Financial Cents Updates with Shahram Zarshenas
Shahram Zarshenas from Financial Cents joins Lynda, Sarah, and Steven for a deep dive into what's new in practice management software, and how AI is reshaping the way accounting and bookkeeping firms operate.
They cover major product updates like automated file renaming, month end close automation, document tagging, and the upcoming profit and loss and cash flow reporting features. The conversation also explores Xero's growing presence in the market, why QuickBooks is losing favor with some firms, and how AI is shifting practice management from a system of record to a system of action. Plus, a candid look at how firm owners are already using AI tools like Claude in their own workflows.
A must listen for any accounting or bookkeeping professional trying to figure out where AI fits into their practice.
00:55 Meet Shahram from Financial Cents
01:33 Awards Culture And Support
02:49 Why Financial Cents Works
05:10 AI Supercharging Development
06:31 Document Tags Time Saver
08:30 Client Portal View Mode
09:34 Month End Close Reports
10:54 WorkflowCon Highlights
14:15 Xero Integration Outlook
20:05 Ledger Ecosystems And AI Tools
22:50 Financial Reports Preview
23:38 P&L Collaboration Notes
25:08 AI Powered File Renaming
26:37 Effortless AI For Firms
28:38 Validate Rename Route Files
31:34 Creative AI Use Cases
37:32 Smart Intake Roadmap
39:33 System Of Action Future
43:19 Hiring Creativity With AI
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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed, produced, and edited by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
The stories we share from the field are meant to educate, never to shame. We have deep respect for attorneys and the complexity of running a firm, and we recognize that many of the mistakes we discuss happen simply because no one ever explained the rules.