Can AI Turn Sales Transcripts into Proposals?

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Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in accounting. He runs Automation Town and leads monthly AI roundups inside Realize, helping firm leaders cut through the noise and focus on what’s actually working right now.

In this episode, I talk with Chad Davis about the AI tools that actually work for accounting firms right now. We cover dictation apps, agent builders, and proposal automation using Google tools and the Anchor API. You’ll learn which tools to trust, which to skip, and how to spend smarter on AI in your firm.

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✅ Chad’s Recommended Tools
Voice Inc — https://tryvoiceink.com/
Stanford Tax — https://stanfordtax.com/
Zapier Agents — https://zapier.com/agents
Lindy (Build / Agents) — https://www.lindy.ai/
Artifact (Omniworkflows) — https://www.getartifact.com/
Anchor (Proposals API) — https://www.sayanchor.com

👀 Promising Fishbowl AI — https://www.fishbowlinventory.com/

⚠️ Use With Caution Right Now OpenAI Atlas Browser — https://openai.com/index/introducing-chatgpt-atlas/

💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
StanfordTax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
Financial Cents: https://financial-cents.com/
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