QB Power Hour Podcast

People vs Robots [06.23.26]

• Dan DeLong

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0:00 | 58:13

Everyone's talking about AI in accounting. But how many people have actually watched it work in real time, on real tasks, with no safety net?
In this Beyond Bookkeeping session, we're putting AI to the live test with actual bookkeeping scenarios and letting you see exactly what happens. The good, the impressive, and the moments where the human absolutely still wins.
We'll dig into:

What AI handles surprisingly well in an accounting workflow
Where it stumbles, oversimplifies, or just gets it wrong
What "the human in the loop" actually looks like in practice
How to think about AI as a tool you direct, not a replacement you fear

If you've been curious about AI but not sure what to believe, this session will give you a real, unscripted look at what it can and can't do.
Because the question isn't really People vs Robots.
It's knowing which jobs belong to which.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/ 

Webinar Warmup

Sharrin Fuller

Good morning, Dan

Dan DeLong

We didn't... Good morning, Sharrin. We didn't discuss who's who's, who's kicking us off. We, we're just, we're just, like, bumping into the, into the webinar. We sure didn't.

Sharrin Fuller

So today's a fun thing, guys. I am driving this one today, so today's the day that Dan gets to interrupt me, and you guys get to yell at him for interrupting me- so please remember that. Okay I am actually pretty excited to host this today, Dan, because, um, for anybody who just went to, um, Scaling New Heights, AI was everywhere, right? And how you're not using- Yeah it right or you need to use it this way or you need to whatever. So we're kind of... That's what we're talking about today, but we're talking about it in a realist mode, not like go

Sponsors And Links

Sharrin Fuller

build 70 agents to run your company. We're gonna talk about it on the accounting side. So, but before we get started, because I'm in charge of the slide, oh, and also, I just wanna point out to everybody while we're staring at our spotlight sponsors, you do not see my amazing guitar behind me because I am in the airport getting ready to fly to Chattanooga, and came in early to get myself some breakfast and to push over in a tiny little corner where no one can hear me. And now they followed me, so I cannot be responsible. But go check out these people, Avalara, Fishbowl, QBOXX. There's, uh, QR codes. There's some, there's some stuff if you go there. And honestly, Dan and I don't get paid to do School of Bookkeeping. I'm just gonna point that we do it for the love of you and information, so check out our communities. Um, anything you learn here, I get mad at Dan all the time for giving away everything on here, that he... You give everybody everything when you teach it. They're not gonna buy the, the milk when, or buy the cow when they get the milk for free. So Dan does stuff all the time, and he's a good teacher, so if you wanna learn more about QuickBooks, go to him. If you wanna learn about, um, how to get unstuck in your company, come check out my Clone Conquer Method hub. We're both awesome, and I'm biased- but it's the truth. Um- Right so let's talk about this. So today, Dan, we're gonna talk about... I wanna talk about AI, and when I say AI in this situation, we're mainly talking about our chatbot robot friends that have come in and taken over our lives and social media posting and literally everything, right? Like, you can't... Everything, uh, anything it says to me on LinkedIn is an, is an AI. regurgitation and I wanna, like, just block them. It drives me insane. But-

Dan DeLong

Yeah, after, after, like, two days at, at scaling, I, I, I was feeling, like, an AI overload. Like, o- over- Me too overwhelmed with it.

Sharrin Fuller

Yeah.

Dan DeLong

And then by the end I was like, "Okay, I can, I can do this." I'm

Sharrin Fuller

like,

AI Buzzword Reality

Sharrin Fuller

hold on, man. Have we stopped talking about CAS? Are we done with CAS? Now we're onto AI. Like, F the CAS, now it's AI. Like, I feel like AI is the new CAS of our industry, and everyone's like, "What does it mean?" So- Buzzword bingo I kinda wanted to put it... It is, it is. Our industry's real big on that, and of course now everybody, all the influencers you know are all gonna talk about this, including us. But, so I, we kinda wanna look at what it means in bookkeeping l- or accounting. Let's talk about it for real, like, not what isn't real. Um, I actually did some live tests for you guys what we think works, wasn't, where it's going. So let's kind of show you this. Um, but before we start, everyone, before we start, this slide was added in about five minutes ago, um, last, because Dan, you know, likes to give QuickBooks updates. Um, this is beyond burning my s'mores. I am fused. Last night, so I'm on my way to the board meeting for the AFWA. Right now I'm the treasurer, so I had to do the financials. What should've taken me an hour took me three-plus hours. I was messaging Dan every, like, five minutes going, "Dan, where is this?" So example, and I won't show the screenshot 'cause I didn't pull

QuickBooks Frustrations

Sharrin Fuller

anything out, our, the bank account had X amount of dollars in it, but when I pulled up the balance sheet, it showed it as negative. I could not trust- Uh, it wasn't- Dan's like-

Dan DeLong

even the same amount. It was- No it was completely-

Sharrin Fuller

I couldn't even tie into-

Dan DeLong

completely erroneous number

Sharrin Fuller

There were no filters. There was nothing. And I'm not, you know, technology illiterate here, and I've been using Intuit for- forever, um, like, like you, Dan, like all of us. But I am telling you, I could not trust any of the data. I actually, to do my journal entries, to do my close, had to go into the r- chart of accounts and go into every register to make journal entries, to make adjustments, and I was fuming. I'm like, how do I send out a packet to a board to approve for a nonprofit when I don't trust any of the data? How? I am just, I am absolutely baffled. And to top it off, guess what, everybody? Our prices are going up. So now prices are going up and I lost two additional hours of my life, so I'm so happy to pay you more money for crap product. That being said, Dan, Dan will teach you how to... If I didn't have Dan yesterday- I probably would've done- Lean on Dan closeout the month in Excel spreadsheet. So Dan is valuable at what he does, even though most of us are angry. But I wanna tell everybody what I am doing. So for my community, everybody's like, and a lot of people here, "Well, why do you use insides of QuickBooks?" And I'm like, "I don't know, man, because I haven't found anything." So in the month of July, I am going to demo every single ledger that is out there, and I'm gonna give us a recap of here's QuickBooks, here's everything it offers, here's my score, and these are my scores, right? And then I'm gonna go demo each of these things and give my score against each of them so I can say, "Here's what I think in comparison," right? So I am gonna do all that work for you guys in July. So Dan and I will present this to you, and then I told Dan whatever one comes up ahead, he needs to cr- add to his school of bookkeeping because everybody's gonna wanna move there. I wanna be non-biased about it. Keep in mind, I don't do books anymore. I just advise accounting firm owners. But if I have to get into something like that, I will lose my ish. So anyhow, that is all. I know we're all happy about Intuit and their price increases, but Dan's happy that he didn't have to tell us about it. So let's get into this. Yep. Dan, let's talk about this. Yes. AI is great in my mind at brainstorming and consolidating and organizing data. I don't... I think I trust it... I used to say 80%, and the more I use it, the less I trust it, because I will read something and I'll go that's not right." And then I'll ask, and they'll go, "Yeah, you know, we know that's not right, but we gave you that information anyways." I'm like, can you put in your memory to never lie to me? Like, give me facts. Don't make crap up, ding-dong. You're a robot. How are you lying to me? That's a human thing.

Trusting AI Outputs

Dan DeLong

That's, that's one of the things I think that where we're at right now is, is we have trust issues with the machines, right? And-

Sharrin Fuller

I mean, I have trust issues in general- but now you throw this crap in. Right. I mean, we've all seen I, Robot. Yeah. Like, hello.

Dan DeLong

Well, you know my, my biggest trust issues are oatmeal raisin cookies, you know? Oh. I think when you think- Get your bastards that it's a chocolate chip...

Sharrin Fuller

Those are only- You know? okay for breakfast and when you're really, really not low. Huh.

Dan DeLong

Yeah. But it's, it's so... I don't know what the, the word is. It's the, the, the AI chat ends up being just so flippant, like, "Oh, yeah, I did something wrong." Yeah. So, so be it, you know? Oh,

Sharrin Fuller

I apologize. Ha ha. Oh, I'm sorry that I gave you really bad information. You know, clients would fire us for that, but no, we're like- Yeah "Oh, it's okay, cute robot." Can you please make my LinkedIn post now and tell me how I delve into the ever-evolving landscape? Em dash.

Dan DeLong

With an em dash.

Sharrin Fuller

Right? I don't get it. But it, so it is good for a lot. I've been using it. My ChatGPT honestly could write something right now that sounds just like me, 'cause I've totally trained her. But to a point. She has a 1,800-word limitation. So if you think I'm going, like if my book was written by ChatGPT, hell no, oh my God. I had to have it edited in paragraphs, because otherwise it will rewrite. It was terrible. I'm like, "There's gotta be a book editing tool somewhere." But, um, it, it's good at that. Um, the brainstorming has been amazing. Me taking my jumbled ADHD ideas and going, "Help me come up with things," it is great for that. Um, me putting in an email to a client that I'm like, "Hey, dum-dum, you know I've only asked you this 15 times and you didn't respond, but sure, go ahead and be mad at me. But yeah, let me do that for you right away." And I'm like, "Hey, can you rewrite this so I don't sound like a jackhole?" And it does, and it does it amazing, right? It makes me sound like a professionally polished person. Um, which again, it's lying. It's lying. Um, but I asked it to. So I think it's great for that, in my opinion. I don't trust it with the maths at all. If it does give me anything mathy, I, if it hard codes, I don't, never trust it. I'm like, "I need formulas. Put formulas in there, otherwise just give me a template." I don't trust your... Their formulas are never right, like ever. So anyhow, thoughts on that, Dan?

Dan DeLong

Yeah, I mean it, it's really interesting that it's bad at... I mean, especially when it first came out, that it was bad at math, because underneath the surface- It's a

Sharrin Fuller

computer

Dan DeLong

that's all it's doing- It's a computer is it's turning your words into numbers- Oh doing, you know, a, a data center's worth of code in the background, turning that into a math problem, and then predicting the output in numbers, and then- Yeah converting them back to words, which-

Sharrin Fuller

Yeah

Dan DeLong

under- I, I mean, the thing that, that I've learned so much is that, like, I couldn't understand why it understood my misspellings.

Sharrin Fuller

Oh, so well. Yeah. Dan, I write like I am a crackhead with one eye open sometimes. I'm, like, doing this. And I look back, I'm all, "What did I say? How did you decipher that?" And that is honestly what scares me. Yeah. I'm like, "I don't even know what I said, but you got it right." They're all, "Did you mean?" Yes. Yes, I did. Thank you. Crazy. But

Dan DeLong

yeah. But yeah, I mean, I think that, I think that's where we're, uh, also where we're at right now, is that, you know, determining which r- which is the right AI t- you'll- Yep tool to use for- Yep the, for the, for the job.

Sharrin Fuller

Yep. 100%. And thankfully, Dan, that is what we're gonna do today. So- Yeah and more of what we're talking about you know, this is what we're not sure about, right? I should have went through this slide last time, but real-time data, tax advice. Oh, geez, please don't use AI for tax advice. I, when I show you what we come up with here, you're gonna see in a sec, but man- Ask for specific code. I don't know. Like, it could find things better, but I don't, I just don't... When people say, "Oh, I'm using AI for everything," I'm like, "Ooh, rough." I think it's making experts of non-experts, and it's making the people that are experts, it's invalidating their expertise because everybody's an AI expert, right? Again, and like it s- like it says, i- if you don't give it context, it, it makes up its own context. And like we just talked about, it's confidently wrong. It's like, yes, one plus one is three. Duh, it's been three your whole life. And you're like, "I'm pretty sure it's two." Like, you know what? You're right. We just decided that maybe three would keep you on your toes. It just ab- blows my mind. So-

Dan DeLong

And it's a goldfish, right? Because it's like it, it immediately almost forgets what you, what you did. Like, if you said, you know, established, "Hey, there's, there's three Rs in strawberry. You told me there were, there were two." Mm-hmm. Um, but there's actually three. Next time, there's- Had

Sharrin Fuller

to

Dan DeLong

spell it to you there's two N... There's two Rs in strawberry again.

Sharrin Fuller

Yeah. And it's, it'll, but then it'll tell you until you call it out, and there's, like, this whole, if you dig down the rabbit hole of it, it's intentional because it's wanting us to respond more, 'cause the more- Mm we feed it, the more it takes over our lives, and then we just become the matrix, and it feeds off of our, our brains and our body fluids, right? Crazy. But I'll be dead by then, it's fine. Um, and I didn't have kids, so I'm not that worried, to be honest. I'm like, here's my thumbprint. I just walk through TSA Touchless. Like, I have Touchless on TSA and PreCheck and Clear. I have all the things. I walk up now, and I don't have to show them anything. It just goes, ding, "Go on through, Miss Fuller." I'm like, whoa. Oh, well, convenience is amazing. I can't wait until my Nevada driver's license can be in my watch, and then I never have to take anything but my watch anywhere. I will... Honestly, I'll be one of the first people to sign up for a microchip in my thumb. I'm like, just do it. Just do it Just sign me up so I never have to go into the Chevron again and pull out a card. I could just tap my phone, so. Um, yes, Kim, we're getting to the helpful part, but thank you for your really constructive criticism there. Anyhow, so what the test is so this is the prompt. Um, we went to all four. We're gonna test Clau- we tested Claude, ChatGPT, Perplexity, and Gemini. And, um, what this is for accounting, right? So this is the prompt and the scenario that we used. Uh, basically what the profit is we wanna see. So for all of you saying, "What should I use it for?" We wanted to kinda get a good idea of this. So one prompt I pulled, I didn't edit. And the next four screens I'm actually gonna show you the quick video of what I prompted, what it came up with,

Test Setup And Prompt

Sharrin Fuller

and then we're going to get to what it gave to me. And if anybody wants any of the data from any of this, just let us, let us know and we can get it to you. I did pull everything that you're gonna see in the video and the text. So Claude. Um, right off the bat so everybody knows, I wanna be very open about what we have. I have Claude Max. I pay $100 a month for Claude Max. I personally only use Claude for anything presentation. It's beautiful. But here's what happened when we ran the script. This isn't really meant for you to read at the moment, but if you want to, like I said, we'll give it to you. This is more for you to kinda see the data it came back with when we asked them. Really, I mean, I was actually very impressed with the response and didn't wanna continue. I felt good about that. It asked me a bunch of... I love that it called out dependency trap, which

Claude Results

Sharrin Fuller

is my trademark method. It gave, it called out the entity type. How

Dan DeLong

much, um, how much massaging did you have to do, you know- Which is none with, with those outputs?

Sharrin Fuller

For what? Nothing. Exact same, I did, made sure it was non-biased, same prompt, absolutely every, each one. No,

Dan DeLong

I-

Sharrin Fuller

I didn't, we didn't-

Dan DeLong

I mean, when you were talking with Claude- Uh-huh as far as, uh, you know, when you have to, like, refine the, uh, the outputs or, or did you, did you have to do a lot of that with, with Claude? Um,

Sharrin Fuller

the only thing I ever really do with anything on AI is I'm gonna say, don't say ever evolving landscape, delve, and em dashes, like, and no fragmented sentences. Ooh, good question, Julie, about commercial level secure. I think it does. I think it's... So Claude connects completely to your Google Drive. Claude has co-work. I actually love Claude. I was a huge ChatGPT person for a long time, but then I found I needed less, more, I needed the brainstorming, but I needed more presentation, right? I have all the data, I know what I'm doing, but I can't make it pretty. Claude makes it pretty and puts it in a very presentable way. So I also asked it at the very end, which you probably didn't see, "Can you give me a, um, a slide for my deck, high level, so I can show everybody what you came up with?" And this is what it gave me, which I think it did. Look at that. It's a landscaping job. I didn't give it any instruction on what to create, just please create me one slide. This is what it came up with. The net, the net profit. It called out, um, it, it doesn't call it out here, but one thing that I did love that it called out is immediately said, "What, what type of entity is this?" Because this is very important in the question of paying the owner. And if we're gonna do this, like, should this be a draw? So it goes into very, very detail about things that I was honestly pleasantly surprised about. So this is what we came up with, and I think that's a great slide if you ask me. Like, am I wrong? I like it. Mm-hmm. I mean, I would use that. So, so yeah. So this one, um- I, I think the- It even, it even

Dan DeLong

threw a leaf in there, uh,

Sharrin Fuller

for the- It did. That's what I'm saying. Very, Claude's amazing at, at generating the info. And then we get to ChatGPT. I'm on the Plus, which is $20. I used to be on the $100 plan. I didn't see much difference whatsoever. The only difference is, is I can use more data. I can speak to it more u- credits, whatever they're calling it. That's the only reason I had the higher plan. Otherwise, the Plus from the other one, I... For me, it didn't didn't mean it. Um, Brittany, I, the, if-- I'll give you the slides and, and you'll see again here, I used the same exact prompt for every single one. I made sure, and I didn't use it within any project I've been working

ChatGPT Results

Sharrin Fuller

on. They were all just a brand-new chat outside of a project, so it can't hold, find any other information. All right, and then here's ChatGPT. Here's the same prompt. Let me, um... I'm gonna pause it there just for a sec so you can read the... Oh, there's the handout.

Dan DeLong

Yep.

Sharrin Fuller

All right, so here you go. Here's me asking ChatGPT, and it comes back, again, more of the data. It's more of a, "Here is everything. Here's what I'd do." The one thing with ChatGPT is the questions it asked, I think were... I mean, they're okay, like the amortization, but what does amortization have to do with the pro- You know, I just wanna know the net profit on the job. And anyhow, so it, it asked questions- Maybe

Dan DeLong

it was trying to sound smarter than it was.

Sharrin Fuller

That's what I think. It was... Some of the questions it asked really were going above and beyond what I needed and weren't really questions to ask the basic question that I asked. So, and then I asked it to create a slide for me, and guys, here's the slide it created. So ChatGPT is not the best for putting together something pretty, right? The data, if you notice on last one, it was 97. Let's look, 9765. This one calculated a little bit different at 10,015 because it added something differently. I do, at the very end, show you all of them, but this is what it came back to me. Again, you can just kind of see the difference. We went into Perplexity. Perplexity, um... I'm not selling... What is going on today? I'm not selling anything. There's no sell. I'm not... We don't sell anything. This is comparison. Um, Perplexity Pro, I use the $34 model, just so everybody knows, and here again is the same prompts Dan, were we not super clear on what we were talking about today, how we use AI- No in accounting and what the out- what the outputs are, and then we're gonna get the final? Just making sure.

Dan DeLong

That's, um,

Perplexity And Gemini

Dan DeLong

yeah, something to look

Sharrin Fuller

into. I think they're used to your normal QuickBooks stuff.

Dan DeLong

Yeah, it's, it's, I mean, it's harder when it is a, an, not a QuickBooks topic, right? Yes. Yes But this is more overarching of how do- Yes How do, how do we use AI-

Sharrin Fuller

Sorry, guys. We're getting comments straight to us asking if we're gonna talk about anything relevant, so I just, just calling it out, just making sure that every... Calling it out. Okay. So this is Perplexity. It's kind of cool. I ain't gonna lie. This is probably the second or third time I've used it, but look at... The slide needed to be moved a little bit, but it did not b- it didn't do bad. Like, honestly, I was like, okay. And the profit came in correctly at the 9765. Um, like, you could see the, the, it, it needs some tweaking, but I think it did a pretty, it did a pretty good job. It asked a lot of information. Um, of, I didn't, I didn't in or engage about anything, 'cause again, I was trying to not be biased. I wanted to get a real clear. All right, and then finally we have Gemini. I, Gemini is, I don't pay anything extra. I do have Google Workforce or Workspace on a high level, so whatever they give me. I don't normally use Gemini. The one thing, Dan, I don't know if you feel this way is, um... Yeah, the last one, Lynn, the last one was Perplexity, and this one's Gemini, and we'll do a comparison at the end, and then we can have more of a discussion, and we'll h- hap- happily answer any of the Q&As. Um, I am the t- so if our AI only works with the data we put into it, to spread ourselves across multiple different AI platforms seems like... What's the word I'm looking for? Um, unhelpful? It's not the word I'm looking for, but anyhow, it seems contradictory to saving time and being helpful. So I have switched almost all my stuff to Claude right now. I can connect my Google Drives. That's how I work. Um again, I just don't trust it for the math. So here's Gemini

Dan DeLong

Yeah, I've not h- not had great r- great results working in Gemini, even- Which is crazy. It's Google when you're in the native Google products, like, you know-

Sharrin Fuller

Mm-hmm

Dan DeLong

Hey, I'm trying to get these two Google Sheets to compare and, and give me some kind of output to save some time," and then you end up just, you know, going down a rabbit hole- Yep arguing with the AI. Like, th- that's not what I wanted.

Sharrin Fuller

No, no. And if you... So if you look at this one, like, a, a few of them, and I'm not going into the details of what they called out because I do have another, another... I have the comparison of all of them. We can talk a little bit more. So I asked it for one slide, and it gave me three. That was adorable. Um, so it doesn't listen. Going above and beyond. I know. I'm all, "Thanks for nothing." Um, so it did give me... Gemini did give me a really pretty slide deck. It didn't listen, but it did well. And the reason I'm telling you guys this that why the... Some of us are great at our... We're accountants, right? We're great at our- Mm-hmm maybe we know our data. We have our data. We're not good at presenting our data to our clients. So that's where tools like this come into play, to where like, look, I want my own data. I wanna trust the data, but I don't wanna take forever creating the deck. This did this with just this prompt, just me saying, "Here's the data," and it created this. So this looks better in front of your clients, and you could also create a prompt to where it creates the same data for all your... You know what I'm saying? Instead of, um... Right now there's a lot of tools out there that do it for you, but not everybody uses those tools. Not everybody needs Fathom. Not everybody can afford it. Some people, a lot of our listeners, just use QuickBooks, wanna export the data, and go, "Hey, make this something pretty that my client can see and visualize," and they're not gonna, you know, uh, be veered in a head by it. And I think that's where AI is very important right now in our, in our accounting industry. There's so much more, but if you're not a big AI beginner user and you don't trust the data, trust it for the brainstorming-ish and the, the prettiness, right? So that's kind of what it g-... I love... I honestly think I like this one the best, even though I only asked for one. I love this. I thought this was great. So what it came down to, now let's go over it. So this is the summary. This is the brass tacks. I think there's two. Yeah, there we go. Ah, no, go back. Go back. This is what it came down to. So- Chat, I love that Claude immediately called out. So we're looking at this for three things, everybody. We're looking at this for, one, can we trust AI to do our math for us, right? And how much can we trust it? Two, can we trust it to pull up information that we need to any information that we need to talk about, right?

Final Comparison

Sharrin Fuller

Or we need to give to our client. What, what can we trust it on? A- a- and really, um, can it give us anything additional? Is it gonna point out things if we don't ask? And because in accounting, especially as you're learning and growing, or maybe you're, you don't know what you don't know, and if we're going into something like one of these, first of all, which one do we use so it doesn't waste our time, and what do we use it for? So we definitely, ChatGPT, um, honestly-

Dan DeLong

Quick question, uh, from the, from the group. Yeah. Where do the dollar amounts from the owners come from? Like where did-

Sharrin Fuller

Um, what do you, what... Um, it was all in the prompt. Is that what we're asking for? Oh, the owners 22 hours? The let's see. They The, so sorry, the each thing came up with that rate on its own. I didn't ask it to. Mm-hmm. It just said, "We are assuming that the owner's this." So you can qua- you can see how far across it went. I think Chat, it, it, they didn't, it didn't ask me... If you go back and look at the prompts, a lot of them didn't ask me too many follow-up questions. They didn't say, "Hey, what is the owner's rate?" They just said the owner seemed low. It made an assumption instead of asking me, which was really concerning with the amount of data that it gave us. Um, it was concerning to me that it didn't, it just made assumptions, right? So, it, it, it, you get what I'm saying there? Like, it's like- Mm-hmm hey, here's all these answers, and based on our assumptions- Yeah, it's funny that the, the- I'm saying before I answer

Dan DeLong

three of them give different amounts, right?

Sharrin Fuller

I know, right? That's what I'm saying. It does assumptions. So in accounting, everybody's, so that's where, that's why I feel like accounting right now is safe from AI. Like, I think- Mm-hmm we're probably not that far from it doing more, but I think right now it's more of, like, a pretty good assistant, right? Like-

Dan DeLong

Yeah

Sharrin Fuller

and it easier- Yeah,

Dan DeLong

I mean, it's a tool-

Sharrin Fuller

Yes,

Dan DeLong

yes and as, as Joe was saying at the, at, at scaling, is it's going to automate tasks, and cumulatively those tasks will turn into a role that can be done. But- Mm-hmm it's a bottom-up thing, and not from, you know, a people-down thing, right? Yeah,

Sharrin Fuller

yeah.

Dan DeLong

So that's you know, and it's, at its core, it is just trying to accurately predict the outcome based off of- Yes the inputs that it has. So- Yes clearly, you know, there's a disparity uh, amongst the models as far as how much the owner should pay himself.

Sharrin Fuller

Agreed, right? And the thing is, is there was no precedent set. It's all where's it grabbing its data from. Of course you can dig into that a little bit more. Like, if you ever do the dropdown, it tells you the sources, which is really nice. It's kind of fun when it when you drop it down and you see its reasoning. User wants me to know this. User seems very frustrated, so we're gonna try to make her h- You know, like, if you read as it's thinking, it actually cracks me up. Sometimes I'll just sit and watch to see what it says. But ChatGPT, for me, I've honestly switched to only using it to polish my emails now. I kind of don't use her for data. Her, she's a her. I don't use her for data anymore, and this kind of showed me that oof-

Dan DeLong

Yeah

Sharrin Fuller

she's not

Dan DeLong

consistent. It seems like, it seems like ChatGPT is now the MySpace of, uh,

Sharrin Fuller

Yeah

Dan DeLong

of AI- Yeah where it's kind of like

ChatGPT Trust Issues

Dan DeLong

it w- it was, it was immediately they, you know, the, the, the- The queen at the ball

Sharrin Fuller

Yep. Mm-hmm.

Dan DeLong

And then everyone made a better version Right? Everybody flushed to it, and then people kind of slingshot behi- past it.

Sharrin Fuller

Yeah.

Dan DeLong

Yep. Yeah. Um, doesn't mean that it doesn't have a, a good use or a good case- Oh, yeah you know, a g- good, uh, good use case for it. But in your case, uh, and when you get to the, the grading of, of those two- Mm-hmm that's where we're kind of at as well is, like, which AI tool do we use for, for what? And, um, Michelle asked in the, in the chat, wondering what our thoughts are- Mm-hmm on Copilot, because we didn't even talk about

Sharrin Fuller

it. Is that Claude also as well? Copilot's a different one? I tried to go with

Dan DeLong

the name before- Copilot-

Sharrin Fuller

that I hear about yeah.

Dan DeLong

Well, Copilot is Microsoft's, um,

Sharrin Fuller

AI. Oh, that's why.

Dan DeLong

Right? I'm not a Microsoft

Sharrin Fuller

girl. Mm-hmm.

Dan DeLong

Yeah, and if you're, if you are- Sorry a Microsoft person-

Sharrin Fuller

Straight in

Dan DeLong

and you have you know, the, the Office suite with Teams and all of that stuff you know, that is... When you're under the m- the Microsoft umbrella o- of suite

Copilot In Microsoft World

Dan DeLong

of services, I think Copilot can do some really cool things as long as they're all connected within that same account, right? Like, if you- Yep,

Sharrin Fuller

yep

Dan DeLong

um, my wife used it at her prior employer and you know, she could go to a Teams meeting and, you know, take the, take the meeting notes, turn it into a PowerPoint. You know, I mean, like, because it's all within- Underneath that, that Microsoft umbrella, um-

Sharrin Fuller

Mm-hmm

Dan DeLong

that, that it was really, really good. And I, I've had it I've, I've played around with it in Excel but once, you know, I finally bit the bullet and, and went into the, the Claude realm of things then it was like, oh, forget you. Forget you, Copilot- Yeah at least for what I'm using it for. Yeah, yeah. Doesn't mean that it doesn't have a, a good, good use. But- Yeah they, they bring up the good point that it's probably the safest with customer data simply because you are already using it within the- Wow the suite of products.

Sharrin Fuller

Getting a lot of back and forth in there. I, I honestly, you guys, think that, okay, so this is AI in, in encapsulated, right? AI is a machine doing things for us, answering, completing things, and the reason that we're bringing this up is because there's AI in our, for example, in QuickBooks. I mean, raise your hand if you turned off the AI in your feeds, in your bank feeds. I had to turn it off 'cause it was oversimplifying. Look at all the hands going up. It was oversimplifying. Yeah, see? Look

QuickBooks AI Frustrations

Sharrin Fuller

at that. Jesus, all right, I was kidding. I forgot that's a real thing. It was taking something so easy, and it was making it complicated, like, ridiculously complicated. And I'm like, it's Hertz rent-a-car. Why are you trying to find Hertz, the architectural contractor in Delaware? Like, what are you doing? And, um, so I turned it off because it was actually taking me more time for it to figure things out than me to just go through my feed, click 'em, and accept, right? Because you can bun- you can m- code multiple at the same time. So that was a huge thing. And then it was messing up my rules. We had to turn off... Does anybody else have to turn off their rules? I had to turn off all my rules because the AI was messing up my rules. And so here's this new product, and of course I'm talking about QuickBooks again, because why would I not be? Um, we all know that's what I'm here for. It, it... So I have this new... And Dan, I'm saying this because you gotta tell us if we're wrong. You're the expert on this thing, and even if you're the expert of knowing that nope, you're, this is what happens. But it's just frustrating me that they're like, "Hey, here's these new things that are gonna make your life easier," that made myself 10 times harder, cost me more time, take away the, the simplicities that I put in place for years that worked, and now I have to undo everything and go back to doing it manual, but here's more money. So- When that, I think when that started happening, what, about two years ago, is when I stopped, when I immediate- It was like there's gonna be a big AI train, and everybody's gonna jump on it, and then everybody's gonna hate it, and they're gonna jump off of it, and then they're gonna be afraid of going back to AI because we are accountants, and burn us once, we're effing done, right? We don't, we don't give second chances because we can't with liability. Like, we're just like, "Nope." Mm-hmm. "We don't... I can't. I'd rather spend 10 hours on my own than spend 11 and a half with your crap product."

Dan DeLong

Yeah. It's, um... I mean, the, it, we're, we're just, just like the, the theme of the conference being a strange new world, I mean, we are, we are in, you know, uncharted waters right now, and there is going to be, you know, a, hopefully a true North, North moment where the things align, and then we can all hitch our wagon, uh, to that star, you know? And- Yeah and go in that, go in that direction. You know, because what the robots can't do is they can't

Humans Over Robots

Dan DeLong

provide, you know, judgment and reasoning and, you know, the things that are innately human about the, the, the re- you know evaluating this data. I mean, like you, if, if you just accepted those outputs without- Doing, you know, without scrutiny. You know, you gave them these grades, but you had to scrutinize the outputs in order to give them those grades. So that is where we are at. You know, we are the AI overlords. I mean, we're the overlords over AI, right?

Sharrin Fuller

We are. At

Dan DeLong

least we-

Sharrin Fuller

Cause we need- At least we should They don't... I mean, just think about way back when internet started, and I'm not old. Um, but when we first had internet, we had Ask Jeeves, right? And in the beginning, Jeeves, we were... We loved Jeeves. Jeeves was amazing. He could answer almost everything. But the more we asked him, and the more we put stuff in the internet, the more answers he had. So AI will get better and better and better with the more answers, but I also think it's gonna keep testing us because it needs more data, and I also think it wants to keep us on its toes. Yeah. Um, maybe make us look stupid a little bit. Do you think it has ulterior motives? Maybe. I also... Here's another thing I wonder, guys. This is conspiracy theory, but here's a question I've asked. Carolyn asked why, um, where'd it go? Why Intuit's shoving their terrible IR version down our throats on QuickBooks. This is conspiracy. This is foil hat. It's no, it's no hidden thing that Intuit's trying to get rid of the accountants, right? It's just, it's not. It's not their business model. Um, a- and I'm not saying one way or the other, but they either wanna absorb us or build software to where we're not needed, right? That's what is obvious they're trying to do. Part of me wonders if some of the AI that we use is in- intentionally

Dan DeLong

Hmm

Sharrin Fuller

messing with us, so we give bad information. Is that... Am I out of line to even think that? I don't know. I- I guess after-

Dan DeLong

I don't know.

Sharrin Fuller

I mean- seeing questions like that

Dan DeLong

if, if what is training Intuit Intelligence is all of the data that's on QuickBooks right now, there's a lot- Mm-hmm of bad data- Oh, well- on QuickBooks, right? I mean- Yeah, that's accurate so it may be- Mm-hmm you know, doing its best effort, you know, to- Mm-hmm to aggregate all of that and, and train itself to... in the responses that it's giving you. But I, I do wanna talk a little bit about, you know, AI taking over for accountants, right? Um, you look at the industries that have been disrupted by technology, right? You know, the recording industry with iTunes, right? The, uh, the, the, the hospitality industry with Airbnb, the, the transportation industry with Uber, right? Mm-hmm. You know, those industries have been, you know, had to deal with, you know, technology taking over, but

Will AI Replace Accountants

Dan DeLong

or, or, or entering, entering into their space. But the, you take it, take Uber, for example, right? You know, if you wanted to get a, a ride somewhere, prior, you know, pre-Uber, you know, what'd you have to do? You had to find a taxi, right? Yep, yep. You call it, either ca- hail a cab or call a cab. And what did that... What, what was the value of that taxi was the driver knew where he, knew where you were going, right? It's like, "Hey, I need to go to Grand Central Station." "Got it. I know exactly the way to get there." And that's what, that is the value of the taxi driver- Yep right? Yep. Now Uber, you know, was able to take that knowledge, technol- you know, turn it into an app, and basically make it so that anyone with a car could now become a taxi driver, right? Yep,

Sharrin Fuller

yep.

Dan DeLong

What, where we're at with- In, in accounting, it's not able to do that yet, right? Because we're, we're, we're at artificial intelligence, not- Mm-hmm artificial general intelligence, which is the next wave of where this would be going, where-

Sharrin Fuller

Yeah

Dan DeLong

um, where, where, where the machines are gonna be able to apply knowledge and apply thought and, you know, have some kind of reasoning of its own outputs as, as opposed to what it's doing today, is just predicting what it should say and confidently saying it wrong Mm-hmm, mm-hmm because that, based off of that math, right, of turning what you give it into a token, which is a number, doing the math behind the scenes, and then coming up with the, the output. That- that's where it's at today. Now, that doesn't mean, well, that's what it's gonna be tomorrow.

Sharrin Fuller

Yeah, yeah. S- uh, so the question I wanna know, and I'd love to see the comments, when- When somebody says AI in accounting, what do people think? What do we think it's supposed to do? What are we what are we wanting from it? Because I guess it's good to know what our expectations are versus reality. 'Cause from what I can tell, people think that AI's gonna come in and do everything. I'm gonna build agents. It's gonna do everything. I agree with the things that are repetitive tasks in the background that you don't have to touch. I don't agree

Automate Tasks Not Relationships

Sharrin Fuller

with human-client connection. Maybe, you know, automated pings in my community if somebody hasn't, you know, responded or logged in in a, in a couple weeks, I have that automation, which is AI. That says, "Hey, this is Sharrin. Where you been? We miss you," right? That I'm okay with. But I don't love the idea of complete automation. I think that the only thing that's really gonna be a saving grace for us in this whole battle is our relationships with humans. So I try not to automate anything relationship. Yeah. I try to automate everything-

Dan DeLong

Yeah

Sharrin Fuller

operational and task, and keep the relationships.

Dan DeLong

Exactly. You, you, you automate the, automate the workflows and humanize the relationship. Yes.

Sharrin Fuller

Yeah.

Dan DeLong

And that is something that, that robots are, are not gonna be able to do well, right? And

Sharrin Fuller

Yeah.

Dan DeLong

So there- Because it in- it involves, you know, reading body language, right? And, you know- Mm-hmm those types... I mean, you, you... Anytime that we have a, a, a Zoom meeting together, Sharrin, you pick on something, you pick up on something that, the, a facial expression that I did, and, and, and you're very intuitive in that regard. And, um, I, I can't see... Well, I gu- I guess, I guess I can see a time where AI's like, "Oh, you raised your eyebrow. You must have"- Yeah you must be annoyed," or something like that. I

Sharrin Fuller

want... You know what I need, Dan? You know what I need is when I'm not, I need a, a camera. So one thing I learned that I wish AI could do is I wish there was something where I could put a camera on me to where I get a zap or a nudge that I have RBF. 'Cause when I was at Firm Growth Forum, I was on a panel. Yeah. And a- apparently, I was thinking while they were talking, but my face was like this And Kelly was texting me, "Fix your face." So my watch goes off and I look down. I'm like, "Oh, fix my fa- And then I just started laughing, and then the rest of the time I was cognizant of it, but I'm like, "That's what I need AI for, fix your, fix your face." Right. I can see

Dan DeLong

your elevens, uh, between your brows,

Sharrin Fuller

I know. No, you can't. Botox, dude. You can't see any of that anymore. Right. It's a glorious thing. Um-

Dan DeLong

Your face is fixed.

Sharrin Fuller

My face is... Yeah, it's like this. But, so I, I, I would love to hear if anybody else knows this well. I did find one software, and it's not very well-known. Again, I don't get paid for any of this, just so everybody knows. I'm not selling anything. My whole goal when I tell e- people these things is to make their lives easier and to give them tools. So I know that there are tools that do end-of-month book reviews. I, when I had my firm last year, I didn't like any of them. Um, I'm not gonna call out names 'cause some of them are friends that own the places, but I didn't think they were good enough. I found this one called Level, 'cause, um, somebody

Level For Book Reviews

Sharrin Fuller

just mentioned that they like to do it for transactional review, and I wanted to know proactively, 'cause how many of us have clients that get into their books before you give them a close? They're like, "You coded this wrong." I'm like, "Get out of it." Do you tell your hairdresser their, their, you know, your color looks wrong when the foil's on? That's all I've got, guys. That's my only analogy that I have. But, um- That's pretty good let me finish it. All right. I thought so. I'm really good at those analogies. Dan approves. Um, all right. Um, so Level, what Level did is it scanned each of my clients' books, w- whatever, weekly, daily, whatever you want, and it would send you an email and say, "Here's all these transactions. Over the past three years, these have been... These are wrong. These have been... Like, it's been coded in four different places." And then you can go in and tell it, "This is okay. This is okay. Like, ignore these," and then it'll only go future. So it actually allowed me... We had seven or eight clients that would jump into stuff like that, and those are the ones we would look at weekly. Every Sunday we'd get a report, sometimes every other day, because then we'd go in and fix them beforehand. And the crazy thing is is you go in and look, and a lot of times it was QuickBooks automating it because of rules, and the rules got messed up. So I was so frustrated by that. But Level, I, I think they've been to a couple of conferences. Again, very small and very inexpensive. It's like $2 a client a month or something. Um, it wasn't bad, but I loved it, and it went through journal entries, it went through everything. But is there another, um, Accru I'm seeing. Is there something

Dan DeLong

else? Yeah, I met, I met up with those guys at, uh, Stone River Ridge. Yeah,

Sharrin Fuller

you told me

Dan DeLong

about

Sharrin Fuller

that.

Dan DeLong

They, they, they have a really nice thing, and we're, we're looking to, uh, do some, do some partnering with, with them, uh, as well. But, What I was, like, gonna say, uh, the, uh, somebody was talking about, you know, i- if the term agents were replaced with helpers then people would be a little bit more receptive to to AI, Yeah

Sharrin Fuller

agentified

Dan DeLong

AI in- inside of, inside of the products. Yeah, yep. Uh, I, I can, I can see, you know, that, that, that could be a thing, right? Like, uh- Yeah you know, 'cause if you know, if you're dealing with an intern as opposed to a senior, uh,

Sharrin Fuller

senior- Outsourcing is... Keep going, keep going. No, sorry.

Agents Versus Helpers

Dan DeLong

But yeah, I mean, um, if y- if you're dealing with an intern as opposed to a senior staff member, right, you would, you would talk to them differently, right? Yep, yep. And, and, and view their outputs a little bit differently. Yep, yep. Maybe, maybe apply a little bit more, more grace. And I think- But that's, that's part of the challenge is I think they have put- I love it they have put those agents, uh, for- forefront talking to the customer, right? You know, like you do a financial summary report, you know inside of QuickBooks or you ask it to, you know, when you're asking it anything and it, uh, you know, gives you a, a confidently wrong answer in, in the Intuit Intelligence chat or, or wherever you know, those types of things are... You know, even though it's got the little disclaimer down at the bottom, it's like, it may be wrong you know. Again, when it comes, comes back so flippantly and you, you say it, "Hey, this was wrong." It's like, "Huh, you're right." It's like, there was a bug. Well, like why didn't you- Yep, yep, yep start with, "Hey, there's a bug in the system-"

Sharrin Fuller

Yes

Dan DeLong

uh, to, to give me the information.

Sharrin Fuller

But it's intentionally not programmed to that because they want you to find it. They want us to feed them the correct data. Yeah. So, uh, I absolutely agree. And, uh anybody that wants the, um... I don't, I can't pull it up right now on my thing, but I'm happy to send you the website to Level. It's... I don't even have a code, nothing. There's no benefit here for me. I just think it's a really good software. But you guys, not the best, but the the, what they gave you, the reporting was amazing, w- so it was worth it to me. So I put my email in the chat. You guys can grab that or you can always email Dan and he'll g- and he'll get it to me. I'll send it to you guys. But, um, so the reason I started looking at something like that is because we brought in outsourcing overseas to do our coding because it just made sense, right? And I was worried because of the language barrier, and they're not in the US, that we'd have some things that were incorrect, and we were right. When I brought in Level, I was able to not only oversee what they were messing up, I was, was able to send the email to them and go, "Go fix it. Go fix it." And then it was like this whole thing that they want to beat Level. Like, I would give them bonuses. Like, if Level doesn't, if you keep Level below, if you keep it below this level, like, then we'll give you bonuses. And so it really incentivized them to not make those mistakes, but also it cost me no extra management time. And this is how I was able to, as anybody that's read my book knows, I ran my firm, I only worked on my firm five hours a week total, and we had almost 100 clients. Um, but that was how I was able to do it is because the software was managing it for me. I tested the software first. I was confident in what it was telling me, and then I assigned it to manage everybody else. And to me, that's a great use of AI, that automating the tasks that, that don't require the actual data. I- QuickBooks, I shut off all automation. I don't like it. I, the only thing... Actually, I'll lie. I lie. The only thing that I do like that's in QuickBooks is, um, of their AI, is the bill reading when they scan the bill, I think that's pretty good. I do like that. But as for the coding, I just don't, I don't trust it, and I don't like it, and the coding of your books is where everything starts, and you just can't afford for it to be incorrect. So when it comes to AI and accounting, I think we need to be very protective of our data, very protective of what we're presenting to our clients and that it's real, and maybe utilize it more for tr- not even, I don't even know about transactional, more for research and presentation and the little things that don't matter but will make us look better. That's my opinion at the moment, at the moment. Um, we've come a long way. I mean-

Dan DeLong

Mm-hmm

Sharrin Fuller

haven't we?

Dan DeLong

Yeah, yeah. I mean, look at where AI was in, in, in QuickBooks a year ago, right? It was this Intuit Assist, this little slide bar, sidebar that would come in and, you know, help you turn images into transactions. You know, and, and then it turned into these agents that are-

Sharrin Fuller

Yep

Dan DeLong

strategically placed throughout. Now it's got the Intuit Intelligence- Mm-hmm ChatGPT-esque-

Sharrin Fuller

Yeah

Dan DeLong

sidebar where you can-

Sharrin Fuller

Yeah, yeah

Dan DeLong

just chat with your QuickBooks.

Sharrin Fuller

Yeah. See, and that again, uh, uh, I love that it's there, but again, my problem with all these different AI tools everywhere is they only know the information you give them, and even then that's limited. I put information into Claude, but anything that I put in there that's outside of a project it cannot find, so I have to have sep- separate projects. And if I'm in a different project or a chat, I'm like, "Hey, remember we talked about this?" It's like, "I don't know what you're talking about." I'm like, "Ugh, it, it's in your... How is it not in your memory?" It can't search beyond that. So then again, I'm, I'm almost duplicating what I've already done, a-

Picking The Right Tool

Sharrin Fuller

and then I have to manipulate it even more. So I get worried about going to something new because I've already put all my data in one spot, and it's, I already am trusting it that it has the information. And then I move to QuickBooks and I'm like, "You don't, you don't know me." It's like going on a first date again. I'm like, "I have to tell you all these stupid things? I already told you these, told these stories 500 times." Well, I tell 'em again. And that's how I feel like with AI. It's really just like dating. ChatGPT knows me. We've been in a relationship for a while. Sorry, guys. I'm almost done with this. Um, y- y- I tried to duck into a corner. It's all right. I know. This is a library. Everybody's moving away from me, guys. I feel really bad.

Dan DeLong

Mm.

Sharrin Fuller

But it's really important stuff. So, um, yeah, so I, I do... That's how I feel about it. But, and, and I, like I said, I use it brainstorming presentation, and polishing, and to me that is so completely valuable-

Dan DeLong

Right

Sharrin Fuller

in time and in what you get back from it

Dan DeLong

Right. And, and a- as I think one of the takeaways of, of y- of this exercise is there is no silver bullet when it comes to an AI tool to do what it is that you wanna do. Sometimes, you know, just like, just like screwdrivers, right? Yeah. Not, not, not, not what you're drinking, but, uh, Yes but just, uh, you know, the tool. This is

Sharrin Fuller

just orange juice, I swear to God. Oh. It's, like, I got here at 8:00 AM. What is wrong with you? My husband even said that. He's like, "You not get a drink when you get there? It is 8:30 by the time you get in." I'm like, "You don't, you're not the boss of me, and the airport has different rules. Shut up."

Dan DeLong

But, like, you have Phillips-head screwdrivers, you have flathead screwdrivers. Yep, yep, yep. You even have just different types of tools within those tools, and some of them are gonna do better in, in certain circumstances, and we're still trying to figure the, figure that out, like, which, which one is the best. But in general, all of them are, are good for these-

Sharrin Fuller

Sure.

Dan DeLong

Yeah these, these, these tasks today, right? Yeah. Yep. And, and even the ones that you used, right? I mean, they, they didn't give bad grades, but you still-

Sharrin Fuller

No

Dan DeLong

have to be the teacher to put a red pen to their outputs.

Sharrin Fuller

And us all being accountants, we're unforgiving in our data because we have to be. The liability, we can't give our clients bad data. And so the minute I see a B or an, even an A minus, I'm like, where did it go wrong? And then I have to go research. I- so for me, like I said, I- And now it's even disappointing, Dan, because like I said, I'm pulling those QuickBooks reports, and my reports aren't right. So h- what, what data am I... Am I gonna have to go back to Excel spreadsheet, and then what? You know, I'm not... It's just very frustrating. I- now when I get, now when I, I exported my reports last night and I dumped them into, like, three different, or three, well, I was already doing this, three different platforms, and I'm like, "Please calculate to make sure nothing's off." All three of them said they were fine, so I guess switching to the classic view switched that from the modern view. But at that point then I was happy to take the data that I knew was accurate, put it into Claude, and say, "Make this prettier." And then t- like I said, to me, that makes me look more polished, it makes me look more professional to my client. I can explain it better to them than just a terrible basic AI report, and I don't know. I mean, we do need to keep seeing... I, I think this is the way it's going. I just think that right now there's this big push and this big, um, everybody's gotta prove that they're using AI in the right way, and what does AI mean? AI is, it's just artificial intelligence. Mm-hmm. It's just some- doing something for us and taking it off your plate. So use it, use it-

Dan DeLong

Yeah

Sharrin Fuller

carefully.

Dan DeLong

So that, you know, as, as the, You know, you're probably going to have to, you know, speak to AI, especially with new clients or even existing clients. Like, "Hey, why am I doing this when I've got AI in my, in my program? It's,

Use AI Carefully

Dan DeLong

it, it creates a financial summary on the 5th of the month whether I want it to or not," right? Yep. But it doesn't provide that- Judgment, the the trust in the numbers, right? Yeah. You know, 'cause it could tell you that your, your cost of goods sold went down, uh, 10% over last month. Yeah. But is that good or bad? But

Sharrin Fuller

you gave them the data. Yeah. Yeah, yeah, yeah. No, absolutely. So my suggestion is, when it comes to any of this, try to pick a platform that works the best for you and try to stick to it. Create projects, invest in the platform, get to know it, get to use it, love it. You're gonna be disappointed because something better is gonna come along, but you can always export your... Like, I exported all of my data from ChatGPT and imported it to Claude. Didn't do what I wanted it to do, but it didn't take so long for me to rebuild the database, but I trust Claude now far more than I trust anything. But I also, like I said, I just verify that my mathematical data is correct beforehand, and you have to be very specific with your prompts. Um, and, and that's honestly my suggestion to absolutely everybody. I don't, I... We're gonna have to wrap this up a couple minutes early because my flight boards in three minutes. Wow. But but I'm in zone three, so I've gotta... I'll get out of here enough. Okay. But, um- Get some done. I hope this was somewhat helpful just because after coming from Scaling New Heights, we actually planned this long before Scaling and everything, and just hearing everybody freak out about AI, honestly, use it to make your life easier. If it doesn't make your life easier, don't use it. Um, a- and honestly, you're probably already using it and you don't even realize it. Like, AI is anything automated that you're not manually doing. Any workflows, anything that's auto-generating, it's artificial

Wrap Up And Next Episode

Sharrin Fuller

intelligence. You've, you've been using it for a long time, and it's just the new agents and such. These are all just buzzwords to kind of get you to look into it. But I don't know. That's just my, my opinion, so. For what that's worth, the dollar that it's worth

Dan DeLong

That and two cents.

Sharrin Fuller

If, if even. Um, I believe next time... Oh, am I the next one, you guys? Yeah. I think the next one too. Yeah, this is, this is a two- I was

Dan DeLong

gonna go twofer. We get a two for one.

Sharrin Fuller

Uh, This next, this next one we're, again, we're gonna... I know that we're bringing up more topics than just Intuit, but we wanna bring a lot more value than just the one platform that everybody loves to hate. And we wanna give Dan a break from having to do everything. So next year we're gonna talk about, our next episode we're gonna talk about moving away from hour- hourly billing, how do we charge for that, things like that. I've got some templates and things that I give in my community, and we'll do that here too. So please be prepared with some of your questions. Feel free to throw me anything beforehand, me or Dan, anything that you'd like to see in the next episode. We, you, you can see, if you go to our website, you can see what's up and coming. If there's something specific that, hey, while you're teaching this or speaking to us, I'd love if you'd get into this, we love that feedback. So we're not going blind. We're doing this for you, so whatever we can do to give you guys more information. And, um, yep, there's our upcoming sessions. But, um, thank you all for listening. And, um, yeah, Dan. Sharrin, thank- I'm glad that you didn't have to make a slideshow this year, this time.

Dan DeLong

Yeah, thanks. Uh, this was, this was great. I mean, it was a little different, of course, because we didn't have- Yes our, our format that we, that we normally do- No with poll questions and all that

Sharrin Fuller

stuff. I didn't even ask you q- I didn't even ask questions. Didn't care. That's all right. Didn't care. Didn't care if this was helpful or not. Didn't care. You stayed. We do care. I care. I care. I joke. I'm getting in trouble because, uh, my dry sense of humor doesn't land right all the time. I care. I care.

Dan DeLong

And we care- All right,

Sharrin Fuller

everybody

Dan DeLong

about you.

Sharrin Fuller

We, we care a lot. All right.

Dan DeLong

Well, we will see you on the next, uh, QB Power Hour, and hope everybody has a great, uh, great week ahead. And Sharrin, safe travels.

Sharrin Fuller

Thank you. See you in a couple weeks