In this episode of Behind the Books, we’re joined by Ben Liebert, founder of SyncHub and Blackball Software.

This conversation is all about how Bookkeepers can stop wasting time on manual data work – and start using data to deliver real value to their clients.

Ben shares how SyncHub went from a one-week MVP to a globally used platform across 30+ countries, and why most businesses (and Bookkeepers) are sitting on a “treasure trove” of data they’re not actually using.

We also get into how AI is changing the way Bookkeepers can interact with data, moving beyond static reports to real-time insights and better client conversations.

This episode covers:

• Why Bookkeepers and businesses are sitting on unused data
• The real reason clean, structured data is still a challenge
• How AI is changing the way Bookkeepers can use data
• Common misconceptions about dashboards and reporting
• What truly data-driven businesses (and advisors) do differently
• How to move from manual reporting to real insights
• Practical ways to start using your data better – without over complicating it

If you’ve ever felt stuck in spreadsheets, unsure how to turn data into something meaningful for your clients, or wondering where AI fits into your role as a Bookkeeper – this episode is well worth a listen.

🎧 Listen now and start turning your data into better client outcomes.