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Practice mgmt

Are practice management platforms like Financial Sense adding useful AI features?

47:44From the June 2 call · Real Estate Bookkeeping Tools, Local Claude Setups, and AI Compliance Networks

A participant using Financial Sense as their practice management software (chosen for being simple, 'spreadsheety,' and easy to use despite being robust) noted that AI additions are expected mainly on the contract/proposal side. The bigger practical benefit so far has been simplified client communication: easy secure document upload/download and the ability to store multiple years of client data in one place, contrasted with Intuit's client portal app, which was described as terrible by comparison.

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