video1.0<iframe src="https://www.loom.com/embed/f2ddd74fb02742f6a1626deab8abcc2e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f2ddd74fb02742f6a1626deab8abcc2e-6a01f4862b5746c0.gif349.477This Loom explains how to enter real estate probate transactions using AI by importing journal entries from a closing statement PDF. It walks through an example with six transaction types including opening balance, transfers (such as mortgage payoff and deposit to estate checking), and related expense items like title company fees, real estate and property taxes, and commissions. The AI correctly identified the sale price as opening balance equity and mapped some items such as taxes and mortgage payoff, but needed manual verification and correction for others like the pro-ration and assessment accounts. The speaker emphasizes that accurate AI results depend on having strong AI instructions in the workspace settings tailored to the firm’s chart of accounts.