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  • 1.  Wrong ways we're using AI in accounting (My top 5)

    Posted 03-30-2026 04:56 PM

    I've been seeing a lot of AI use cases in accounting lately. Some are great. A lot of them… feel like we're missing the point.

    1. Using AI to write emails faster…

    instead of reducing how many emails we send

    We're optimizing the wrong layer. 😅

    2. Using AI to summarize meetings…

    but never actually doing anything with it

    Now we just have cleaner notes… sitting in a folder somewhere. 🤦‍♂️

    3. Using AI to speed up tax prep…

    when the real issue is we're discovering things too late

    We're getting faster at being late. 🥴

    4. Using AI to draft client responses…

    instead of fixing the system that created the confusion in the first place

    Feels efficient… but nothing actually improves. 😬

    5. Using AI to do more work…

    instead of using it to think better

    This one might be the biggest trap. 🤯

    I don't think AI is just a productivity tool. I think it's a clarity system. It's less about doing more and more about seeing what actually matters earlier.

    I've been thinking a lot about this while prepping for a webinar on AI and cognitive load. Feels like we're still very early in how we actually apply this in our day-to-day.

    I'm curious what others are seeing. Where is AI actually helping and where does it just feel like more noise?



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    Argel Sabillo CPA
    Red Bluff CA
    2133405689
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  • 2.  RE: Wrong ways we're using AI in accounting (My top 5)

    Posted 04-01-2026 09:23 AM

    These are really great insights @Argel Sabillo CPA! Also a great opportunity to continue the conversation from today's EPICenter Webcast: Smart Systems, Less Stress - Automating your Daily Workflow at 2:00 PM ET. Really excited to hear your perspective during today's webcast as one of our awesome panelists!



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    Lexi Weber
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  • 3.  RE: Wrong ways we're using AI in accounting (My top 5)

    Posted 04-01-2026 10:57 AM

    Very insightful, Argel!  The one that stands out the most to me is #2, "Using AI to summarize meetings…" I have so many notes, but like you said, I hardly reference them.  It's an interesting conundrum because having the notetaker allows me to be more present in meetings though. Hopefully, we'll all find the balance soon.



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    Bee Nance
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