Your Books Can Talk Now: Using AI for Business Finances

Your Books Can Talk Now

A practical seminar on using AI to actually understand your business finances.

If you have ever opened your accounting software, stared at it, and closed it again because you did not know what you were looking for, this seminar is for you.

AI can now connect directly to QuickBooks, Digits, and most modern bookkeeping platforms. You can ask questions in plain English and get real answers:

• Where did my money go last quarter?

• What is my margin trend?

• How much should I set aside for taxes this month?

• Anything weird in my transactions?

Most owners do not know this is possible yet. The ones who do are pulling ahead.

We will cover:

• How to set this up yourself, no developer required

• The five highest-value ways to use AI on your books every week

• Where AI is genuinely useful and where it will steer you wrong

• Whether AI can replace your bookkeeper, and the cases where you still want a human in the loop

• Why clean books are now a competitive advantage, not just a tax-time chore

Co-hosted with Bryce Wiggers, Sr Relationship Banker at Comerica Bank, who will share what bankers look for when you walk in capital-ready.

Light refreshments. Limited seating. Bring a notebook.

Presented by Richelle Delia, PhD, Founder of Wealth Axle.

Reserve your seat below.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Wealth Axle