A 5-week cohort-based course teaching strategy and operations people to automate work with AI and No Code. Learn to build applications, automate workflows, and develop web platforms without writing code.
Kitchen Table Automations
Master Power Automate and AI tools like ChatGPT to streamline accounting and tax workflows while maintaining data security and professional compliance.
No paid plan
Free
About Kitchen Table Automations
Kitchen Table Automations is a specialized educational resource and newsletter designed to bridge the gap between complex automation technology and the daily operations of financial professionals. Created by Ashley Francis, a CPA with over two decades of experience in high-net-worth tax planning, the platform provides a steady stream of insights focused on Microsoft 365, Power Automate, and generative AI tools. Its primary goal is to demystify advanced technical concepts, making them approachable enough to be understood and implemented by practitioners without a formal background in software engineering or computer science. The service operates as a Substack-based publication, delivering regular tutorials, practical advice, and real-life success stories directly to subscribers' inboxes. It specifically explores how to leverage the Microsoft ecosystem—particularly Power Automate and BingAI—alongside ChatGPT to automate repetitive tasks. Content focuses on creating efficient workflows that respect the unique regulatory and privacy requirements of the financial sector. Subscribers receive tips on time-saving features that can be integrated into existing practices, moving from theoretical AI potential to functional, everyday automation that can be handled at a literal kitchen table. This tool is specifically tailored for tax, accounting, and personal finance professionals, ranging from solo practitioners to members of larger firms. It is particularly beneficial for those managing complex trust and estate planning or dealing with ultra-high-net-worth (UHNW) clients where data security and professional discretion are paramount. By focusing on the "kitchen table" level of accessibility, it serves as an essential guide for veterans in the industry who want to modernize their careers and practices but may feel overwhelmed by the rapid pace of AI development. What sets Kitchen Table Automations apart is its creator's dual expertise as both a seasoned CPA and a technology enthusiast. Unlike generic AI newsletters, this publication is written through the lens of professional accountability and compliance. It does not just showcase what technology can do; it explores what it should do within the context of professional standards. The emphasis on user-friendly, digestible tech solutions ensures that even the busiest professionals can find actionable ways to transform their practice without needing to become full-time developers.
Kitchen Table Automations pros & cons
Pros
- Authored by an experienced CPA with 23 years in high-net-worth tax planning.
- Specifically focuses on tools used in the accounting and tax industries.
- Prioritizes professional data security and regulatory compliance.
- Simplifies complex automation tasks into user-friendly instructions.
- Provides real-life success stories to demonstrate practical application.
Cons
- Highly specialized for finance, offering less value to professionals in other fields.
- Primarily focuses on the Microsoft ecosystem, which may not suit G-Suite users.
- Information is delivered as a newsletter rather than an interactive software tool.
Kitchen Table Automations use cases
- CPAs can use the tutorials to build automated workflows for repetitive data entry and document sorting using Power Automate.
- Tax professionals can learn to use ChatGPT for research and summarization while following data security best practices.
- Trust and estate planners can implement Microsoft 365 features to better organize complex family office documentation.
- Solo practitioners can modernize their practice's technology stack without hiring external technical consultants.
- Financial advisors can discover time-saving automation features to reduce administrative overhead and focus on client strategy.
Kitchen Table Automations features
- archive of time-saving tricks
- digestible tech tutorials
- substack community access
- real-life automation success stories
- data security and compliance insights
- chatgpt for finance professionals
- power automate step-by-step tips
- microsoft 365 workflow guides
Kitchen Table Automations pricing
Is Kitchen Table Automations free? Yes, Kitchen Table Automations has a free plan.
Free
Free
- Weekly automation tips
- Power Automate tutorials
- AI implementation guides
- Access to public archives
- Community insights
- Time-saving feature updates
Kitchen Table Automations FAQs
What primary technologies does Kitchen Table Automations cover?
The newsletter focuses on the Microsoft 365 ecosystem, specifically Power Automate and BingAI, along with general AI tools like ChatGPT. It provides practical ways to integrate these into a financial professional's workflow.
Do I need technical or coding experience to use these insights?
No, the content is designed for professionals without a tech background. The 'kitchen table' philosophy ensures that the solutions are easy to understand and can be implemented by anyone.
Is the content relevant for high-stakes financial work?
Yes, it is created by a CPA with 23 years of experience in UHNW families and trust planning. The advice specifically addresses how to maintain data security and compliance while using AI.
Ratings & reviews
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