Custom GPTs for Accounting Firms 🤯

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  • Опубліковано 7 лют 2025

КОМЕНТАРІ • 25

  • @pmarmstro1
    @pmarmstro1 11 місяців тому +2

    I had a nice laugh when you rolled the Final Fantasy victory music in this. (Congrats, Jason, on being as much of a geek as me, I suppose.)

  • @yashvishwakarma3022
    @yashvishwakarma3022 Рік тому +4

    I work with a small accounting firm in Toronto Ontario, I build a Payroll Administrator out of custom GPT.

    • @jasoncpa
      @jasoncpa  Рік тому

      Nice! What sort of stuff does it do for you?

  • @XactCyber
    @XactCyber Рік тому +1

    Absolutely loved this video! The knowledge you shared are valuable across various industries beyong Accounting. As a cybersecurity enthusiast, I also appreciate your emphasis on protecting your customer's data. It's best to enable MFA on the application that provides access to Chat GPT for added security.

  • @oberlanderco
    @oberlanderco Рік тому +1

    This is great. Will share this in our upcoming newsletter.
    It's time for us accountants to go an offense :) We are the cool guys and leading the pack when it comes to adopting...

  • @jamesbiggs5379
    @jamesbiggs5379 Рік тому +2

    P.s. love the AI vids, I work heavily for the Agriculture sector and keen to use in our firm...

    • @jasoncpa
      @jasoncpa  Рік тому

      Copy that thanks James!

  • @gsolerstrong
    @gsolerstrong Рік тому +1

    GREAT and valuable content! For the GPT teams use case around 11:50 - I would presume you can’t search websites like IRS’ given privacy / permission controls? Only websites like Twitter, Instagram, etc - correct?

    • @jasoncpa
      @jasoncpa  Рік тому

      Generally anything available via a public URL will be searchable!
      If you check out this conversation I just did chat.openai.com/share/e/67599867-b328-4f61-ade1-f3b8f66bc8d7
      By saying "only look at results from irs.gov" it added to the bing search "site:irs.gov" so it only pulled things from there
      The only places I've bumped into limitations have been with paywalled sites, as you may imagine

  • @ThoroughbredofSin
    @ThoroughbredofSin 11 місяців тому +1

    Circular 230?

    • @jasoncpa
      @jasoncpa  11 місяців тому

      Due diligence will generally look the same as your process for any other cloud app but here's the most up to date comparison of the various ChatGPT plans www.linkedin.com/feed/update/urn:li:activity:7153798628631871488
      And a guide for how to develop your own AI use policy ua-cam.com/video/gxTH7_iUcpk/v-deo.htmlsi=GsKF5Zn_lkfQO1KV

  • @ensiv74
    @ensiv74 Рік тому +1

    Data Analyst could not read any of the documents. I tried xlsx, csv and pdf formats and it kept saying the data was all zeroes. I tried a 12-month (by month), Q4 by month and just a single month. None of it could be read. There has to be something else I am missing.

    • @jasoncpa
      @jasoncpa  Рік тому

      Yeah this has been 50/50 for me - when it first launched it worked great, then I couldn't get it to read any files, now it'll sometimes take a couple regens
      I've had the best luck with PDFs and CSVs

    • @ensiv74
      @ensiv74 Рік тому +1

      @@jasoncpaI think I figured it out. Had to remove the header and footer data and it worked.

  • @valeriemoseley879
    @valeriemoseley879 Рік тому +1

    So much of my knowledge is in emails that I’ve sent to clients. I want to use an internal GPT to mine that knowledge but Im worried about privacy. I’n a google-based firm and Bard sounds perfect for querying my emails, but it says right there when you sign up that they are going to read your stuff so I had to back out….😢 So maybe GPT Teams will be an option but how to get all of my sent emails in there? - ugh. anyway, thanks for the info!

    • @jasoncpa
      @jasoncpa  Рік тому +1

      Check out Duet AI! No model training and can see into your gmail cloud.google.com/ai/duet-ai

    • @valeriemoseley879
      @valeriemoseley879 Рік тому

      I will! Thanks so much,@@jasoncpa

  • @tashaappel4215
    @tashaappel4215 Рік тому +1

    This is what I want to learn in college.

  • @oberlanderco
    @oberlanderco Рік тому +1

    You're so getting a cease-and-desist letter from Intuit for creating Craig AI without asking for its consent :)

  • @TheJlcpa
    @TheJlcpa Рік тому +1

    🤯

  • @tatendakusena3560
    @tatendakusena3560 Рік тому +1

    Thought: UA-cam should introduce a function where content creators can crowdfund directly on the platform eg like a patreon for channel investors.
    I would invest in Jason. This channel is going to blow up in a good way 🫶🏽💪🏽.
    Anyway thanks for the insight.

    • @jasoncpa
      @jasoncpa  Рік тому

      You stop that 👆👉👆👉

  • @jamesbiggs5379
    @jamesbiggs5379 Рік тому +2

    Could be very useful for Audits! Especially the incredibly dull bits... 😴🥸