In this episode of the Earley AI Podcast, host Seth Earley welcomes two insightful guests from Anders, a top 100 CPA firm: David Hartley and Dave Blatt. David Hartley is a seasoned CPA with a profound understanding of the synergy between finance and technology. He advocates for how AI can enhance traditional accounting roles rather than replace them. Dave Blatt brings a wealth of knowledge in AI automation and analytics, focusing on empowering mid-sized companies to harness AI for competing with larger players.

Join us as we dive into the world of AI applications in the finance, accounting, and mid-market operations sectors. Our guests dispel common myths and fears surrounding AI, exploring how small and medium-sized enterprises can practically and effectively adopt AI technologies to drive transformation and growth.

Key Takeaways:

• Demystifying AI: Understanding AI in the context of mid-market companies and addressing misconceptions around AI replacing human jobs.
• AI for Mid-Sized Enterprises:** How AI is accessible and beneficial for mid-sized businesses, allowing them to compete with larger organizations.
• Impact on Accounting: Enhancing traditional accounting roles through AI and freeing up time for more value-added activities.
• Implementation Strategies: Best practices for implementing AI in mid-sized companies, focusing on education, small projects, and quick wins.
• Real-World Applications: Case studies in industries like construction and manufacturing, where AI has improved efficiency and productivity.
• Communication and Trust: The importance of communication and building trust among team members to ensure successful AI adoption.

Quote of the Show: "Start small and not make it so daunting... get some quick wins that will be a catalyst to doing more projects and bigger efforts." - Dave Blatt

Links:

LinkedIn: https://www.linkedin.com/in/davehartley/

LinkedIn: https://www.linkedin.com/in/daveblatt/

Website: https://anderscpa.com

Article: AI Adoption Is Not as Hard as You Think – Start Now or Fall Behind

Thanks to our sponsors:

• VKTR
• Earley Information Science
• AI Powered Enterprise Book

In this episode of the Earley AI Podcast, we welcome guest, Jack Lampka, an accomplished advisor and speaker with over 27 years of experience in corporate roles within the tech and pharma sectors. Now based in Munich, Germany, Jack specializes in enhancing data storytelling and cultivating a product mindset among technical employees. His extensive career journey includes living and working in countries like Poland and the United States.

Key Takeaways from this Episode:

• The importance of a product mindset for technical teams when developing AI solutions.
• Understanding the misconceptions and realistic expectations for AI and generative AI in businesses.
• How to successfully sell AI solutions internally by focusing on business needs and creating a comprehensive product marketing plan.
• The role of data storytelling in bridging the gap between technical and non-technical users.
• Insights into the hype surrounding Agentic AI and its relevance to current business applications.

Thanks to our sponsors:

• VKTR
• Earley Information Science
• AI Powered Enterprise Book

Join Seth Earley on Earley AI Podcasts as he welcomes Adam Honig, a pioneering force in the field of customer relationship management (CRM). As the founder of Spiro AI, Adam challenges the conventional need for CRM systems by offering an innovative AI-driven alternative. With a rich history of building one of the largest Salesforce consulting partners—eventually acquired by Accenture—Adam’s insights blend tradition with transformative technology, sparking discussions about the evolving landscape of CRM.

Key Takeaways:

• Revolutionizing CRM: Understand Adam's perspective on why traditional CRM systems are antiquated and how Spiro’s AI-driven approach offers a modern solution.
• Automated Data Capture: Learn how Spiro AI automates the tedious process of data entry and offers real-time insights for sales teams without manual input.
• Industry-Specific Challenges: Explore the unique hurdles faced by manufacturing and distribution sectors in adopting CRM and AI technologies.
• AI Implementation: Discover practical implementations of AI, including order entry automation, in revolutionizing traditional business models.
• Future of Work: Delve into a candid discussion on how AI could lead to significant job displacement, and the broader economic implications.
• Roadmap of Innovation: Get a sneak peek into future developments, including autonomous AI agents and enhanced integration with product data.

Quote from the show:

"Salespeople didn't go into sales to enter data. They want to meet with customers. They want to be where the action is, and they need the software to just get out of their way." – Adam Honig

Links:
LinkedIn: https://www.linkedin.com/in/adamhonig/

Website: https://spiro.ai

X: https://x.com/adamhonig

Thanks to our sponsors:

• VKTR
• Earley Information Science
• AI Powered Enterprise Book