About this episode

David Cristello interviews Isaac Perdomo about the impact of AI and automation on accounting practices.

In this episode of Growing Your Firm, host David Cristello sits down with Isaac Perdomo, founder of Opzer, to discuss the practical application of AI and low-code/no-code tools in modern accounting practices. Isaac shares real-world case studies of firms drastically reducing manual workloads and increasing their capacity for high-value advisory services. In this episode, we explore: - The "Window of Opportunity": Why the next 12–24 months are critical for firms to adopt AI before the market settles. - Beyond the Hype: Moving from generic ChatGPT use to building bespoke internal tools with Claude, Replit, and Lovable. - The 15-Minute Close: How a case study firm reduced bookkeeping time from 2 hours to 15 minutes per client using automated workflows. - Quality Assurance (QA) with AI: Using LLMs as an additional layer of review for financial statements and deliverables. - Vibe Coding & Custom Apps: Why the era of the "30-app tech stack" is evolving into firms building their own specialized internal software. - Sentiment Analysis: How to use meeting transcripts from tools like Granola or Fireflies to detect client dissatisfaction before they churn. Key Tools Discussed: - Automation…

People in this episode

Host: David Cristello

Guest: Isaac Perdomo

Topics covered

• AI in accounting
• low-code/no-code tools
• automation in bookkeeping
• quality assurance with AI
• custom software development
• client sentiment analysis

Keywords

• month-end close
• automation
• accounting tools
• AI models
• bookkeeping efficiency
• client retention
• financial statements

Mentioned in this episode

Organizations: Opzer

Products: ChatGPT, Claude, Replit, Lovable, Make.com, n8n, Zapier, Granola, Fireflies, Fathom

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