Hey, !
Welcome back to AI Accounting Daily.
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.
1. š Keeper automates month-end close reviews and client document collection so bookkeepers eliminate manual reconciliation grind, catch coding errors instantly, and free capacity for high-margin advisory services.
2. ā” Fellow automates meeting transcription and action-item tracking so firm owners capture every billable detail, eliminate manual note-taking, and ensure staff follow-up on critical client advisory decisions.
3. ā” Landbot treamlines client document collection and lead qualification through no-code AI chatbots, enabling firm owners to eliminate manual chasing and improve operational margins effortlessly.
4. š Databox consolidates disparate data into automated KPI dashboards so accountants can monitor firm performance and teach clients with real-time, visual financial status updates.
5. š¤ Amplemarket manages outbound lead generation with an AI sales copilot to help firm owners build a predictable pipeline and proactively target profitable client niches beyond referrals.
6. ā” Content Bot automates newsletter, proposal and blog creation so your firm consistently builds thought-leadership, nurtures leads and grows a predictable pipeline without extra head-count.
7. š¤ CloudTalk manages callācentre and client phone workflows so your firm centralises communications, reduces missed calls and delivers responsive client service across borders.