Chris Bell - Creating a Junior Accountant using AI (ChatGPT) | Ep.015

Mar 7, 2023

Former Audit professional, Chris Bell, discusses creating a junior accountant using AI with Luka, automation workflows, AI integration in finance, tools used in business operations, and the future of AI in mainstream accounting platforms like Xero. Topics also include Notion and Spark Mail productivity tools, transitioning to Notion for task management, exploring Reddit for niche gadgets, and the future of AI moderation and search engines.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 2min

Evolution of Finance to Tech Development

01:54 • 16min

Balancing Permissions and Control for AI in Finance

18:10 • 8min

Financial Queries and Tool Integration

25:58 • 6min

Productivity Tools Discussion - Notion and Spark Mail

32:06 • 2min

Transition to Notion for Enhanced Task Management and Collaboration

33:53 • 2min

Exploring the Value of Reddit and Niche Gadgets for Personal and Professional Use

36:02 • 3min

The Future of AI Moderation and Search Engines

38:33 • 10min

Episode - 015: - Where we learn from Chris, how Luka was born out of frustrations with the accuracy of finance data, how to automate workflows and searches, what types of questions you can ask the finance bot, how to prolong the life of your existing systems, the tools Chris uses to run his business and much much more.

After studying Aerospace Engineering, Chris first worked in Audit before moving into Data Analytics for KPMG. He then moved into finance where he eventually became Director of Finance & Operations for VenueScanner. Since then he’s become a CFO advisory to various companies and is now building AI into mainstream accounting platforms like Xero with his company Luka.

Show Notes

Where to find Chris & LukaHQ:

Chris on LinkedIn - https://www.linkedin.com/in/chrisbellprofile/
LukaHQ - https://www.lukahq.com/
- Try it for FREE

Example Questions that you can ask Luka:

Use Luka to surface Accounts Payable records:

What bills need paying currently?
Who do I owe the most money to?
Give me a list of all my creditors?

Use Luka to draft customer statements:

Draft customer statement for bayside club reminding them to pay invoices and show total amount owed
Do Bayside club have any unpaid invoices?
What invoices have been updated in last 7 days

Tech Mentioned

Notion - https://affiliate.notion.so/tech-for-finance

[Note] Tech for finance are a Notion affiliate, but we also use and pay for their services

Xero: https://www.xero.com/
ChatGPT: https://openai.com/blog/dall-e-2-and-gpt-3/
Open AI: https://openai.com
Power BI: https://powerbi.microsoft.com
Slack (https://slack.com/)
Microsoft Dynamics (https://dynamics.microsoft.com/)
QuickBooks: https://quickbooks.intuit.com/
Evernote - https://evernote.com/
Trello - https://trello.com/
Spark Mail - https://sparkmailapp.com/
HubSpot - https://www.hubspot.com/
Front - https://frontapp.com/
Microsoft To-Do - https://to-do.microsoft.com/
Microsoft OneNote - https://www.onenote.com/
Microsoft Teams - Teams: https://www.microsoft.com/en-us/microsoft-teams/group-chat-software

People Mentioned

Soufyan Hamid - https://www.soufyanhamid.com/
Dante Healy - https://www.linkedin.com/in/dantehealy/

Other Mentions

Python: https://www.python.org/
OpenAI subreddit: https://www.reddit.com/r/OpenAI/
ChatGPT subreddit: https://www.reddit.com/r/ChatGPT/