Technology
How Beau built a free tool to reconcile Xero transactions using AI (with no subscription)
Chad Davis · 29 Nov 2025 · 5 min read
Author · Summit speaker
Chad Davis
Co-founder, LiveCA LLP
3 articles on The Firm, 1 summit session
Read · 3 articles
Latest from Chad Davis
Operations
How to use the “Right People, Right Seats” strategy to build thriving teams
The “Right People, Right Seats” strategy is essential for accounting firms aiming to scale sustainably by aligning team members with roles that fit their strengths and values. By employing accountability charts and the GWC framework, leaders can make informed decisions about team dynamics.
Chad Davis · 29 Nov 2025 · 5 min read
AI in Accounting
Excel + AI is a mess (until you do this one thing)
Navigating the intersection of Excel and AI can be challenging for accountants, often leading to inaccuracies and misinterpretations. This article reveals effective strategies to enhance AI’s utility in managing Excel-heavy workflows, such as flattening spreadsheets and using step-by-step prompts.
Chad Davis · 29 Nov 2025 · 6 min read
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On stage at the summit
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