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Day two · Thursday 12 November 5:00pm–5:45pm AEDT

Your client's sh*t work. Is the next big opportunity for AI.

BookkeepingAI strategy

  • Nik Wakelin Co-founder and CEO, Sterling
Notes powered by Vinyl

Full session replay · 93 slides

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About this session

Every monthly catchup, your client moans about staying late doing the same bloody thing. Open the spreadsheet. Copy the numbers. Click into the accounting system. Paste. Recode. Repeat. Their software stores the records, but they’re still doing the grunt work. Join Sterling co-founder Nik Wakelin to see how AI can take on that monthly grind, and how helping clients fix it becomes the advisory work you’ve always wanted to do.

Key takeaways

  • Know where to start: what’s possible now that was a PhD thesis just a year ago
  • Understand systems of record vs systems of execution: why storing the invoice isn’t the same as doing the work, and how AI can fill in the seams between your client’s inbox, spreadsheets and accounting system.
  • Know when you’ve outgrown the chatbot: recognise when your client needs AI that actually does things, rather than another “answer” to copy and paste.
Speaker
  • Nik Wakelin

    Co-founder and CEO, Sterling

Vinyl

The notes for this session will be powered by Vinyl

Vinyl is the AI meeting assistant for accounting and bookkeeping firms. It records, transcribes and turns every client conversation into notes, actions and advisory opportunities, the same way it covers the summit.