AutomationTown

An Automation and AI Community For Accountants

Currently 300+ Members

Who's Invited?

Accounting Industry Professionals

Bookkeepers

Payroll

Tax

Operations/Tech

Firm Owners

CFOs

Students

Auditors

Firm Admins

Who's Not Invited? Anyone Representing an App

This is a safe space for genuine discussion, not sales

Join risk-free for 60 days.

If you don’t save at least an hour per month using the knowledge and support from experts and peers, we’ll give you a full refund.

Why Join?

  • Live Learning Sessions

  • Free Tech Support

  • See What Others Are Building

  • Access to Automation Agencies

  • Interviews with Apps

  • Discuss Industry News

Wasn't This A Podcast?

Yeah...we had a lot of fun with it for 3 seasons.Although we're not ruling out a new season, Gil stills wants to help out, the feud with Manualsberg lives on and Jake McCringleberry is still out to sabotage our automations [corny homage to the pod].

Launch Event Recordings

All Videos Available To Watch Now

Isaac Perdomo

Isaac from Opzer will run through some common integrations he's built for accounting firms using QBO, ClickUp, Looker Studio and more.

Olivia Look

Olivia from The Automated Agency covers the process of automating your processes, including real-world use cases for automation and AI in accounting firms, and a live build session for an AI-enabled client onboarding sequence.

Kyle Turriff

Tools exist for collecting client data, but what if you want to start small or have custom needs? Kyle will build out a tax organizer showing what's possible for document requests and processing.

Korey Cournoyer

Adding AI to some of your automations unlocks a ton of options. This session will showcase what Strms has built for their customers.

Wesley Hartman

Work with desktop tax software? This session will show examples of what Wes is building for larger firms. He's a computer scientist by trade, so buckle up!

Brian Clare

Use Notion? Brian is going to take you through the technology, automations and structure of FirmOS, his Notion Template for Accounting Firms.

Daniel Fonseca

This showcases a sales and leads application using Make.com. The system integrates Airtable, OpenAI/ChatGPT, Calendly, and Zoom to track leads, gather public data with AI, generate unique questions, and identify pain points.

Shane Young

A well-known Power Apps and Power Automate expert (165K subscribers, 22M views and 500+ videos) discusses Power Apps, Power Automate, and Copilot in an introductory level session and offers access to his free 5.5hr Microsoft Automation course.

Ready To Join?

The Next 100 People Pay US$39/mth Forever

Incredibly thankful to the first 50 people who filled the initial promo spots in under 3hrs

Who's Behind This?

Chad Davis, CPA

  • Co-Founder of LiveCA LLP

  • One of the first virtual CPA firms in Canada

  • Received a few awards for innovation in the accounting space

  • Lives in an RV with his family, splits time between Canada/USA.