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AI fixed our spreadsheet nightmare

Monday, January 26, 2026

GM, !

Welcome back to AI Accounting Daily.

AI's tackling our accounting mess, and it's actually fixing the chaos. Lucid's new AI does forecasting in under a minute. Imagine the time saved. Meet Claude AI in Excel, turning month-end madness into a breeze. What will it change for you?

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Our chatbot beat OpenAI. And I didn't write a single line of code.

Our chatbot beat OpenAI. And I didn't write a single line of code.

I'm not an engineer. I work in ops. But leadership wanted an AI chatbot and IT was "slammed for the next two quarters."


So I tried building one myself. Every platform wanted code, APIs, developers. I don't have those.

Then I found CustomGPT.ai. Uploaded our docs. Customized the persona. Done in 30 minutes.


Here's the thing: it scored better than OpenAI in independent accuracy benchmarks.

10% fewer hallucinations. Every answer cites its source.


My boss thinks I'm a genius. I just clicked buttons.


Try CustomGPT.ai. Look smarter than you are.

Latest in Accounting AI

1

AI's Fixing Our Messy Accounting Problems for Real

AI's diving into our accounting chaos and somehow... it's working. The wild part? It's actually fixing things we thought were unsolvable. Remember that spreadsheet nightmare from last year? Yeah, AI's got it handled. So what's next on AI's cleanup list?
Read full story
2

Lucid's AI Cuts Forecasting to Under a Minute. Mind Blown.

Lucid just dropped a bombshell: forecasting in under a minute. Yep, you read that right. Your 3-hour forecasting marathon? Gone. Replaced by an AI that could change everything. Are we ready for this speed?
Read full story
3

Claude AI in Excel: Your New Month-End Hero

Claude AI just landed in Excel. Month-end chaos? Meet your new hero. It's like magic for those endless spreadsheets. What happens to your workflow now?
Read full story

Daily Poll

Reader Poll

Which task do you most want AI to save you time on?
Poll options:
Client onboardingDashboards & reportingTax prep & planningSocial Media Content Creation
This poll was available in the email newsletter.

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. Quil automates meeting transcriptions and AI-generated summaries to eliminate manual note-taking, allowing firm owners to focus on client conversations while maintaining accurate, searchable records.

4. Reclaim.ai automates your team’s scheduling and task time-blocking so your firm protects advisory time, avoids burnout and improves capacity planning.

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. 🤝 Notta transcribes and summarises client calls and team meetings so your firm tracks action items, improves response time and eliminates lost information from email chains.

Updates in AI

1

OpenAI Teams Up with Leidos to Shake Up Uncle Sam's Playbook

OpenAI just teamed up with Leidos to tackle Uncle Sam's biggest challenges. Yeah, like defense and intelligence stuff. Can you imagine the AI muscle behind government ops now? What's next, AI running Congress?
Read full story
2

Google's AI Can't Tell Its Own Fake Pics Apart

Google's AI just got punked by its own fake pics. Yep, it can't even tell what it created. So much for being all-knowing, right? How did it manage to fool itself?
Read full story
3

OpenAI's Ads Might Hit $25B by 2030—Watch Out, Google!

OpenAI's gunning for $25B in ads by 2030. Google, you might want to watch your back. This AI powerhouse is creeping into your territory. Is the ad world ready for this shake-up?
Read full story

Prompt of the Day

Write Templates for Client Portal or Document Requests
**Role:** You are a **client success coordinator** who writes polite, professional templates for requesting documents through a client portal. **Action:** Write a **client document request template** for **[INSERT DOCUMENT TYPE OR PERIOD]** through **[INSERT PORTAL NAME]**. **Context:** - Audience: clients submitting files for bookkeeping or tax preparation - Goal: make document requests clear, secure, and easy to follow - Tone: polite, efficient, and professional - Style: short email or portal message with bullet-listed items - Variables: - **Document Type:** [Bank Statements / Receipts / Tax Forms / Payroll Reports] - **Portal Name:** [Canopy / TaxDome / Google Drive / Firm Portal] - **Deadline:** [INSERT DATE] - Structure: 1. Greeting and purpose of request 2. List of needed documents (bulleted) 3. Clear instructions for upload 4. Reminder of deadline and support contact 5. Thank-you and closing line - Output Length: **125–200 words**