{"id":7032320,"date":"2026-08-07T17:22:19","date_gmt":"2026-08-07T17:22:19","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/bookkeeping-with-ai-expert-accounting-services\/"},"modified":"2026-08-07T17:22:19","modified_gmt":"2026-08-07T17:22:19","slug":"bookkeeping-with-ai-expert-accounting-services","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=7032320","title":{"rendered":"Bookkeeping With AI \u2022 Expert Accounting Services"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div data-id=\"2a82388\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p>I was at the QB Connect event in Calgary this week.\u00a0 Not surprising, the hot topic was AI.\u00a0 As a finance professional coming from a tech background I went to all the AI presentations.<\/p>\n<p>One of the things I noticed as a bookkeeper is that much of the AI depends on having clean data already in the accounting software.\u00a0 Since a lot of work I do is in Catchup and Cleanup bookkeeping, I was very interested to find out how people were using AI to get the information INTO the bookkeeping software.<\/p>\n<p>Anyone who works in the rescue bookkeeping space knows how bad the information can be.\u00a0 Receipts are faded, sometimes written on, sometimes coffee stained, often times missing.\u00a0 You know, real life receipts from real customers.<\/p>\n<p>My mission was to find out from tech enabled service providers using AI, how they handled the imperfect data that we get from our clients.<\/p>\n<p>I heard stories about trying to use various tools like Claude to interpret receipts once scanned in.\u00a0 Machine produced perfect receipts are not a problem.\u00a0 Easy and fairly reasonable priced tools like HubDoc and Dext have existed for years that can handle this. Some of the accounting software providers are starting to include this feature right in the product.<\/p>\n<p>Where the solutions still need a \u2018real\u2019 bookkeeper is for those receipts that aren\u2019t perfect.\u00a0 Very complex AI systems still struggle with receipts that are crinkled, coffee stained, written or even contain a \u2018received\u2019 stamp.<\/p>\n<p>This is some areas where I see the tools struggle:<\/p>\n<ul>\n<li>A restaurant receipt with two different type of taxes (thank you British Columbia) and a tip.<\/li>\n<li>Border receipts from imported goods GST is randomly applied and sometimes the whole transaction.<\/li>\n<li>Receipts with a mix of taxable\/non taxable line items<\/li>\n<li>Receipts with handwritten notes.<\/li>\n<li>Missing receipts<\/li>\n<\/ul>\n<p>While these don\u2019t represent ALL receipts, they aren\u2019t unusual.<\/p>\n<p>And what was the solution I heard for the imperfect data?\u00a0 Yep, you guessed a real human person verifying and coding the information.<\/p>\n<p>A few more \u2018tech-enabled\u2019 firms are using tools like Claude to help \u2013 I am not sure yet about the security in using AI but I am not an expert in this space.\u00a0\u00a0<\/p>\n<p>So while it isn\u2019t 100% there yet, there are some \u2018secure\u2019 tools that can help do the heavy lifting.\u00a0 For the complex or unusual \u2013 you still need a competant bookkeeer.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>I was at the QB Connect event in Calgary this week.\u00a0 Not surprising, the hot topic was AI.\u00a0 As a finance professional coming from a tech background I went to all the AI presentations. One of the things I noticed as a bookkeeper is that much of the AI depends on having clean data already [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7032321,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11759],"tags":[12843,16794,4687,4834],"dealstore":[],"offerexpiration":[],"class_list":["post-7032320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","tag-accounting","tag-bookkeeping","tag-expert","tag-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Bookkeeping With AI \u2022 Expert Accounting Services - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=7032320\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bookkeeping With AI \u2022 Expert Accounting Services - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"I was at the QB Connect event in Calgary this week.\u00a0 Not surprising, the hot topic was AI.\u00a0 As a finance professional coming from a tech background I went to all the AI presentations. 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