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The AI Operating System Build Session: How Accounting Firms Turn AI Into Safe, Scalable, Monetizable Systems thumbnail

The AI Operating System Build Session: How Accounting Firms Turn AI Into Safe, Scalable, Monetizable Systems

AI Deep Dive 67 min

In this AI Deep Dive build session, Jan Haugo (Founder of smartaccountant.ai) breaks down how accounting firms can turn AI into safe, scalable, and monetizable systems, not just one-off prompts. You’ll learn the difference between prompts, Projects, and Custom GPTs, and why that matters when you’re trying to build repeatable workflows your team can actually use. Jan walks through a hands-on build of an AI Policy + Risk Advisor GPT to help firms evaluate what’s safe to upload, what needs to be redacted, and when to escalate for review. Then she demonstrates an advisory analysis pipeline that starts with financial analysis in ChatGPT and moves to Claude for an executive-ready narrative and an HTML-style dashboard. You’ll also see real examples of AI operating systems firms can use across operations, HR, sales, client service, month-end close, and advisory.

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ChatGPT For Accountants: Practical Wins in 60 Minutes (Safe+Repeatable Workflows) thumbnail

ChatGPT For Accountants: Practical Wins in 60 Minutes (Safe+Repeatable Workflows)

AI Deep Dive 65 min

In this exclusive Be Insightful webinar, Jan Haugo of SmartAccountant.ai walks you through practical, real-world ways to use ChatGPT and AI tools inside your accounting firm. No hype. No theory. Just workflows you can actually use starting Monday. You’ll learn where AI fits in the accounting process (and where it absolutely does not), how to protect client data using a simple red-yellow-green safety framework, and how to sanitize financial reports before using AI. Jan also breaks down a proven prompting structure so you get consistent, usable outputs instead of generic AI responses. This session includes live builds showing how to: • Create pre-QC checklists and SOPs to reduce reviewer rework • Turn messy internal notes into structured workflows • Cut client email time using repeatable response templates • Build a prompt library your whole team can reuse\ Member Resources Included: ✔ Webinar recording access ✔ Slide deck (available here) ✔ Prompt library templates ✔ SOP builder toolkit ✔ Client email prompt pack This training is part of your Be Insightful membership and is designed to help you work faster, stay compliant, and implement AI safely without adding complexity to your firm.

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We Can't Ignore AI Forever (Trust Us, We Tried) thumbnail

We Can't Ignore AI Forever (Trust Us, We Tried)

AI Deep Dive 30 min

In the kickoff episode of AI Talks, Donna Reade breaks down why accountants can’t ignore AI anymore and how to start using it without panic. Learn how AI actually works, why prompts matter more than tools, and simple ways to use ChatGPT for client communication, workflow support, and everyday productivity. This session focuses on practical adoption, not hype, so you can start using AI with confidence.

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