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The Rise of AI Assistants: Your New Favorite (Digital) Coworker?

Remember the old days when work was just… work? You’d dig through spreadsheets, manually enter data, and try to remember which folder contained that one file from last quarter (spoiler: it was always in the wrong one). Remember when digital assistants were limited to setting timers and telling dad jokes? Thanks to emerging AI and automation, those days are fading faster than your New Year’s resolutions. Artificial intelligence is no longer just a sci-fi buzzword—it’s quickly becoming the most efficient, low-maintenance, and judgment-free coworker you’ve ever had. And unlike Steve from accounting, AI won’t eat your lunch from the office fridge.

Draft emails, reports, and proposals with a few prompts
Analyze spreadsheet data and extract meaningful insights
Transcribe and summarize meetings, highlighting action items
Help brainstorm ideas and overcome creative blocks
Automate repetitive tasks that once consumed hours of your day

The best part? You don’t need to be a tech wizard to reap these benefits. Modern AI tools are designed with user-friendliness in mind. If you can order takeout online or navigate social […]

By Linkenheimer LLP|2025-03-18T20:16:32+00:00March 18th, 2025|Tech, technology|0 Comments

AI in Business: Current Applications and Future Opportunities

The business landscape is rapidly evolving with artificial intelligence (AI) becoming increasingly accessible and powerful. While large corporations have been early adopters, small and medium-sized businesses now have unprecedented access to AI tools that can dramatically improve efficiency and competitiveness. Here’s what business owners need to know about leveraging AI effectively in 2025 and beyond.

Current Business Applications

Document Management and Analysis

AI excels at processing and analyzing large volumes of documents – from contracts and invoices to emails and reports. Law firms are using AI to review contracts and identify potential issues in minutes rather than hours. Manufacturing companies are automating purchase order processing and inventory documentation. Wineries are streamlining compliance documentation and sales reporting.

Customer Service and Communication

AI-powered chatbots and virtual assistants now handle routine customer inquiries 24/7, freeing up staff for more complex interactions. These systems can schedule appointments, answer product questions, and even handle basic troubleshooting. More importantly, they learn from each interaction to provide increasingly accurate and helpful responses.

Financial Analysis and Forecasting

AI tools are revolutionizing financial planning by analyzing historical data to identify trends and make predictions. Businesses can now get instant […]

By Linkenheimer LLP|2025-01-28T21:04:45+00:00January 28th, 2025|AI, Tech|0 Comments

A General Look at Generative AI for Businesses

If you follow the news, you’ve probably heard a lot about artificial intelligence (AI) and how it’s slowly and steadily expanding into various aspects of our lives. One widely cited example is ChatGPT, an AI “chatbot” that can engage in conversations with users and create coherently written articles, as well as other content, when prompted.

ChatGPT and other similar chatbots are what’s known as “generative” AI. The operative word there refers to software that’s able to generate new content based on input from users and existing data either inputted during development or gathered from the internet.

Along with college students and the curious, more and more businesses are joining the ranks of generative AI users. Research and advisory firm Gartner surveyed more than 1,400 company leaders in September 2023. Two in five (40%) said their organizations were piloting generative AI programs — a substantial increase from the 15% results of the same survey conducted by Gartner about six months earlier.

Imagine the possibilities

Naturally, how companies are using generative AI depends on factors such as industry, mission, operational needs and strategic objectives. But it can be informative to look at a few examples.

In consumer goods and retail, […]

By Linkenheimer LLP|2024-04-03T17:16:13+00:00April 3rd, 2024|AI, Tech|0 Comments

Advisory Spotlight: Benefits of Using ChatGPT

In today’s fast-changing digital world, new technologies like ChatGPT are changing how we do things, making tasks easier and faster. ChatGPT saves time and can be used in many different ways, helping us be more productive and creative in different areas.

Save time writing anything

ChatGPT and other Generative AI can help us save time through efficiencies:

Create content from a simple prompt, crafting the response via further “conversation”
Perform quality research and interpretation with the proper prompts
Prepare financial and other analysis via submission of data
Organize things via submission of data
Quickly generate shopping lists based on meal plans.
Create personalized workout routines tailored to specific goals.
Draft concise and professional cover letters for job applications.
Summarize long articles or reports into key points.
Plan travel itineraries with local attractions and dining options.
Develop custom study guides for academic subjects.
Automate responses for common customer service inquiries.
Craft engaging social media posts for various platforms.
Organize daily tasks and set reminders for important deadlines.
Translate text between multiple languages instantly.
Develop travel itineraries based on your interests and budget

Just ask for help with the right prompt, keeping in mind some cautions such […]

By Linkenheimer LLP|2024-02-13T19:02:25+00:00February 13th, 2024|Advisor, Tech|0 Comments

Tech Tuesday: AI and ML- Transforming Small and Medium-Sized Businesses for Efficiency and Growth

Introduction

For small and medium-sized businesses (SMBs), adopting Artificial Intelligence (AI) and Machine Learning (ML) is no longer a luxury but a necessity for staying competitive. These technologies offer a range of benefits, from automating mundane tasks to providing deeper insights into business operations. This article explores practical ways our SMB clients can gradually implement AI and ML, leading to improved work-life balance, enhanced efficiency, and better client services.

Leveraging AI and ML in SMBs

Automating Routine Tasks: One of the most immediate benefits of AI for SMBs is the automation of routine, time-consuming tasks like data entry, note taking, scheduling, and customer inquiries. Tools like chatbots can handle basic customer service questions, freeing up time for more complex tasks. AI-driven software can also manage scheduling and reminders, improving time management and work-life balance.
Enhanced Data Analysis: ML algorithms can analyze large sets of data to extract meaningful insights about business trends, customer preferences, and market opportunities. This deep analysis, which would be time-consuming and complex for humans to perform, can inform strategic decisions and help tailor services to meet client needs more effectively.
Predictive Maintenance and Inventory Management: For businesses with physical assets […]

By Linkenheimer LLP|2023-12-05T16:24:56+00:00November 28th, 2023|Tech|0 Comments