Skip to main content

CPE PLUS: Month End with AI: How AI has Forever Changed the Month End Close, Reporting and Forecasting

-

Virtual

1.00 Credits

Member Price $0.00

Overview

In this session you will learn about how AI is fundamentally changed the month end, close reporting and forecasting process. You will learn about the various AI tools that make this possible as well as what is now the present and modern way to close out the month and provide your clients with the best advisory and financial packages.

We will walk through how AI makes all of this possible. The pros and cons of using AI and the changes in month end process. How to use this as an opportunity to raise pricing and increase margins. Also how to use it as an opportunity to upsell incremental packages to your clients.

This event is part of the following bundles:

Leader(s):

Leader Bios

Enrico Palmerino, Botkeeper

Enrico Palmerino is the founder and CEO of Botkeeper, which provides accountants with an automated bookkeeping platform using human-assisted machine learning and AI. Botkeeper’s platform delivers the fastest, most accurate, and low-cost bookkeeping available to accounting firms seeking a scalable CAS solution for their clients.

Enrico also serves on the Board of OnProcess Technology and Fidelity Bank and is an investor and advisor in several prominent tech companies. He has been recognized as one of the Top 100 Most Influential People in Accounting, Top 30 Most Inspiring Business Leaders, and 2020 Golden Bridge Entrepreneur of the Year.

Return to Top

Member Price $0.00