How Accountants Can Turn QuickBooks Data Into Real Insights with AI | Coupler.io
In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by William “Murph” Murphy and Yaroslav Lazor, CEO of Coupler.io, for a deep dive into finance data, analytics, and AI. Yaroslav shares how Coupler.io helps accountants and advisors eliminate manual exports, connect QuickBooks and other finance tools, and turn raw data into dashboards, reports, and real-time insights. The conversation covers real-world use cases, consolidated reporting across multiple entities, and how AI can act as a true data analyst for cash flow, receivables, and financial health. This episode is more technical than usual and ideal for accounting professionals who want to go beyond standard QuickBooks reports and deliver higher-value insights to clients.
Accounting Insiders · Yaroslav Lazor, Gary DeHart
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Show Notes
Helpful links mentioned in the episode:
🔗 Coupler.io: https://www.coupler.io/
🔗 QuickBooks connector: https://www.coupler.io/sources/quickbooks-connector
🔗 Financial dashboard examples: https://www.coupler.io/dashboard-examples/financial-dashboard
🔗 AI integrations: https://www.coupler.io/ai-integrations
🔗 Pricing: https://www.coupler.io/pricing
🔗 Yaroslav Lazor on LinkedIn: https://www.linkedin.com/in/ylazor/
🔗The App Aware: Coupler.io Article: https://blog.insightfulaccountant.com/app-aware-coupler.io
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