client presentations and advisory proposals using AI to replace tedious slide formatting with polished, interactive documents that win new business faster.

2. Wrike tracks billable hours and manages multi-client projects in a single source of truth, empowering firm owners to prevent scope creep and productize profitable CFO services.

3. Base44 allows firms to build custom back-office tools and client portals using only natural language, instantly standardizing internal firm workflows and eliminating tool sprawl.

4. 👥 Mega HR automates resume screening, interview scheduling and candidate tracking so your firm reduces hiring admin, improves recruitment efficiency and secures top‑talent faster.

5. 🧾 Bill Bill automates manual accounts payable and receivable workflows so firm owners eliminate paper checks, streamline client approvals, and reclaim time for profitable advisory services.

6. 🏦 Moonclerk streamlines recurring client payments and invoicing so your firm reduces follow-ups, improves cash flow, and standardizes client billing processes effortlessly.

7. 🤝 Quo (openphone) streamlines client communication with 24/7 AI agents and shared team inboxes to ensure fast response times and save billable hours on administrative busywork.

Updates in AI

1

Gmail’s Letting AI Read Your Inbox. By Default.

Google enabled a setting that lets AI train on your Gmail. By default. Every client email, every attachment, every 'privileged and confidential' thread you assumed was locked down. You weren't asked. The toggle was just there. Already on.
Read full story
2

Google’s Go-Winning AI Guy Is Betting on Glasses

The guy who built AlphaGo just raised $290 million. Not for another AI model. For glasses. Regular looking glasses with AI baked in. His bet: your phone becomes a backup device within a decade. Given his last "impossible" project beat the world's best Go player, maybe don't laugh yet.
Read full story
3

Google’s Nobel AI guy thinks glasses are the killer app

The guy who literally won a Nobel Prize for AI thinks the future is... glasses. Demis Hassabis says everyone's wearing AI specs in five years. Google tried this in 2013 and people got punched in bars for wearing them. Same company. Same idea. What's different this time?
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Prompt of the Day

Draft Firm-Wide Email Standards
**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 **Draft Firm-Wide Email Standards** 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