AI Masterclass Clips

The AI Masterclass is a series of live webinars designed to help accountants and advisors unlock more time, profit, and an efficient practice using AI and automation. If you haven't signed up yet, we have curated some 60-second clips, so you can get a feel for what's covered as part of the series.

Why uploading sesitive data to AI is risky​

Randy breaks down the significant security and privacy risks of sharing confidential information with AI platforms. Randy and Des cover potential data breaches, lack of data control, and how sensitive information might be used to train AI models.

The rise of AEO and GEO

In session 8 of the AI & Automation Masterclass, Callum discussed making your automations more authentic, what AEO and GEO are and how SEO is still critical.

Smarter Spreadsheets​

Starting with spreadsheet code is the most logical first step for accountants when it comes to coding. By providing AI with screenshots or context and asking for exactly what you want, it can become an accountant’s superpower. But don’t just copy and paste. If you’re not sure how it works, read the explanation it provides.​