Custom GPTs for Accounting Firms 🤯

[@pmarmstro1]

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]

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

[@jasoncpa]

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

[@XactCyber]

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.

[@gsolerstrong]

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]

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

[@oberlanderco]

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...

[@jasoncpa]

😎😎

[@jamesbiggs5379]

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

[@jasoncpa]

Copy that thanks James!

[@valeriemoseley879]

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]

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

[@valeriemoseley879]

I will! Thanks so much,@@jasoncpa

[@ensiv74]

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]

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]

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

[@ThoroughbredofSin]

Circular 230?

[@jasoncpa]

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 kzbin.info/www/bejne/nam3eWqVnrqWps0si=GsKF5Zn_lkfQO1KV

[@oberlanderco]

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

[@tashaappel4215]

This is what I want to learn in college.

[@TheJlcpa]

🤯

[@jasoncpa]

👆👉

[@tatendakusena3560]

Thought: KZbin 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]

You stop that 👆👉👆👉

[@jamesbiggs5379]

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