QuickBooks + AI
The hour
Sixty minutes, plain English
Bring your questions. Here is how the hour runs.
12:00
Welcome
Who is in the room, and what you want your numbers to tell you.
12:05
The five stages of effective AI prompting
How to ask AI a question so it answers for your business, not for everyone's.
12:13
From QuickBooks data to business intelligence
What is already sitting in your books, and the sales questions it can answer.
12:20
Live dashboard demonstration
Dan builds the dashboard on screen from sample QuickBooks data.
12:38
The PRISM AI Business Advisor
A look at how PRISM puts this to work inside a business.
12:48
Your questions and getting started
Open questions, and the first step to try on your own numbers.
12:55
Next steps
How to get help setting this up for your business, if you want it.
12:58
A musical send-off
We close with a song made with AI.