Jason Staats⚡
@jasononfirms • 29,505 subscribers
Former 5M accounting firm-runner I help 1-10M firms run better with free resources Newsletter (18k firms) 👉 https://t.co/bm8IzSQBiT
Videos
I put together a 30 minute guide to Claude Cowork for accounting firms 40k accountants went through it last week Here it is, ad free 0:00 What I think of it 1:21 A simple bookkeeping file 6:07 A 6.7k trx bookkeeping file 8:25 Using it to match receipts 10:11 Tax workpaper prep 13:10 Cost to use 15:45 Does it security 20:14 Can it use a browser
Jason Staats⚡268,133 views • 5 months ago
How to use Claude as a proper QuickBooks replacement in an accounting firm, ad free 0:00 Intro 0:46 Why Claude is bad at bookkeeping 3:09 How to make it GREAT at bookkeeping 4:37 How to share the accounting file with colleagues 5:35 How to build a reporting layer in Claude 9:10 Can it handle advanced files? Let me know what you think!
Jason Staats⚡15,611 views • 3 months ago
Accounting firm app I'm thankful for: RightTool Why it's a no-brainer for anyone using QuickBooks 👇 It's free. It makes QBO better. It adds 146 features you wished QBO had. Two years ago I made a video about it. Here's what people said: Wow. Just wowww Ohhhh I need this thanks for sharing Can not, will not use QBO without RightTool!! Amazing. Its weird that these features aren't native to QBO! THANK YOU FOR SHARING THIS! EXACTLY WHAT I NEEDED Met a guy in Los Angeles last week who said it changed his life, then that of his team. That's actually not a joke that's a thing an accountant said about a thing for QuickBooks. But if you're a happy RightTool user hit me with some finger goons 👆👉
Jason Staats⚡16,255 views • 9 months ago
Just 10 days old, this is now the highest performing YouTube video I've ever posted How AI Is Automating Accounts Payable I recently published a (sponsored) demo of a tool that uses AI vision models to extract detailed bill data to a level not previously possible Things I like about it: 1. As someone who has used virtually every invoice extraction tool for the past decade with hundreds of SMB clients, this feels like magic 2. Even reads awful handwriting 3. Learns from mistakes - you teach it rules to ensure it never bungles the same thing twice 4. Pulls every ounce of detail for the ugliest AP workflows near instantly, and maps it back to the accounting file 5. Brings us a meaningful step closer to actually removing human entry from the process. You know, the thing we've been promised for a decade plus I had clients burning 2-4 FTEs overseeing invoice detail entry with other leading bill pay solutions, and every accountant on their team wanted to move to more valuable projects Arguably the highest impact application of AI I've seen yet on an "accounting" role The reaction from accountants? 85 likes, 0 dislikes Turns out we're perfectly happy to let AI replace the jobs nobody wants to do 🙂 This is a sponsored post 100% of thoughts in this post are my own, the sponsor had no input And 100% of proceeds from these sponsored posts go to accounting charities 🤘
Jason Staats⚡10,884 views • 2 years ago
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