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80% of advisors still take notes by hand?!

Thursday, March 12, 2026

GM, !

This is AI Accounting Daily - lands in your inbox. Unlike those receipts.
Here's what we got today: 🎙️ 80% of advisors are still taking notes like it's 2019 💸 Paraglide just made ARR to cash embarrassingly simple ⏱️ 40 hours a month back from month-end close

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Latest in Accounting AI

1

AI Takes Notes, Your Brain Takes a Break (But Keep Thinking!)

AI's taking notes so your brain can chill. But don't get too comfy—advisors are risking a lot by not jumping on the AI train. Less than 20% are using AI notetakers. Can you believe that? What happens when AI knows your clients better than you do?
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2

AI Just Made ARR to Cash a Breeze. Seriously.

AI just turned ARR to cash into a walk in the park! Paraglide's AI agents are handling billing conversations, personalizing reminders, and managing disputes like it’s NBD. Seriously, your finance team might have some free time now. So, how long until you're letting AI handle the boring stuff?
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3

AI Tools Slash Month-End Close by 3x. Mind-Blown.

AI just made month-end close 3x faster. Yeah, you read that right. Tools like Ramp and Vic.ai are turning tedious tasks into yesterday's problem. Imagine saving 40 hours a month just like that. So what are you doing with all that extra time?
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AI Applications

1. 🤝 Aircall automates call handling and logging, ensuring small accounting firms track client conversations accurately, respond faster, and improve client communication and retention.

2. ⚡ OmniSEO tracks your firm's visibility across AI search engines like ChatGPT so you can optimize online content and capture new advisory leads beyond basic referrals.

3. ⚡ AiSDR automates outbound sales prospecting and personalized lead engagement, delivering a predictable meeting pipeline to free up partner capacity for advisory services.

4. 🤝 Close streamlines messy sales pipelines with a unified CRM and AI-automated follow-ups so accountants can consistently win high-margin advisory clients without wasting valuable billable hours.

5. 🤝 Dealfront automates website visitor identification and lead enrichment so firm owners identify high-intent prospects, build a predictable sales pipeline, and grow advisory revenue.

6. ⚡ Emergent builds custom workflow applications through conversational AI prompts so accounting owners can consolidate fragmented tech stacks and productize advisory services without hiring expensive developers.

Updates in AI

1

Phenom's AI Calls Candidates...Recruiters Just Chill

Phenom's AI is on the phones now, chatting up candidates while recruiters just sit back. Imagine getting paid to let a bot do the talking. Sounds great, right? But what happens when the AI needs a raise?
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2

KPMG's Paying Big for AI Ideas. Who Knew?

KPMG is shelling out major cash for AI ideas. Like, who knew they were so into tech? They're basically throwing money at anyone with a groundbreaking AI concept. Wonder what they're cooking up next?
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3

OpenAI’s Playing Catch-Up in the AI Coding Game!

OpenAI's trailing in the AI coding race. Yep, the same OpenAI that's been leading the charge. How did they fall behind on their own turf? Think they can catch up or is it too late?
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Today's Spotlight

Our Curated Collection of AI-powered Tools

Our Curated Collection of AI-powered Tools


Prompt of the Day

Write Landing Page Copy for Advisory Services
**Role:** You are a **copywriter** for an accounting firm writing landing page copy for advisory or CFO services. **Action:** Write **landing page copy** for **[INSERT ADVISORY SERVICE]** targeting **[INSERT AUDIENCE TYPE]**. **Context:** - Audience: business owners seeking financial guidance - Goal: convert page visitors into booked consultation calls - Tone: confident, persuasive, and professional - Style: landing page format with headline, sections, and CTAs - Variables: - **Advisory Service:** [CFO Advisory / Business Forecasting / Cash Flow Strategy] - **Audience Type:** [Small Business / Startup / Established Firm] - **Call to Action:** [Book a Call / Schedule a Consultation / Learn More] - Structure: 1. Headline and subheadline 2. Section 1: Problem or pain point 3. Section 2: Firm’s solution and value 4. Section 3: Client results or proof 5. Section 4: Clear CTA - Output Length: **400–600 words**