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Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks

Author
CPA Trendlines
Published
Thu 19 Dec 2024
Episode Link
https://www.podomatic.com/podcasts/cpatrendlines/episodes/2024-12-19T05_34_12-08_00

Save time and reduce errors with automated transaction mapping.  Quick Tech TalkWith Steve YossCPE TodayArtificial intelligence is a game-changing technology. Its ability to take on tedious processes allows accountants to focus on higher-value work. A prime example is bank feeds in applications like QuickBooks, Xero, and other accounting platforms.MORE STEVE YOSSMORE TECHBank feeds already streamline workflows by pulling transaction data directly into accounting systems, but AI takes it further. It can automatically match transactions to existing entries, intelligently categorize expenses, and continuously improve its accuracy based on user input and patterns from other businesses. 

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