ImpactMe.AI logo
NECA Accounting Peer Group · October 27, 2026
Practical AI for Accounting Teams
Adam Murphy · ImpactMe.AI · AI Made Useful & Human
Your facilitator
Adam Murphy
Adam Murphy inside the Latah schoolhouseThe restored schoolhouse in Latah, Washington
Builder
20+ years of enterprise IT, from developer to Director of IT at Amphenol Network Solutions.
Founder
ImpactMe.AI: Spokane’s first full-service AI consultancy. Training, custom AI solutions, and strategy.
Teacher
Runs hands-on AI classes from a restored 1908 schoolhouse in Latah.
ImpactMe.AI · Practical AI for Accounting Teams
How today works
The agenda is the sidewalk plan. Your questions are the footpaths.
An architect planted grass across a new campus, waited a year, then paved exactly where people had worn paths. We have an agenda. Where you push, we go.
By 3:00 today
What you’ll leave with
1
How these tools really behave, and when not to trust them
2
Hands-on Excel practice on real accounting tasks
3
A feel for which tool fits which job
4
A take-home kit: prompts, cheat sheets, a 30-day plan
Prompts are the fish. Thinking like AI is the fishing.
ImpactMe.AI · Practical AI for Accounting Teams
Setup check
Hands-on · 2 min
Let’s get everyone logged in
Wi-Fi
Network: [venue Wi-Fi]
Password: [____]
Open two of these
  • chatgpt.com
  • claude.ai
  • gemini.google.com
  • Copilot, if your firm provides it
Blocked?
Some firm laptops block AI sites. Pair up with a neighbor. Nobody sits out.
ImpactMe.AI · Practical AI for Accounting Teams
Quick round
What have you used AI for so far?
What do you wish it could take off your plate?
And: has anyone already had AI automation built at their firm?
Before we start
First, what do we even call it?
October 8
A post from the President: call it “Super Intelligence,” not “Artificial Intelligence.”
Also October
The company behind Grok announced it’s renaming itself SpaceXSI.
Whatever we call it, today is about what it actually does.
Live demo
Everyone talks · 8 min
Who’s in the room?
Tell me, out loud
  • Your role
  • Your team’s size
  • Your company’s size
  • Your pets, if any
Watch the AI
  1. Turn my recording into a table
  2. Turn the table into a chart
  3. Tell us what patterns it sees
ImpactMe.AI · Practical AI for Accounting Teams
Section 01 · 9:25
How AI actually works
Plausible, not proven.
The core idea
It’s a prediction engine
An AI chat tool predicts the next piece of text, one piece at a time, from patterns learned in enormous amounts of writing.
Think of your phone’s autocomplete, scaled up a few billion times. Predictive text, not thinking.
“The bank reconciliation is ___”
complete
due
off
done
Illustration only: likely next words, weighted by pattern.
ImpactMe.AI · Practical AI for Accounting Teams
Watch · About 2 minutes
Words, not facts
Why watch
See why a language model predicts the next word instead of looking up a fact.
Watch for
Probability, not a database. Words like “bank” and “due” are weighted guesses.
The rule
A spreadsheet gives the same math every time. This gives the most plausible next word.
ImpactMe.AI · Practical AI for Accounting Teams
Experiment 1
Hands-on · 5 min
Ask the same question twice
“In one sentence, explain what a bank reconciliation is.”
Then hit regenerate, or ask again in a new chat. Compare the two answers.
Your spreadsheet gives the same answer twice. These tools don’t.
Repeatable doesn’t mean correct. Different doesn’t mean wrong.
ImpactMe.AI · Practical AI for Accounting Teams
Why it goes wrong
Safe use
Built to sound right, not to know it’s right
It will invent a citation, a paragraph number, or a figure, in perfect grammar. In accounting, a confident wrong number is expensive.
Confidence
How sure it sounds
Fluency
How polished it reads
Correctness
Whether it’s actually true
Three different things. Only one of them matters at month end.
ImpactMe.AI · Practical AI for Accounting Teams
Live demo · paste this
Ask for the paragraph number
What is the exact ASC paragraph that says a construction contractor may include an unapproved change order in estimated contract revenue? Give the full citation, like ASC 000-00-00-0, and quote only that paragraph. Do not explain.
Then look that citation up. A calm, specific answer can still be wrong.
ImpactMe.AI · Practical AI for Accounting Teams
Sorting out the words
AI, machine learning, generative AI
Artificial intelligence: the broad field
Machine learning: learns from data
Generative AI: creates new text, images, code
You’ve likely used machine learning for years: bank-feed categorization, fraud flags, invoice capture.
Generative AI is the new part, and the subject of today.
ImpactMe.AI · Practical AI for Accounting Teams
Where answers come from
What it knows: three different things
1
Training data
What it learned, frozen at a knowledge cutoff. It doesn’t know today on its own.
2
Live web search
When the tool looks things up. Fresher, but search results can be wrong too.
3
Your data
Files you upload or apps you connect. Most useful, and most in need of care.
Try it: “What’s today’s date, and what’s the newest version of you?” Did it search?
ImpactMe.AI · Practical AI for Accounting Teams
Why it “forgets”
Context windows and tokens
Context window
The tool’s working memory for this one conversation. Very long chats start to drift.
Tokens
The pieces of text it counts, roughly three-quarters of a word each. Limits are measured in tokens.
Habit: start a fresh chat for a fresh task.
ImpactMe.AI · Practical AI for Accounting Teams
Slow it down
Reasoning models: thinking mode
Many tools now offer a “thinking” or “reasoning” option. It’s slower, works step by step, and is better at multi-step math and logic. Still verify.
Use it for
  • A tricky nested formula
  • A reconciliation puzzle
  • Checking a multi-step calculation
Skip it for
  • Drafting an email
  • Summarizing a memo
  • Quick explanations
ImpactMe.AI · Practical AI for Accounting Teams
Experiment 2
Hands-on · 5 min
Show it, don’t type it
Photos
Screenshots
PDFs
Voice
Try it: screenshot a table from a sample report and ask, “Turn this into rows I can paste into Excel.”
Safe use
Not real vendor invoices: they carry bank and remittance details.
ImpactMe.AI · Practical AI for Accounting Teams
Block 1 in five lines
Plausible, not proven.
Repeatable is not correct.
Know whether it searched.
Fresh chat for a fresh task.
Verify anything with a hard answer.
Section 02 · 10:20
The tool landscape
There’s no best AI. There’s the best AI for this task.
As of October 20, 2026
The main players
Tool
Current models
Honest “best at” for accounting
ChatGPT
GPT-6 (Sol on paid, Luna on Free)
The most complete all-rounder; Excel add-in works on Free
Claude
Opus 5.5, Sonnet 5.5, Haiku 5.5
Careful reading of long documents; explains its reasoning
Gemini
Gemini 4 Argon (paid plans)
The natural pick for Google Workspace firms
M365 Copilot
GPT-6.1 Sol and Claude Sonnet 5.5
Built into Excel; data stays inside your M365 permissions
Grok
Grok 4.5 in the apps
Fast, cheap entry, live news; least proven with accounting firms
Sources: vendor pages checked Oct 20, 2026. These change monthly.
What it costs · US list prices
Free, individual, and business tiers
Tool
Free
Individual / month
Business / user / month
ChatGPT
Yes, with ads in the US
Go $8 · Plus $20
Business $25 ($20 annual)
Claude
Yes, usage resets every 5 hours
Pro $20
Team $25 ($20 annual)
Gemini
Yes, Google account needed
AI Pro $19.99
Workspace Business Standard $14
Microsoft
Copilot Chat in eligible M365 plans
M365 Premium $19.99
M365 Copilot Business $18 (annual), Enterprise $30
Grok
Yes, limited use
X Plus $8 · Premium $30
Teams from $30
Sources: vendor pricing pages checked Oct 20, 2026. Re-check before buying.
As of October 20, 2026
Safe use
Free tools learn from your chats by default
Tool
Consumer default
Where to turn it off
ChatGPT
Used for training
Settings › Data controls › “Improve the model for everyone”
Claude
Your choice, listed as opt-out
Settings › Privacy
Gemini
Keep Activity on (18+)
Settings & help › Activity
Grok
May be used
Settings › Data Controls › “Improve the Model”
Business tiers (ChatGPT Business, Claude Team, Google Workspace, Microsoft 365 Copilot, Grok Business) say they don’t train on your data.
Sources: each vendor’s privacy help pages, checked Oct 20, 2026
Watch · About 2 minutes, then 1 minute of checking
Where the prompt goes
Why watch
On a free account, what you type can be stored and used to train the model.
Watch for
The difference between a personal free tier and a business tenant.
The rule
Free tiers often learn from your chats. Business tiers are supposed to keep the data in your tenant.
ImpactMe.AI · Practical AI for Accounting Teams
If your firm requires it
Which Copilot do you have?
What you see
What you get
M365 Copilot (Premium)
Full Copilot in Excel, Word, Outlook, and Teams
M365 Copilot (Basic)
Standard access in the apps
Copilot Chat (Basic)
Web chat and Outlook only
A personal account
Consumer Copilot, with different privacy rules
Check: go to m365.cloud.microsoft and look at the label at the bottom of the Home page.
Sources: Microsoft support pages, checked Oct 25, 2026
Where this is heading
2026: AI that works while you don’t
Jan–Feb
Open-source personal agents go viral: OpenClaw, Hermes Agent
Aug
Grok Bot (Aug 11) · Claude in Chrome for all paid plans · OpenAI folds its Atlas browser into ChatGPT
Sep 8
Meta Muse: Meta’s personal agent (US)
Sep 29
OpenAI Dots: always-on agents in ChatGPT
Oct 21
Claude Duet: proactive agent that asks before it acts
Sources: vendor announcements and tech press, checked Oct 25, 2026
Stop chasing headlines
Evaluate any new tool in five minutes
Keep three test tasks, like these
  1. “Explain to a PM why Job 1042 shows $38,000 overbilled.”
  2. “Write an Excel formula that puts each invoice in a 30, 60, 90, or 90+ day bucket.”
  3. “Draft a polite follow-up to a GC about retainage that’s 60 days late.”
Score each answer
  • Accurate?
  • Right tone for the reader?
  • Admitted what it didn’t know?
  • Asked a smart question?
The landscape changes monthly. Your three test tasks don’t.
ImpactMe.AI · Practical AI for Accounting Teams
The side-by-side challenge
Hands-on · 15 min
Same prompt, three tools
“A project manager asks why Job 1042 shows $38,000 overbilled on our WIP schedule. Explain what overbilling means and what usually causes it, in plain language, under 120 words.”
Accurate?
Clear for a PM?
Made assumptions?
Asked you anything?
ImpactMe.AI · Practical AI for Accounting Teams
Debrief
The differences are the lesson.
Different answers, different strengths. None of them was “the AI.” You just learned more about choosing tools than any comparison chart can teach.
Section 03 · 11:00
Working with AI, not just asking it
Treat the first answer as a draft.
A different habit
Asking vs. working with
Search engine habit
  • Short question
  • Take the first answer
  • Move on
Working habit
  • Give context
  • Read critically
  • Push back
  • Refine
ImpactMe.AI · Practical AI for Accounting Teams
Good news
You don’t need to be a prompt engineer.
Not long ago, “prompt engineer” was a job title. Today’s tools are good enough that you mostly need to explain what you’re trying to do, the way you’d brief a capable new coworker.
The fishing
Role · Context · Task · Format · Check
Part
What to give it
Role
Who it should act as: “an experienced construction accountant”
Context
The situation and the audience
Task
Exactly what you want done
Format
Table, bullets, email, word count
Check
“List your assumptions. If something’s unclear, don’t guess. Flag it.”
ImpactMe.AI · Practical AI for Accounting Teams
Same request, two ways
Weak vs. strong
Weak
“Write an email about retainage.”
Strong
“You’re an experienced construction accountant. A general contractor is 60 days late releasing our 10% retainage on a job we finished in July. Write a firm but friendly email to their AP manager asking for a release date. Under 150 words. Tell me what you assumed about our contract.”
ImpactMe.AI · Practical AI for Accounting Teams
The first answer is a draft
Iterate: four follow-ups that work
“What did you assume?”
“Make it shorter and more direct.”
“Critique this as a skeptical auditor would.”
“What would make this wrong?”
ImpactMe.AI · Practical AI for Accounting Teams
Not sure what to say?
Let the AI interview you
“I need to [goal]. Ask me questions one at a time until you have what you need, then do it.”
Great for beginners and for messy jobs. The tool asks for the context you’d have forgotten to give.
ImpactMe.AI · Practical AI for Accounting Teams
Talk instead of type
Ramble the messy version. Let the AI organize it.
Voice input works on your phone and laptop. It’s the fastest way to get context out of your head.
Never a bad idea
Get a second opinion from another AI
“ChatGPT drafted this variance memo for our controller. I’m not fully confident in it. Check every number against the attached sheet, flag anything it invented, and add anything it missed.”
Then take the feedback back to the first tool: “Claude reviewed this. Here’s what it found.”
Two AIs can agree on the same mistake. You’re still the final check.
ImpactMe.AI · Practical AI for Accounting Teams
Sorting your work
The three bins
Great at
  • Drafting emails and memos
  • Explaining a formula
  • Summarizing a long document
  • First-draft SOPs
With a human check
  • Variance commentary
  • Building formulas
  • Data cleanup logic
  • Reconciliation match suggestions
Never alone
  • Final numbers
  • Tax or compliance positions
  • Anything sent to a client unreviewed
  • Confidential data in an unapproved tool
Legal, tax, and critical decisions: AI is great for general explanations and for preparing better questions for your professional. The decision stays with a qualified human.
ImpactMe.AI · Practical AI for Accounting Teams
Your turn
Hands-on · 15 min
Rebuild a weak prompt
Start here
“Summarize this aging report.”
Steps
  1. Rebuild it with Role, Context, Task, Format, Check
  2. Run the weak one and yours
  3. Compare: which would you send to your controller?
ImpactMe.AI · Practical AI for Accounting Teams
Lunch at the hotel · back at 12:25
Enjoy lunch.
Optional lunch experiment
Snap a photo of your plate and ask: “Roughly how many calories is this? Give me a range, and tell me how sure you are.”
Rather skip calories? Try “What’s in this dish, and what would it cost to make at home?”
Section 04 · 12:25
AI + Excel lab
Let AI do the thinking work. Let Excel do the math.
Two ways in
How AI meets Excel
Inside Excel
Copilot and add-ins
Copilot in Excel, plus add-ins from ChatGPT (works on Free), Claude (paid), and Grok. Gemini works in Google Sheets on paid plans.
Beside Excel · today
Any chat tool
Paste data or upload the file. Get back formulas, steps, cleaned data, or an explanation.
We’ll mostly work beside Excel today, because everyone can do it with a free account.
ImpactMe.AI · Practical AI for Accounting Teams
For Copilot users
Copilot in Excel: start in Plan mode
Three modes
  • Allow editing: it changes the sheet
  • Plan: it proposes, you approve
  • Chat only: it explains
Before you trust it
  • Work on a copy
  • It reads formulas, not just values
  • Tie out every total in Excel
Needs an .xlsx file with calculation set to Automatic. Saving to OneDrive with AutoSave on is safest.
Sources: Microsoft, “Get started with Copilot in Excel” and the Copilot in Excel FAQ, checked Oct 25, 2026
Use both kinds of tools
AI decides. Excel computes.
AI: different answer each time
  • Reads messy data
  • Plans the steps
  • Writes the formula
  • Explains the result
Excel: same answer every time
  • Runs the formula
  • Totals and ties out
  • Checks the balance
  • Gives you the number
Ask for numbers that are calculated, not asserted: “Give me the formula, not just the answer.”
ImpactMe.AI · Practical AI for Accounting Teams
Watch · About 3 minutes
A formula, or just a number?
Why watch
Watch Copilot work inside a spreadsheet, and notice which kind of answer it gives.
Watch for
A formula you can open and inspect, versus a raw number with no math behind it.
The rule
AI decides. Excel computes. If it will not show the formula, do not take the number.
ImpactMe.AI · Practical AI for Accounting Teams
The verify rule
Every number AI touches gets a deterministic check.
Totals tie out
Row counts match before and after
Recompute one row by hand
Compare to the source
Exercise 01
Hands-on · 20 min
Clean up a messy job-cost export
Steps
  1. Open 01_Messy_GL_Export.xlsx · Directions
  2. Ask the AI for a cleanup plan first
  3. Then ask for formulas or steps
  4. Fix dates, job numbers, text amounts, duplicates
Verify
Total of the amount column before and after. Row count before and after. Do they explain each other?
ImpactMe.AI · Practical AI for Accounting Teams
Exercise 02
Hands-on · 20 min
Pivot planning on AR aging
The question: “Which customers are slow pays, and how much retainage is tied up?”
Steps
  1. Open 04_AR_Aging.xlsx · Directions
  2. Ask: which summary view answers the question?
  3. What should rows, columns, and values be?
  4. Build it
Verify
The pivot’s grand total equals the open AR total in the detail.
ImpactMe.AI · Practical AI for Accounting Teams
Exercise 03
Hands-on · 20 min
Explain the WIP schedule. Catch the error.
Steps
  1. Open 05_WIP_Schedule.xlsx · Directions
  2. Ask the AI to explain each column and the over/under billing logic
  3. One formula is wrong. Did the AI catch it?
  4. Did you?
The point
Not whether the AI finds it. Whether you checked.
ImpactMe.AI · Practical AI for Accounting Teams
Lab debrief · 15 min
What did the AI get right?
What did it get wrong?
How did you catch it?
Which tool did best on which task?
Section 05 · 1:35
From doing the work to reviewing the work
Automate the repeatable. Augment the judgment.
The shift every person in this room will make
Today
Doing the work
Keying, matching, formatting, chasing
Next
Reviewing the work
Checking, judging, explaining, deciding
Accountants are buried in detail. AI is very good at detail. Your value moves to knowing what the answer should be.
Watch · 8:34 to 11:00
Nobody reads every line
The problem
When the tool produces most of the work, reading every line just moves the bottleneck from writing to reading.
500 years of this
Double-entry does not depend on a human reading every entry. Debits and credits check each other. You design the check.
Two rules
An agent’s approval is not a human’s approval. Whoever ran the prompt is on the hook.
ImpactMe.AI · Practical AI for Accounting Teams
The running joke
The life of a report in 2026
We get a spreadsheet
AI turns it into reports
AI writes a 10-page case study
The team has AI summarize it
Funny, and actually fine. The detail is still there when it matters. You can ask about it the moment it becomes relevant.
ImpactMe.AI · Practical AI for Accounting Teams
What your software vendors promise
“Automate your month-end close”
In your systems today
QuickBooks: AI categorizes, imports PDF statements for review, and offers automatic reconciliation on Plus and above
Viewpoint: a help assistant, not yet working on your data
Foundation: A/P automation now; more AI on the roadmap
Questions to ask
  • Which steps does it actually do?
  • What does it flag for a human?
  • Can I see and undo what it posted?
  • Who signs off?
Bookkeepers’ verdict so far: trust, but verify, especially when closing the books.
Sources: Intuit, Trimble, and Foundation product pages; independent reviews; checked Oct 25, 2026
Before you automate anything
How does your data get in?
Connected
Bank feeds and integrations flow in on their own. Easiest to automate.
Exported
CSV or Excel downloads you move by hand. AI can clean and map them.
Documents
PDF statements, invoices, emails. AI can now read these directly.
Ask yourself: Which one of my weekly tasks starts with a download, a copy-paste, or a PDF? That’s your first automation candidate.
ImpactMe.AI · Practical AI for Accounting Teams
Live demo
5 min
Upload the bank statement. Get the differences flagged.
The demo
  1. Upload the PDF statement and the book cash ledger
  2. Ask it to match items and flag every difference
  3. Check: opening + in − out = closing
The trap
Two $20 charges, same vendor, same day. One is office supplies, one is job materials. AI can match the amounts. It can’t know the intent.
Files: Bank statement and Book ledger (fictional data)
Can client emails be automated?
Yes. Pick your rung on the control ladder.
1 · Suggests
Ideas you write up yourself
2 · Drafts
You edit and send
3 · Acts after you approve
One click to send, pay, or file
4 · Acts on its own
No human in the loop
Most firms should stop at rung 2 or 3. Even Anthropic’s new Claude Duet asks before it sends, pays, signs, or deletes.
ImpactMe.AI · Practical AI for Accounting Teams
Watch · About 2 minutes
Someone still presses send
Why watch
An agent can suggest, draft, or act. The difference is who approves.
Watch for
Where the human checkpoint is, before anything goes out.
The rule
Do not hand over send, pay, sign, or delete. Most firms stop at draft, or at one human click.
ImpactMe.AI · Practical AI for Accounting Teams
Back at the office
Safe use
Working with real data
Replace names
Clients, employees, vendors become Customer A, Employee 1.
Drop identifiers
No account, routing, or tax ID numbers. Ever.
Round if you can
If precision isn’t needed for the task, don’t share it.
Anything confidential goes only in the business tool your firm has approved.
ImpactMe.AI · Practical AI for Accounting Teams
Your turn
Hands-on · 10 min
Audit your own week
Talk through a normal week for two minutes (voice works great). Then: “Turn that into a table: task, how often, hours per week, and whether to automate, augment, or keep human, and why.”
Automate
Repeatable and rule-based
Augment
AI drafts, you decide
Keep human
Judgment and relationships
ImpactMe.AI · Practical AI for Accounting Teams
Stop re-explaining yourself
Organize your AI work
Projects
Your standing context in one place: role, formats, reference files. ChatGPT Projects; Claude projects.
Saved instructions
Rules the tool applies every time. Gemini’s Skills replaced Gems on Sep 30.
Memory
Convenient, but it can remember wrong things too. Review what it keeps.
ImpactMe.AI · Practical AI for Accounting Teams
Build it
Hands-on · 20 min
40 emails about the same 5 things
1
Make a project. Add the reference sheet: deadlines, fees, documents.
2
Paste the starter instructions.
3
Run the sample emails, easy first.
4
Then the hard ones. Find the weak spots.
ImpactMe.AI · Practical AI for Accounting Teams
Don’t fix the draft. Fix the rules.
Teach it your rhythm
“Too short. This client wants detail, and they always worry about cash flow timing.”
“Always put the deadline or amount in the first line.”
“Any question about fees over $500 comes to me first.”
“Never promise a payment date. Say when it’s scheduled.”
Test it
Start easy. Push to the edge cases. Find the weak spots. Refine. Repeat.
ImpactMe.AI · Practical AI for Accounting Teams
Section 06 · 2:30
The workforce and what stays human
Your name is on the work, not the AI’s.
How will AI change your job?
Hands-on · 10 min
Ask it. Then push back.
Step 1
Paste a generic version of your job description, or use these sample job descriptions. Ask which tasks AI could help with, and how much.
Step 2
“What are you overestimating? What still needs a person, and why?”
Tasks change before jobs do. The person who knows what the answer should be becomes more valuable, not less.
ImpactMe.AI · Practical AI for Accounting Teams
The gap nobody talks about
An AI that can do a task is not a process you can trust.
The last 20% is 80% of the work.
Automate a bad process and you get a faster bad process.
The reviewer needs enough expertise to spot a failure.
What stays human
Knowing what it should be
Not just what the AI did, but what it should have done.
The sniff test
Does this pass? Would I sign it?
Communication
Explaining the numbers to people who need to act on them.
Relationships
People still want a person they can ask. I do. You do.
Your name is on the work, not the AI’s.
For your team
Rolling AI out without overwhelming anyone
Start small
Pick 2 to 3 use cases
Champion
Name one person who helps others
Policy
One page: approved tools, data rules
Check in
At 30, 60, and 90 days
Be honest
Talk about fear openly
ImpactMe.AI · Practical AI for Accounting Teams
Prove it
Is it actually worth the time?
Measure
How
Baseline
Time one recurring task before you use AI on it
After
Time it again, review time included
Rework
Count corrections and errors caught in review
Adoption
Who is actually using it, and for what
A monthly scorecard template is in your take-home kit.
ImpactMe.AI · Practical AI for Accounting Teams
This morning you told us what you wish AI could do
So we built one.
[The wish] · [what it does] · [how long it took to build]
Build the habit
Your next 30 days
Week 1
One email or memo a day
Week 2
One formula or cleanup, verified
Week 3
One recurring report
Week 4
Write one SOP. Measure the time saved.
ImpactMe.AI · Practical AI for Accounting Teams
Section 07 · 3:10
Extension
Going further
Anomalies, code splits, and custom tools.
Module A
Hands-on · 15 min
Extension
Make the anomalies visible
Don’t ask AI to find the problems. Ask it to build the checks: “Write Excel formulas or conditional formatting that flag anything unusual in this sheet, and tell me what each check catches.”
Duplicates
Same vendor, same amount
Suspiciously round numbers
Weekend postings
Sign flips
Unmapped codes
Use any of the workbooks from this afternoon. A reliable one: 01_Messy_GL_Export.xlsx
Module B
Hands-on · 20 min
Extension
One code becomes two
“Wire and Cable” is splitting into Copper and Aluminum. Recode the items and the open transactions. File: 06_Code_Split.xlsx · Directions
AI helps
  • Propose the mapping rules
  • Build the mapping table
  • Write the XLOOKUP
You check
  • Same row count, same total dollars
  • No item unmapped, none mapped twice
  • Ambiguous items flagged, not guessed
ImpactMe.AI · Practical AI for Accounting Teams
Module C · Demo
Extension
AI can build tools for your own workflow
Email to order
“Need about 40 of the 3/4 EMT, same as last time…” becomes clean order rows, with the vague parts flagged. Open the demo file.
Your own calculator
A retainage release or labor burden calculator, built in a chat in minutes.
If you do it every week, it might deserve its own tool.
ImpactMe.AI · Practical AI for Accounting Teams
Module C · Just for fun
Extension
Your manager asks you to plan the finance team’s Halloween party.
You could just send an email.
Or you could send a flyer, and be a little bit cooler.
Module C · A weekly rhythm
Extension
Meeting notes that run themselves
Meeting
Transcribed into action items, saved in the same spot
Tuesday
Notes reviewed
Wednesday
Reminder emails go out
Friday
Follow-ups, if needed
Monday
Next agenda built from the thread
Each step is drafted by AI and approved by a person. Rung 3 on the control ladder.
ImpactMe.AI · Practical AI for Accounting Teams
Open lab · until 5:00
Extension
Pick one and dig in.
Full bank rec
Statement · Ledger
Variance commentary
Budget workbook
Write an SOP by talking
Bring your own task
Copilot clinic with Adam
Take it with you
Your take-home kit
Prompt library for accounting work
Thinking Like AI cheat sheet
Safe Use traffic light
Measuring adoption and rollout guide
30-day practice plan
impactme.ai/NECA
ImpactMe.AI · Practical AI for Accounting Teams
ImpactMe.AI logo
Thank you
Prompts are the fish. Thinking like AI is the fishing.
Adam Murphy · adam@impactme.ai · (509) 508-0804 · impactme.ai