Excel Gets AI, FP&A Pros Under Threat, QBO AI Feeds Blowback

Are AI bank feeds helping—or just creating more work? Blake and David unpack Intuit’s missteps, why “use AI to make the rules” matters, and how a no‑code agent now posts multi‑line bills to Xero. They demo Excel’s new "copilot()" function, share how FP&A roles are shifting, and hit headlines from Barstool’s lawsuit to tariffs and Gusto’s Guideline deal. You’ll leave with practical ways to deploy AI, avoid hidden risks, and boost margins.

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Chapters

• (00:43) - Planning with AI
• (02:03) - The Threat of AI to Consultants
• (04:41) - AI in QuickBooks: A Double-Edged Sword
• (06:19) - AI's Limitations and Future in Accounting
• (27:02) - Excel's New AI Copilot
• (28:22) - Introducing the Copilot Function in Excel
• (33:50) - AI in the Workplace: Challenges and Opportunities
• (37:44) - Barstool Sports vs. Omega Accounting Solutions
• (41:29) - New Tariff Policies and Their Impact
• (53:45) - Gusto Acquires Guideline for Retirement Services
• (54:26) - Conclusion and CPE Information

 

Show Notes

Bring AI to your formulas with the COPILOT function in Excel
https://techcommunity.microsoft.com/blog/microsoft365insiderblog/bring-ai-to-your-formulas-with-the-copilot-function-in-excel/4443487

FP&A pros anticipate AI-driven headcount reductions
https://www.accountingtoday.com/news/fp-a-pros-anticipate-ai-driven-headcount-reductions

President Trump Ends Unfair "De Minimis" Tariff Exemption, A Major Victory in Securing the Homeland https://www.dhs.gov/news/2025/07/31/president-trump-ends-unfair-de-minimis-tariff-exemption-major-victory-securing

Fact Sheet: President Donald J. Trump is Protecting the United States' National Security and Economy by Suspending the De Minimis Exemption for Commercial Shipments Globally
https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-is-protecting-the-united-states-national-security-and-economy-by-suspending-the-de-minimis-exemption-for-commercial-shipments-globally/

Barstool Sports Sues Accounting Firm Over Unpaid Advertising Bills
https://www.sportico.com/law/analysis/2025/barstool-omega-accounting-solutions-advertising-lawsuit-1234868719/

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page