Dan DeLongHost
Tyler OttoGuestMichael FulbrightGuestSharrin FullerHost
So in this space of why, what we're talking about here is that AI bookkeeping is having a real moment here, right? And it's becoming too cumbersome to do things manually.

And AI is what it is right now, right? So in the landscape of of AI and technology, it really boils down to the AI within the accounting space can be in one of three places, either a general AI where it's completely outside of QuickBooks, internal to whatever tool that you happen to be using, QuickBooks Zero, they all have their own branded versions.

And then there's kind of this bridge between the two, a purpose-built AI that kind of sits between.

And that's where Acroot and Double are sitting and living right now, is that they bridge the gap between doing things completely outside of AI, or outside of QuickBooks or your ledger system, or doing things completely inside of your your tool of choice so tyler if you could kind of talk about your journey an introduction to to double and how you're finding that this space is being filled But within the last six months, right? Like,

So when again, I started my firm in 2021 and originally it was like, I got to find a way to delegate, manage tasks, make sure stuff's getting done.

And I was feeling the FOMO of tools that were custom built for the accounting industry.

And eventually, as I said earlier, talking with Ben Stein, the CEO, month after month of it needs to do this, it needs to do this.

Eventually, it got to a point where it's like, I don't want to reinvent the wheel in an industry agnostic platform when it can be so much better.

And I think today's conversation is going to be weird because what was Keeper now Double.

But you guys have all seen it since January, since February, like this year has been absurd in AI tools coming out to assist us.

And Double really is almost two products now because like they're taking their practice management system and layering in these new AI tools, much like what a crew is building.

We aren't even talking about things like Ramp Stack or Fin Optimal and they're Oh my gosh, what's their new product? I already forgot.

And so the landscape is changing quickly of how do we modify our old practices to quickly keep up with these new tools.

And that's where we're at right now is how do you leverage all the tech that's coming out?

And Michael, you had an interesting introduction into this where A lot of times practitioners will go a certain way for a certain period of time, but then realize, oh, I'm underwater.

So in this space of why, what we're talking about here is that AI bookkeeping is having a real moment here, right? And it's becoming too cumbersome to do things manually.

And AI is what it is right now, right? So in the landscape of of AI and technology, it really boils down to the AI within the accounting space can be in one of three places, either a general AI where it's completely outside of QuickBooks, internal to whatever tool that you happen to be using, QuickBooks Zero, they all have their own branded versions.

And then there's kind of this bridge between the two, a purpose-built AI that kind of sits between.

And that's where Acroot and Double are sitting and living right now, is that they bridge the gap between doing things completely outside of AI, or outside of QuickBooks or your ledger system, or doing things completely inside of your your tool of choice so tyler if you could kind of talk about your journey an introduction to to double and how you're finding that this space is being filled But within the last six months, right? Like,

So when again, I started my firm in 2021 and originally it was like, I got to find a way to delegate, manage tasks, make sure stuff's getting done.

And I was feeling the FOMO of tools that were custom built for the accounting industry.

And eventually, as I said earlier, talking with Ben Stein, the CEO, month after month of it needs to do this, it needs to do this.

Eventually, it got to a point where it's like, I don't want to reinvent the wheel in an industry agnostic platform when it can be so much better.

And I think today's conversation is going to be weird because what was Keeper now Double.

But you guys have all seen it since January, since February, like this year has been absurd in AI tools coming out to assist us.

And Double really is almost two products now because like they're taking their practice management system and layering in these new AI tools, much like what a crew is building.

We aren't even talking about things like Ramp Stack or Fin Optimal and they're Oh my gosh, what's their new product? I already forgot.

And so the landscape is changing quickly of how do we modify our old practices to quickly keep up with these new tools.

And that's where we're at right now is how do you leverage all the tech that's coming out?

And Michael, you had an interesting introduction into this where A lot of times practitioners will go a certain way for a certain period of time, but then realize, oh, I'm underwater.
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