A 6-hour 1065...is that even real?

Sunday, September 6, 2026

GM, !

This is AI Accounting Daily - no adjusting entries needed.

Here's what we got today: 🚀 Form 1065 in 6 hours and 40% of top firms are already using it 🤖 Someone built a CFO's chief of staff in 60 minutes on camera 💸 Why CFOs keep wasting money on AI tools that go nowhere

Latest in Accounting AI

Form 1065 in 6 Hours? Basis AI Just Did It!

Form 1065 in just 6 hours?! Basis AI just pulled off a 6x speedup on partnership returns. And it's not some niche tool—it's already in 40% of top firms. But here's the kicker: language models make it a bit like editing footnotes in recipes. Can they really keep it stable?

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Watch This AI Build a CFO's Chief of Staff in 60 Minutes

So, AI just built a CFO's Chief of Staff in 60 minutes. Yeah, you read that right. They connected live financial systems and even scheduled tasks without you lifting a finger. What else can it automate while you sip your coffee?

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CFOs: Stop Buying AI Tools and Start Doing This

CFOs are blowing cash on AI tools and getting zilch. Turns out, it's not about the tools. It's about the order you do things. Glenn Hopper's pulling back the curtain in a live masterclass. Want to know the two spots where programs crash and burn?

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AI Applications

1. ⚡ Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.

2. ⚡ SmartSuite consolidates practice management and client data to automate document collection and standardize workflows for predictable, profitable delivery.

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

4. 🧾 Shoeboxed automates receipt scanning and expense categorization so accounting firms eliminate manual data entry, reduce errors, and gain accurate, auditable client expense records.

5. 🤝 Softr builds secure, no-code client portals and live dashboards to automate client document collection, eliminating version chaos and freeing capacity for advisory.

6. 🤝 CloudTalk manages call‑centre and client phone workflows so your firm centralises communications, reduces missed calls and delivers responsive client service across borders.

Updates in AI

AI's Hiring Spree: Factories Are Booming!

Factories are going wild on a hiring spree. Yup, you read that right—AI is behind the boom. Forget the layoffs, these robots are creating jobs. But what does that mean for your bottom line?

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Today's Spotlight

Our Curated Collection of AI-powered Tools

Prompt of the Day

Generate Onboarding Checklists

**Role:** You are an **operations consultant** for accounting firms who creates practical onboarding checklists. **Action:** Create a detailed onboarding checklist for **[INSERT CLIENT TYPE OR SERVICE TYPE]**. **Context:** - Audience: internal accounting team - Goal: standardize the onboarding process and prevent missed steps - Tone: professional and concise - Format: numbered checklist or table - Variables: - **Service Type:** [INSERT SERVICE, e.g., Bookkeeping, Tax Prep] - **Software Tools (optional):** [INSERT TOOLS, e.g., QuickBooks, Gusto] - Structure: 1. Pre-engagement 2. Setup & access 3. Data collection 4. Review & deliverables 5. Client handoff & follow-up - Output Length: **15–25 checklist items**