AI Spreadsheets, IRS Mass Resignations, Recession Signs
Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language. You'll discover why deep research tools might replace entire teams of analysts and why revealing your AI usage might actually hurt your professional reputation. Plus, hear about unusual recession indicators (men's underwear sales are down!), what Americans consider financial success versus reality, and why accountants everywhere are buzzing about Baker Tilly's merger with Moss Adams. Whether you're curious about automating journal entries or simply wondering if you should disclose your AI wizardry, this episode delivers practical insights for the modern finance professional.
Chapters
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Chapters
- (00:00) - Introduction and Podcast Overview
- (00:39) - App News and Intuit Updates
- (07:53) - Intuit's AI and Bitcoin Controversy
- (11:10) - Xero Innovations
- (20:16) - Paychex Acquires Paycor
- (21:11) - Flowcast's AI Agents
- (25:17) - Pipe Acquires Glean AI
- (26:28) - Google Sheets AI Formula
- (34:30) - Google Agent Space
- (42:29) - AI's Impact on High-Level Jobs
- (43:12) - Testing AI with Investment Analysis
- (44:25) - Mother Road Brewery Investment Evaluation
- (49:31) - Canva's New Sheets Feature
- (54:31) - Google's Monopoly and Data Breach News
- (58:22) - AI Disclosure in the Workplace
- (01:05:51) - Mega Merger of Accounting Firms
- (01:11:26) - Signs of a Recession
- (01:17:45) - Upcoming Events and CPE Opportunities
Show Notes
Accelerating Money Innovation with Deserve Technology Platform and Talent
WARNING: Quickbooks Checking
Green Dot considers sale as CEO exits
Intuit Enterprise Suite Spring update features more efficient multi-entity accounting, enhanced reporting, and more
Strive targets Intuit for Bitcoin buys after orange-pilling GameStop
Xero Rolls Out New "Reconcile Period" Feature
Xero introduces new Model Context Protocol server for smarter accounting
Paychex Acquires Paycor in $4.1 Billion Deal
Introducing FloQast AI Agents: Revolutionizing Accounting Automation
Pipe Acquires Glean.ai to Add Spend Management to Suite of Embedded Financial Solutions
Google Sheets Introduces AI-Powered =AI() Formula for Enhanced Productivity
https://yourstory.com/2025/04/google-sheets-ai-formula-gemini
https://yourstory.com/2025/04/google-sheets-ai-formula-gemini
Scale enterprise search and agent adoption with Google Agentspace
Sarah Friar’s LinkedIn Post …
OpenAI CFO Sarah Friar: We are building a lot of IP down into the data center layer
Introducing Visual Suite 2.0: Productivity, meet creativity
Department of Justice Prevails in Landmark Antitrust Case Against Google
Dark Web Digest – Lessons Learned from the Wolters Kluwer Data Breach
New HEC Paris research suggests that shadow adoption of ChatGPT could benefit employees but not the firms
Baker Tilly and Moss Adams announce plan to merge
Forget markets, here are 8 other early indicators of a recession: Brothel index, lipstick index, and more
Here’s the Salary Americans Believe Makes You ‘Financially Successful’ in 2025
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Get in Touch
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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
