The Firmlever Weekly Roundup: Issue #26

The Highlights

1. Introducing AI Expense Categorization in Google Sheets: This is a new AI template I built using Google Sheet's new AI function to automatically categorize expenses. It's not perfect but you can play with it to make more accurate and who knows--maybe save a few bucks on that expensive Bill.com subscription. I updated the template adding 20+ different categories and you can grab the sheet here for free.
   

   

2. Welcome to the Buy Now, Pay Later Economy: A side-by-side cost comparison of the top 5 BNPL options for clients assuming a $10K invoice example. Here's a quick summary--for the full comparison go here:

   

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What Else I'm Tracking This Week:

1. New AI Agents for crypto accounting bookkeeping: Entendre Finance launched a series of AI agents starting with the Treasury Agent:

2. Tipalti unveiled its AI Report Builder, enabling finance teams to generate customized reports and access insights instantly via simple prompts. Just type a natural language prompt—like “unapproved purchase requests” or “unpaid invoices”—and get the data you need in seconds.
   

   

3. Podcast Invite: The next round of scheduling is now open for guests on my new podcast, Pitch Your Firm. (Apply Here):

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