Description

Most small businesses already have someone on the books, whether that is an in-house bookkeeper, an outside accountant, or the owner handling it after hours. This session is not about replacing any of that. It is about making it faster, cleaner, and easier to find when it matters, at tax time, during a loan application, or when you just need a quick read on the business.

In this session I will show how AI turns a pile of receipts, invoices, and statements into organized, searchable records, and how to keep them that way. It is built for two situations most members will recognize:

- You have an in-house bookkeeper or procurement person, and you want them spending less time on data entry and more on the work that actually moves the business.
- You are short-staffed and lean on an outside accountant, and you want your records organized enough that every hour they bill goes further.

If you use QuickBooks, even better. AI can now connect directly to QuickBooks Online to pull reports, find missing transactions, and help keep the books reconciled, so what you organize in the session plugs straight into the tools you already run.

Attendees will leave with a simple system they can start using the same week.

Save Your Spot Via Teams: https://events.teams.microsoft.com/event/1518a1bc-d7d0-4497-8fff-be08d78d8bc0@16c21ec5-6d07-4808-9c3d-4cfc5a7b03b1?source=copyLinkLegacyShareLinkDialog