AI Flags Past-Due AR/AP Before You Call
Watch how AI-powered analysis in the Intuit Accountancy Suite surfaces exactly which customers need attention—with aging breakdowns, top accounts, and largest invoices—all in seconds and without navigating away. Lavesh shows you how to validate the data before taking action. See how this streamlines your AR workflow.
From the course “The AI-Powered QuickBooks Firm” (1 CPE credit, Accounting, Basic):
https://www.cpetoday.com/course/the-ai-powered-quickbooks-firm
Taught by Lavesh Chattlani — President at Scalene AI Inc. | AI Strategy, Enablement & Governance, Scalene AI Inc..
More from Lavesh Chattlani: https://www.cpetoday.com/instructor/lavesh-chattlani
Taught by Atiba Lewis — Founder | Principal Consultant | Finance Ops Automation (QBO/QBOA) | Integrations, Reporting & AI, ATL Workflow Automation Inc..
More from Atiba Lewis: https://www.cpetoday.com/instructor/atiba-lewis
CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/
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