452 A New Way to Deliver Financials To Your Clients With AI
May 6, 2025
Discover how AI is transforming financial presentations with a spotlight on Google's Notebook LM, turning complex data into engaging stories. Dive into April’s financial performance, revealing surprising sales growth and unexpected losses. Learn the art of balancing growth with prudent expense management for long-term sustainability. Explore the potential of private podcasts for secure financial insights, enhancing client communication and engagement. Unlock the future of accounting with innovative tools and strategies!
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insights INSIGHT
AI Revolutionizes Financial Reporting
AI can generate highly engaging and insightful financial report conversations.
This method offers a novel way to deliver financial services to clients effectively.
question_answer ANECDOTE
AI Podcast Example for Clients
Jason Staats demonstrated an AI-generated podcast discussing a client's April financials in depth.
The AI co-hosts analyzed balance sheet and P&L changes referencing ledger transactions in a lively manner.
volunteer_activism ADVICE
Customize AI Prompts for Accuracy
Use customized AI prompts specifying roles and tone to get high-quality financial conversations.
Direct AI to reference ledger transactions to clarify changes and avoid confusion.
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Learn more about NotebookLM here https://notebooklm.google/
Here’s the first prompt I used: You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.
And the second prompt I used: You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.
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