Hey, !
Welcome back to AI Accounting Daily.
We had this master tracking spreadsheet. 47 tabs. Color-coded nightmares. Every Monday, someone would update the wrong row. Every month-end, a formula would break and three people would argue about whose fault it was.
We all hated it. We all needed it.
That's not operations. That's shared trauma.
Moved everything to Process Street. Tasks route automatically. Approvals happen inline.
No more hunting for who did what.
The spreadsheet is gone. The Monday fights are gone.
Try Process Street. Let something die.
1. 📋 Taxfyle streamlines tax preparation and filing so small accounting firms handle clients faster, minimize errors, and free capacity for high-value advisory services.
2. ⚡ Julius AI analyzes financial documents and generates plain-language summaries so accountants streamline client explanations, improve accuracy, and save billable hours on reviews.
3. ⚡ AiSDR automates outbound sales prospecting and personalized lead engagement, delivering a predictable meeting pipeline to free up partner capacity for advisory services.
4. ⚡ Hume AI powers empathic voice interfaces for client support so firms deliver more personalized, human-like responses while maintaining high-volume communication across all digital channels.
5. 🤝 Karbon uses AI to summarize email threads, draft replies and create client‑work summaries so your firm streamlines communication, reduces admin pain, and focuses on advisory.
6. 📋 H&R Block AI Tax Assist guides DIY filers with 24/7 AI-driven support, automating common tax questions and reducing errors while freeing accountants for advisory work.
7. 💰 Gusto automates payroll, benefits, and compliance so accounting firms reduce manual errors, free team hours, and deliver timely, accurate client payroll services.