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Jan's Favorite AI Things thumbnail

Jan's Favorite AI Things

AI in Practice 30 min

In this AI in Practice session, Jan Haugo shares the AI tools she actually uses in her business and the framework she follows to decide which tools are worth adopting. Jan discusses AI security and data access, demonstrates how she uses the AI assistant Victor for repetitive administrative workflows, and shares practical tools for meetings, communication, practice management, productivity, and accounting. She also offers a simple approach for evaluating whether a problem can be solved with AI already built into your existing software, a well-designed prompt, or a dedicated new tool.

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Your Team's Drowning. Here's How AI Sees It thumbnail

Your Team's Drowning. Here's How AI Sees It

AI in Practice 32 min Jan Haugo

In this AI in Practice Talks session, Jan Haugo demonstrates how AI can uncover hidden workload patterns, identify process bottlenecks, and pinpoint the best opportunities for automation. Learn how to use data-driven insights to prioritize improvements, balance workloads, and build more efficient accounting workflows instead of relying on assumptions. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo

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Stop Playing Email Tag with Clients, Draft Professional Responses in Seconds thumbnail

Stop Playing Email Tag with Clients, Draft Professional Responses in Seconds

AI in Practice 31 min Jan Haugo

You're spending 2+ hours a week typing the same client responses over and over: explaining late payments, clarifying tax deadlines, answering the same questions differently for different clients. What if AI wrote them for you — in YOUR voice, addressing their specific situation, actually professional? We'll show you a system that learns common client communication patterns and drafts responses in seconds. Light demo of the Client Problem Communicator — watch it handle real accounting friction points. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo

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AI In Practice | Stop Finding Errors in Month-End. Catch Them at Entry thumbnail

AI In Practice | Stop Finding Errors in Month-End. Catch Them at Entry

AI in Practice 23 min Jan Haugo

In this session of AI in Practice Talks, Jan Haugo explores how accounting firms can stop finding errors at month-end and start catching them at the point of entry. She demonstrates how real-time data validation, AI-powered insights, and smarter workflows can prevent costly rework, reduce delays, and improve overall accuracy. Attendees gained a practical look at how to shift from reactive cleanup to proactive control using modern accounting technology. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo

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