Small Business Shared Interest Group

  • 1.  Where should small businesses start with AI?

    Posted 10-14-2025 12:31 AM
    Edited by Clécio Alder Castro 10-15-2025 03:00 AM

    Hello everyone!

    I'm Clécio.  I'm glad to be part of this group. 

    I've been working with small and mid-sized businesses for over 25 years, helping them strengthen accounting and financial management through process standardization and automation.

    I've seen that many small businesses are interested in Artificial Intelligence but struggle to know where to start - often because their accounting and financial procedures aren't yet standardized. Without consistent processes and reliable data, it becomes difficult to get meaningful results from AI.

    How has your organization approached this challenge?

    I'd love to hear your experiences and share ideas on how we can make AI adoption more practical and beneficial for small businesses and nonprofits.

    Warm regards,



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    Clécio Alder
    Accountant and Controller
    Manaus - AM
    Brazil
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  • 2.  RE: Where should small businesses start with AI?

    Posted 10-21-2025 01:00 PM

    Clecio,

    What a great question!  I am the owner of a small business based in the US.  My experience with getting started with AI is likely similar to other small businesses.  There are two main avenues I have used.  The first is the use of ChatGPT for what I will call creative tasks.  We started, like everyone else, with the basic questions like "Please write me a job description for xxxxx".  The use of Chat GPT has escalated to more complex things, like testing validity of assumptions.  As an example, "How much oil is lost in the popping of corn in an industrial popper?"  We don't use Chat GPT as a final answer on these types of things, but we find it to be a good check on the decisions we make.  

    Secondly, we are exploring the use of AI functions in the various software programs that we use.  As an example, Quickbooks has come out with new AI functionality.  Even though it often takes time up front to truly get to know the new features, we are taking the time!  We are finding that in the end, the features are actually becoming more precise and true time savers.  Another example would be Shopify.  We use Shopify for our online platform and point of sale in store.  In Shopify, you can use their AI to ask things like, "I need a report that provides the monthly sales by employee, show tip performance against those sales".  Believe it or not, it actually works!  I no longer have to try to develop reports manually and struggle with how to build them.

    In summary, I think the first step is to get used to AI, by using what is in front of you.  Then you can begin to explore more complex applications.

    I hope this helps and I wish you the best!    



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    Mary Baird CMA
    Chief Executive Officer
    Dublin OH
    United States
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  • 3.  RE: Where should small businesses start with AI?

    Posted 10-26-2025 03:19 AM

    Hi 

    This is a very interesting topic, on usage of AI in small businesses.

    But to think of this, AI or a software should be treated as infrastructure for business. For example living in a 5 Bedroom house or a 1 bedroom house, the basic functions of Water (supply & disposal), electricity should work efficiently.

    Yes , the scale of managing the consumption/supply could be different.

    With this in the background, the collection and submission of data to any of the AI tools like chat gpt or co-pilot  or watsonx  can help analyse data and provide analysis,

    The best part now is that most ERPs have AI embedded in the software which assists in analysis on data.

    Regards

    Eashwar



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    Eashwar Seshadri CMA
    Director/Manager
    IBM India Ltd
    Norristown PA
    United States
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  • 4.  RE: Where should small businesses start with AI?

    Posted 10-29-2025 10:06 AM

    Hi Mary,

    Thank you so much for sharing your experience - your examples are truly insightful! It's great to see how you're using AI both creatively and operationally, through Chat GPT and integrated tools like QuickBooks and Shopify.

    In my experience, the key to unlocking consistent results from AI at least in accounting and finance has been process standardization and clean data. Once the workflows are well defined, automation becomes much more reliable and scalable.

    I've been using AI in my business, mainly for automated reconciliations and KPI analysis, which has significantly reduced manual review time and improved data consistency for small businesses and nonprofits. 

    I really appreciate your contribution - it's inspiring to see real examples of how AI is making an impact at the small business level!

    Wishing you all the best



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    Clécio Alder
    Accountant
    Manaus
    Brazil
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  • 5.  RE: Where should small businesses start with AI?

    Posted 10-29-2025 10:06 AM

    Hi Mary,

    This is indeed a very interesting and insightful discussion - thank you for sharing your practical experience.

    I'm curious to know whether anyone has explored the presence and effectiveness of AI across accounting platforms such as QuickBooks, Xero, and Zoho Books. In particular, which of these solutions currently stands out in terms of AI-driven automation for capturing accounting transactions and performing reconciliations?

    Cheers!

    Abdul Kalam, CMA



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    Abdul Kalam Achi Chillimmal CMA
    Supervisor
    Fibrex
    Abu Dhabi
    United Arab Emirates
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