232 | Using AI in Bookkeeping — The Ambitious Bookkeeper Podcast

AI is changing the bookkeeping game, but it's not replacing us anytime soon.

In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself.

In this episode you’ll hear:

How JAX works inside Xero
What security and data privacy measures are in place
How the auto bank reconciliation feature works
How JAX can look up vendor information from the web while you're coding transactions
How to use JAX to create invoices, pull up open invoices, and even build quotes

Resources mentioned in this episode:

Xero :https://xeroamericas.partnerlinks.io/79afz10exu7d
JAX Article: https://central.xero.com/s/article/About-Just-Ask-Xero-JAX-AU
Xero’s data commitment: https://www.xero.com/us/data/
Xero Playlist → https://www.youtube.com/playlist?list=PLvpVbZsrj-tXq1nN53z162JbTwGeH3GPf

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