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JPMorgan just freed 360k hours?!

Tuesday, March 24, 2026

GM, !

This is AI Accounting Daily - the second best thing in the world. (#1 is remembering your password without resetting it.)
Here's what we got today: 🏦 JPMorgan freed 360k hours using a method you're probably ignoring 🎯 Zeni's AI bookkeeping just hit 99% accuracy and yeah that's real 🧠 Dext's AI watches how you work then does it for you

Presented By

I stopped typing in meetings. My notes got better.

I stopped typing in meetings. My notes got better.

I used to type so fast I'd miss half of what was said. Click-clack-clack through every call. Eyes on my keyboard, not the screen.

Then someone would ask my opinion and I'd panic. "Sorry, can you repeat that?"


That's not note-taking. That's performance art.


So I stopped. Now I use Fellow. The AI transcribes everything. I just listen.


Last week I caught three things I would've missed while typing. My notes are clearer. My follow-ups are faster.


Turns out the best notes are the ones I don't take.


Latest in Accounting AI

1

JPMorgan's AI Trick Saved 360k Hours. Ready to Try It?

JPMorgan's AI magic just freed up 360,000 hours. No joke. Teams of finance pros whipped up tools in 48 hours, cutting hours-long tasks to minutes. All by using a simple method you probably haven't tried yet. Curious how? You're not the only one.
Read full story
2

Zeni's AI Bookkeeping Crushes It with 99% Accuracy!

Zeni's AI bookkeeping is hitting a jaw-dropping 99% accuracy. Yeah, you read that right. It's combining AI smarts with human expertise to knock your socks off. But can it really outdo what you've been doing manually? Time to find out if your job's on the line.
Read full story
3

Dext's AI Learns Your Moves...and Automates Them!

Dext's new AI can actually learn how you work and automate those repetitive bookkeeping tasks you hate. It’s like it reads your mind but still lets you be the boss. Imagine saving all that time and focusing on the fun stuff—like advising clients. How’s that for upgrading your workflow?
Read full story

AI Applications

1. 📈 Fiskl automates multi‑currency reconciliation and transaction categorization using AI so your firm reduces reconciliation time by up to 80% and strengthens global cash‑flow control.

2. Castmagic transcribes client meetings and webinars into automated newsletters and social posts so firm owners repurpose billable hours into high-impact marketing assets.

3. MindStudio builds custom AI agents for automated invoice verification and expense categorization so firms reduce partner review time and upskill juniors with digital copilots.

4. Unbounce builds high-converting landing pages with AI-driven optimization, helping firm owners generate a predictable pipeline of profitable clients without requiring in-house technical or design expertise.

5. 👥 Trainual standardizes onboarding and procedure documentation, reducing training time for new staff and upskilling juniors while maintaining consistent quality across small accounting firms.

6. 🤝 Quo (openphone) streamlines client communication with 24/7 AI agents and shared team inboxes to ensure fast response times and save billable hours on administrative busywork.

Updates in AI

1

BNY Managers Now Juggle Humans and 140 AI 'Employees'

BNY Mellon managers now have 140 AI 'employees' on their team. Yep, actual AI handling tasks alongside human coworkers. Imagine managing your team and a fleet of algorithms. How exactly do you give performance reviews to robots?
Read full story
2

AI Sales Reps Win Trust...More Than You'd Think

AI sales reps are winning over customers' trust. Yep, more than human reps. And you thought your charm was irreplaceable. So, what's their secret sauce?
Read full story
3

Pea Ridge's AI Chatbot Answers Your Questions 24/7—No Humans Needed!

Pea Ridge just launched an AI chatbot that never sleeps. Yep, it's answering questions all day, every day, and no humans needed. So, is it really better than a late-night call to customer service? Guess we'll find out when it starts giving tax advice.
Read full story

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Prompt of the Day

Summarize Year-Over-Year Client Changes
**Role:** You are a professional in an accounting firm creating resources, checklists, or scripts to streamline internal operations or client communication. **Action:** Write or generate a resource related to **Summarize Year-Over-Year Client Changes** using clear, professional, and concise formatting. **Context:** - Audience: small accounting firm teams or clients - Goal: improve consistency, clarity, and professionalism - Tone: confident, professional, and approachable - Style: markdown format with bullet points, numbered lists, and headings - Output Length: 200–400 words