Excel Gets AI, FP&A Pros Under Threat, QBO AI Feeds Blowback

Sep 3, 2025

Discover how AI is reshaping accounting practices with tools like Excel's new Copilot feature. The discussion covers the pros and cons of AI-driven bank feeds in QuickBooks, including potential workload increases. Hear about the shifting roles in financial planning and analysis, and the looming threat AI poses to traditional consulting jobs. Learn about innovative partnerships, the impact of new tariff policies, and how companies like Gusto are adapting through strategic acquisitions. Get ready to enhance your productivity while navigating the challenges of AI!

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ADVICE

Use AI To Run Offsites

Use ChatGPT to create meeting outlines and OKRs for strategy offsites instead of hiring consultants for routine facilitation.
Leverage AI templates to run effective planning sessions and save consulting costs.

ADVICE

Use AI To Make Rules, Not Replace Them

Avoid replacing deterministic rules with pure generative AI in accounting workflows.
Use AI to suggest rules, then convert those into fixed rules you can inspect and edit.

ANECDOTE

Pro Advisor Reverted QuickBooks AI Feeds

Veronica Wasak tested QuickBooks' new AI bank feeds and reverted to the old feeds because of inaccuracy.
She found the AI didn't learn from repeated corrections and created more work.

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