Planning with AI
Episode Summary
Are AI bank feeds helping—or just creating more work? Blake and David unpack Intuit’s missteps, why “use AI to make the rules” matters, and how a no‑code agent now posts multi‑line bills to Xero. They demo Excel’s new "copilot()" function, share how FP&A roles are shifting, and hit headlines from Barstool’s lawsuit to tariffs and Gusto’s Guideline deal. You’ll leave with practical ways to deploy AI, avoid hidden risks, and boost margins.SponsorsOnPay - http://accountingpodcast.promo/onpay TeamUp - http://accountingpodcast.promo/teamupDigits - http://accountingpodcast.promo/digitsChapters(00:43) - Planning with AI
(02:03) - The Threat of AI to Consultants
(04:41) - AI in QuickBooks: A Double-Edged Sword
(06:19) - AI's Limitations and Future in Accounting
(27:02) - Excel's New AI Copilot
(28:22) - Introducing the Copilot Function in Excel
(33:50) - AI in the Workplace: Challenges and Opportunities
(37:44) - Barstool Sports vs. Omega Accounting Solutions
(41:29) - New Tariff Policies and Their Impact
(53:45) - Gusto Acquires Guideline for Retirement Services
(54:26) - Conclusion and CPE Information
Show NotesBring AI to your formulas with the COPILOT function in Excel https://techcommunity.microsoft.com/blog/microsoft365insiderblog/bring-ai-to-your-formulas-with-the-copilot-function-in-excel/4443487FP&A pros anticipate AI-driven headcount reductions https://www.accountingtoday.com/news/fp-a-pros-anticipate-ai-driven-headcount-reductionsPresident Trump Ends Unfair "De Minimis" Tariff Exemption, A Major Victory in Securing the Homeland https://www.dhs.gov/news/2025/07/31/president-trump-ends-unfair-de-minimis-tariff-exemption-major-victory-securingFact Sheet: President Donald J. Trump is Protecting the United States' National Security and Economy by Suspending the De Minimis Exemption for Commercial Shipments Globally https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-is-protecting-the-united-states-national-security-and-economy-by-suspending-the-de-minimis-exemption-for-commercial-shipments-globally/Barstool Sports Sues Accounting Firm Over Unpaid Advertising Bills https://www.sportico.com/law/analysis/2025/barstool-omega-accounting-solutions-advertising-lawsuit-1234868719/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on
