what role will ai play for your clients?
by kayleigh padar
from success to significance: the radical cpa guide
kriti sharma, vice president of ai and bots at sage, said this in response to the bot called digit:
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“as an industry, we need to be more careful about that. it’s not just moving money from one account to another. the second point i would say is design. it’s a very important element of this. we see people sometimes like to have more control.
“like with ai, we can tailor the experience. you might be the kind of [accountant] who does not want the bot to ask [your customer], ‘do you want me to remind you?’ the accountant might be the kind of customer who does want … to ask the bot, ‘do it for me.’ the accountant could be the person who wants to do that final approval, yes or no, and we can tailor that experience for individual users. that is the power that we did not have with google apps, that functionality. but ai can be a personal assistant, which works wonderfully.”
sharma’s team also built pegg, the sage bot. it is fairly simple now with the accounting functions – it can record an income or expense – but it’s learning fast.
he commented, “we wanted to be the personal trainer for businesses. think of a personal trainer for your health and fitness that’s helping you do well. if your finances are not doing well, this is what you should and shouldn’t do, and it’s specific for you. we can create a financial assistant like that to help you modify those things.”
the vendors are all creating their own bots to be part of their accounting software. think about telling pegg (the sage bot) to make a journal entry for you instead of logging in to do it. we didn’t know how siri or alexa would change our lives, and now we will have the innovations in our accounting journals.