Ever wish you could welcome new clients with a head-turning, “Wait, how did you do that so fast?” kind of report—without spending hours hunched over spreadsheets? That’s exactly what Balanced Equation just pulled off. They added a quick intake form on their site, offering free consultations. Then BAM—CountingWorks PRO’s AI Agents swoop in, crunch the details and spit out a ready-to-customize report for everything from tax mitigation to entity setup to cash flow fixes… in minutes. The kicker? It takes less of their time to look like a top-tier advisor. Win-win. See our AI Agents in action here: https://lnkd.in/ge2vmFkN
CountingWorks PRO’s Post
More Relevant Posts
-
Reduce the Cost of Your Accounting Operations. Workday Financial Management + Auditoria.AI Propel Corporate Finance Forward.
A must-read, check out Rohit’s interview with Maura Webber Sadovi of CFO Dive “Auditoria's ‘human-in-the-loop’ option targets automation-wary finance teams.” For finance teams looking for ways to incorporate AI into their finance operations, learn how Auditoria’s human-in-the-loop technology allows users to help train the SmartBots to build trust as manual processes are automated. Read the article here: https://lnkd.in/g9FC3Afj Book a demo today to see how SmartCustomer and SmartVendor could kickstart your AI initiatives in finance. https://lnkd.in/gdvsteuD
-
-
Reduce the Cost of Your Accounting Operations. Workday Financial Management + Auditoria.AI Propel Corporate Finance Forward.
A must-read, check out Rohit’s interview with Maura Webber Sadovi of CFO Dive “Auditoria's ‘human-in-the-loop’ option targets automation-wary finance teams.” For finance teams looking for ways to incorporate AI into their finance operations, learn how Auditoria’s human-in-the-loop technology allows users to help train the SmartBots to build trust as manual processes are automated. Read the article here: https://lnkd.in/gKnZjvjq Book a demo today to see how SmartCustomer and SmartVendor could kickstart your AI initiatives in finance. https://lnkd.in/gkY6SKKS
-
-
Day 6 of 12 Days of Data: AI meets construction financials. AI is your new financial assistant. It’s not here to pour concrete, but it will pour clarity into your financial processes. With tools like ChatGPT, you can ditch the chaos and get back to building (and maybe even breathe a little). We’ve bundled up everything you need to put AI to work for your business: https://hubs.ly/Q02_BWjh0
-
Solving Financial Advisors' Time-Consuming Pain Points with YBL.AI Co-Pilot: Be The Human Not The Machine Join us for an exclusive webinar on YBL.AI Co-Pilot, an advanced AI tool designed specifically for financial advisors. More than just a note taker, YBL.AI Co-Pilot (https://www.ybl.ai/) streamlines many of your time-consuming tasks, allowing you to focus on delivering value to your clients. This intuitive solution helps with everything from organizing client data to generating tailored reports and insights, freeing up your time for strategic decisions. Discover how YBL.AI can simplify your workflow, reduce administrative burden, and help you provide a better client experience. Don’t miss this opportunity to elevate your advisory practice! https://lnkd.in/gW-nfanq
-
-
Want to get ready for budgeting season and get REAL practical tips on how to leverage AI in finance? 🤖 I'll be spit balling with Adrien Bro, Finance Expert at Spendesk on how to create budgets that drive great performance! 🗓️ September 18th ⏰ 11am ET ➡ Don't miss out! https://bit.ly/4e4Oqx6 #livewebinar #webinarfinance #spendesk #abacum #financialplanningsolution #AIinFinance
-
Earlier this week Patrick Dichter posted a snapshot of an internal slide. Part of the slide was around AI and automation, and in the bottom right were reminders of what clients value.... Notice at least half of them are 'people skills' (respond quickly, easy to work with, can advise/ask questions & knows my industry) and another set is around SIMPLIFYING their life (pretty charts, make my life easier, more affordable than in house). These are foundational client experiences that are OFTEN IGNORED because they feel so 'easy', 'fluffy', and 'simple'. But they drive extreme client retention, increase word of mouth, and enable a highly leveraged, profitable firm. Take this as a reminder to PERFECT the 'basics' before getting too fancy.
-
-
AI and analytics tools can be force-multipliers for finance teams in small or midsize businesses. See this post from Robert Half’s Steve Saah on the advantages of smaller firms using these technologies in their everyday workflows. https://bit.ly/4hllBif
-
-
AI and analytics tools can be force-multipliers for finance teams in small or midsize businesses. See this post from Robert Half’s Steve Saah on the advantages of smaller firms using these technologies in their everyday workflows. https://bit.ly/3BT1yra
-
-
Branch Director at Robert Half Rachel.Howell@Roberthalf.com Director of Programming & Hospitality for NIHRA (Northeast Indiana HR Association)
AI and analytics tools can be force-multipliers for finance teams in small or midsize businesses. See this post from Robert Half’s Steve Saah on the advantages of smaller firms using these technologies in their everyday workflows. https://bit.ly/3YlS7Ip
-
-
AI and analytics tools can be force-multipliers for finance teams in small or midsize businesses. See this post from Robert Half’s Steve Saah on the advantages of smaller firms using these technologies in their everyday workflows. https://bit.ly/3AfZCIW
-
