Practical AI in Accounting

May 13th, 2025

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11 AM EST

AI is quickly becoming an essential part of modern accounting, not just for automation, but for enhancing the way firms deliver value to their clients. From streamlining invoicing to surfacing insights for strategic planning, AI is helping accountants save time, improve accuracy, and shift their focus toward higher-impact work.

In this webinar, Jody Padar, The Radical CPA, joins the SysCloud team to break down how accounting professionals can start using AI in a way that’s practical, secure, and tailored to the tools they already rely on. You'll learn how to bring AI into your workflows without disrupting what’s already working—and why building an AI-ready firm starts with better data practices.

In this webinar, you’ll discover: 

How AI is already reshaping accounting workflows

Real examples of how firms are automating invoicing, categorization, and reporting using tools like QBO, Excel, and Gmail.

Small steps to get started with AI

How to begin experimenting with prompts, automation, and AI assistants—without needing a technical background or a new platform.

Keeping your data secure while adopting AI

Why secure, well-managed data is the foundation for any AI strategy—and how to ensure compliance as you scale.

Practical prompts you can start using today

From cash flow analysis to client education—see how CPAs are using AI to work faster and offer more value.

The evolving role of accountants in the AI era

How AI frees up professionals to focus on advisory services, firm growth, and strategic planning—without replacing the human element.

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Speakers

Jody Padar

Jody Padar

The Radical CPA

Srinivas Krishnaswamy

Srinivas Krishnaswamy

Author - Inbound Marketing in the Age of GPTs

Who should attend the webinar?

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MSP owners & marketers

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Sales leaders & revenue ops

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Marketing consultants in IT services

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Anyone looking to grow MSP leads in 2025