How tech and AI can help drive insights and value for your clients

The abundance of tech and AI tools available to accountants grows every day. When utilized effectively, these tools can significantly enhance client relationships. However, if chosen poorly, they can lead to increased workloads and distractions. Dive into this topic with our panel of experts as they unravel how tech and AI can help drive deeper insights for your clientele.We'll be delving deep into:

Current client expectations from their accounting partners in the tech era
Practical implementations of AI/Technology in client interactions
How to cut through the noise and find usable technology that can help clients

About the speakers

Zunie Nguyen

Founder, Yogi CPA

Michael Smith

SVP Systems & Implementations, LBMC W Squared

Audrey Carroll

Senior Manager, Accounting, Ramp

Blake Rudolph

Enterprise Channel Partner Manager, Ramp

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1. We calculate average savings as a percentage of an illustrative customer's total card spending when using Ramp features designed to reduce business expenses. Keep in mind that this percentage is an estimate, not a guarantee. Ramp delivers savings from more than just card spending; savings can also come from non-card expenses so we may factor decreases to non-card spending into our calculation. For example, savings may result from reduced time spent on manual expense tracking, the financial benefit of cash back or other rewards, smarter expense monitoring, and eliminating costs associated with alternative solutions. Our calculations are based on platform data, industry research, customer surveys, and info on alternative options. Your actual savings may vary.

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