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

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Save time and reduce errors with automated transaction mapping.

Quick Tech Talk

With Steve Yoss

CPE Today

Artificial 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.

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Bank 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.