232 | Using AI in Bookkeeping

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AI is changing the bookkeeping game, but it's not replacing us anytime soon.

In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself.

In this episode you’ll hear:

• How JAX works inside Xero
• What security and data privacy measures are in place
• How the auto bank reconciliation feature works
• How JAX can look up vendor information from the web while you're coding transactions
• How to use JAX to create invoices, pull up open invoices, and even build quotes

Resources mentioned in this episode:

• Xero :https://xeroamericas.partnerlinks.io/79afz10exu7d
• JAX Article: https://central.xero.com/s/article/About-Just-Ask-Xero-JAX-AU
• Xero’s data commitment: https://www.xero.com/us/data/
• Xero Playlist → https://www.youtube.com/playlist?list=PLvpVbZsrj-tXq1nN53z162JbTwGeH3GPf

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

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