Here is a video of me practicing a presentation that I gave to a B2B networking lunch group. We discussed how to reduce manual accounting tasks including
- AR (Recurring Payments and Reminders),
- AP (Bill.com)
- Hourly invoicing,
- Classifying transactions with Rules and reconciliations.
- We also discussed how we are using Claude Cowork including the difference between chat and agents, and some of our most valuable use cases including determining pricing for new customers and improving firm profitability.