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CFOs just gave AI an ultimatum

Sunday, January 11, 2026

Hey, !

Welcome back to AI Accounting Daily.

CFOs think AI's just a fad unless it boosts profits. 2026 might surprise them. RSM's 'Ask Luca' AI speeds up audits. Your playbook could need a rewrite. Mercans' AI shakes up payroll. Imagine sipping coffee while it processes itself.

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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.

Latest in Accounting AI

1

CFOs in 2026: AI's Only Cool if It Pays Off

So CFOs are basically saying AI's just a fad unless it fattens up the bottom line. 2026 could look a lot different if they don't see those dollar signs. Are we all just chasing trends or is AI the real deal?
Read full story
2

RSM's 'Ask Luca' AI Speeds Up Audits—Instant Insights!

RSM just unleashed 'Ask Luca'—an AI that speeds up audits like never before. Instant insights. Your audit playbook might need a rewrite soon. Are you ready for audits in turbo mode?
Read full story
3

Mercans' AI Just Made Payroll a Game Changer

Mercans just unleashed AI on payroll. Yup, it’s a total shake-up. Imagine payroll processing itself while you sip your coffee. And your payroll team? They might actually get to go home on time. How’s that going to change your Mondays?
Read full story

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. Browse AI automates web data collection so accounting firms track client updates, competitor pricing, or compliance changes without manual research or spreadsheet maintenance.

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. 📊 Jenesys deploys an AI accounting co-pilot that automates transaction coding and reconciliations so your firm reduces partner review time, mitigates errors and boosts client profitability.

Updates in AI

1

Disney's $1B OpenAI Deal Has SAG-AFTRA on Edge

Disney just threw down $1B on OpenAI. And SAG-AFTRA? They're not thrilled. This could shake up Hollywood in ways we haven't seen. What exactly is Disney planning?
Read full story
2

Anthropic's $183B Secret? Sibling Power Plays

Anthropic's worth $183B and it's run by siblings. Yep, family dinners must be intense. How did they pull off this valuation magic? There's more to this story than just family ties.
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3

You Can Beam Anything to Gemini on Android Now!

Android just unlocked a wild feature—beam anything to Gemini. Yep, photos, files, even your favorite GIFs. It's like your phone turned into a teleportation device. But what does this mean for your data security?
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Prompt of the Day

Develop Tax Return Review Checklist
**Role:** You are an **experienced tax manager** who builds detailed review checklists for accounting teams. **Action:** Create a **Tax Return Review Checklist** for **[INSERT RETURN TYPE]** that ensures consistency, accuracy, and compliance. **Context:** - Audience: tax preparers and reviewers inside an accounting firm - Goal: standardize review steps and reduce errors before filing - Tone: professional and instructional - Format: numbered checklist grouped by review stage - Variables: - **Return Type:** [Business / Individual / Partnership / S-Corp] - **Tax Year:** [INSERT YEAR] - **Software Used (optional):** [INSERT SOFTWARE, e.g., UltraTax, Drake, Lacerte] - Structure: 1. Data entry and documentation 2. Income and deduction accuracy 3. Balance sheet review 4. Credits and carryovers 5. Final review and e-file confirmation - Output Length: **15–25 checklist items**