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Inbal Rodnay CSP

Greater Melbourne Area, Australia

International Keynote Speaker on AI and Automation | Technology Adoption Expert | FinTech Leader of The Year 2025 | Most Innovative Women in Technology 2025, Silver Medalist

Inbal Rodnay CSP Points
Academic 0
Author 102
Influencer 47
Speaker 0
Entrepreneur 0
Total 149

Points based upon Thinkers360 patented algorithm.

Thought Leader Profile

Portfolio Mix

Company Information

Areas of Expertise

Agentic AI 30.49
AI 30.98
AI Governance 30.35
AI Infrastructure 31.17
AI Orchestration 31.34
AI Safety 31.17
Analytics 30.04
Business Strategy 30.03
Change Management 30.03
Customer Experience 30.01
Customer Loyalty 30.05
Cybersecurity 30.09
Digital Transformation 30.15
Education 30.13
Emerging Technology 30.03
FinTech 30.22
Future of Work 30.10
Generative AI 30.44
GRC 30.03
Health and Wellness 30.08
Innovation 30.12
IT Operations 30.48
IT Strategy 30.57
Mental Health 30.09
Privacy 30.08
Product Management 30.28
Risk Management 30.12
RPA 30.47

Industry Experience

Publications & Experience

4 Article/Blogs
What Are AI Agents and How You Can Have Your Own Today?
Linkedin
February 17, 2025
Everyone is talking about AI agents, but what are they?

See publication

Tags: Customer Loyalty, Mental Health, RPA

From the source: what ChatGPT suggests Australian accountants do
Linkedin
February 17, 2023
I went to the source itself and asked ChatGPT: how can accountants make the most of technologies like ChatGPT?

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Tags: AI, Innovation

If we only knew...
Linkedin
March 14, 2018
If we could only have that mathematical genius kid from the movies who would look at our business and see those hidden patterns and correlations, point us at the hidden gems, and move aside the distractions.

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Tags: FinTech

Most Popular Addition to a Cafe’s Menu? Automated Rostering
Linkedin
December 07, 2017
I can’t remember the last time I bought a coffee and paid in anyway other than contactless on an integrated point-of-sale terminal. And yes, of course, I pay with my phone.

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Tags: AI, Innovation

38 Author Newsletters
Can you put client information into Claude?
Inbal Rodnay
September 29, 2026
Claude is getting increasingly popular with professionals in highly regulated industries.

There is no question that it's good. It's fantastic, it brings a lot of joy.

But I am still hearing a lot of debate around whether can we share confidential information with it.

So let's understand first why we're asking, and then go into the details.

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Tags: Generative AI, GRC, Privacy

The parts of Claude you need to know
Inbal Rodnay
September 22, 2026
If you're using Claude but you're only using it in the browser, you're missing out.

And worse than missing out, you're actually taking a bit more risk and giving up all of the reward.

Claude hasn't always been this popular with accountants and lawyers, or generally with professionals in highly regulated environments.

But that has changed.

In the last implementation session at our AI club, we had a breakout room specifically for Claude, and half the people online joined it.

Accountants are starting to use Claude. A lot.

So let me tell you about a thing I did with Claude last weekend, and then I'll show you the tools I used to make it happen.

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Tags: Agentic AI, FinTech, Generative AI

Copilot skills can do your bank rec. Right in Excel.
Inbal Rodnay
September 15, 2026
Copilot now has skills in Excel. Yay!

I find this very exciting. Let me show you why.

See publication

Tags: FinTech, Generative AI, RPA

How I actually prompt: chat vs Cowork
Inbal Rodnay
September 08, 2026
I asked my AI to go through our chat history and tell me how I actually prompt. Not how I teach people to prompt. How I actually do it every day.

It came back with two lists. One for chat, one for Cowork.

Makes sense.

Because prompting for Cowork is different from prompting in chat.

One is a conversation. The other is delegation.

Here are the top three in each.

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Tags: Agentic AI, FinTech, Generative AI

Your clients have Copilot too. Are you ahead of them?
Inbal Rodnay
September 01, 2026
My accountant asked me to review the activity statement.

Usually when they ask me to do this, I go into the accounting app and I spot check transactions.

I look for big amounts, I look for suppliers that should be with GST or without.

Really, I am not entirely sure how to know that I covered everything.

So this time...

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Tags: Customer Experience, FinTech, Generative AI

From chatbot to AI employee in six steps
Inbal Rodnay
July 14, 2026
I save the prompt that drafts our engagement letters and share it with my whole team. Is that an agent?

I set an AI to watch my inbox for receipts, drop them into a folder, and record the figures in a spreadsheet. Is that an agent?

I have AI that prepares our month-end, the whole thing, end to end. Is that an agent?

I don't think it matters much what we call an agent anymore. The thing is that even if you never actively create an agent in your business, the AI tools you are already using are becoming more and more agentic.

And you need to be… prepared.

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Tags: AI, AI Infrastructure, AI Orchestration

How (not) to get in trouble with AI
Inbal Rodnay
June 30, 2026
You could give a client advice today based on an AI summary, and be confidently, totally wrong. Because the document manipulated your AI into giving you bad advice.

I know, because last week, in an AI training at a law firm, I did exactly that. I poisoned a document.

Let me show you.

See publication

Tags: Agentic AI, AI Safety, Cybersecurity

Copilot Cowork is here. Where should you start?
Inbal Rodnay
June 23, 2026
Copilot Cowork is now available to everyone. No longer early release.

Let’s look at what it is, what most people start with and a caveat you need to be aware of.

Do you know how I found all that out less than a week after it was released?

Last week at our AI with Inbal implementation session one of the accountants was demonstrating something she had built with Copilot Cowork while it was still early release. As she shared her screen, we noticed it no longer said "early release frontier". So we all looked it up. We figured out what had happened. Then we all experimented with it and shared what we had done.

That is where a lot of what I am about to show you came from. I love learning together .

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Tags: Agentic AI, AI Orchestration, Generative AI

How to Teach Your Team AI, 15 Minutes at a Time
Inbal Rodnay
June 16, 2026
Do you want real AI magic in your business?

There are three things you need to do.

Train your team

redesign your workflows

keep safe

Today, let’s focus on the first. How you keep upskilling your team.

Because big training days are great. Everyone gets excited. But the technology evolves and there’s just so much that people can pick up in a day. So how do we keep it up?

You can't run a training day every other day. So you need a different shape. A rhythm.

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Tags: AI Safety, Change Management, Generative AI

Are you on Microsoft Frontier? You probably should be.
Inbal Rodnay
June 09, 2026
Your Copilot licence might be doing a lot less than it could.

Not because the features aren't there. Because nobody turned them on.

In this week's briefing, I share two real examples from our club's live implementation sessions, and explain what Microsoft Frontier is and why your firm should probably be on it.

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Tags: Agentic AI, Digital Transformation, Generative AI

What the new Xero and Claude integration actually does (and doesn't do)
Inbal Rodnay
June 02, 2026
I got really excited about Xero and Claude integrating.

Then I got unexcited.

Here’s exactly what happened.

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Tags: AI Infrastructure, FinTech, Generative AI

Your next AI colleague watches, listens, and talks. All at once.
Inbal Rodnay
May 26, 2026
There is a new AI model in town. And this one shows us where things are heading.

It is called Interaction Models. It comes from Thinking Machines Lab, the company founded by Mira Murati, who was CTO at OpenAI. It is in research preview right now.

It’s not in your tools yet, but let’s have a look so that we understand what’s coming.

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Tags: AI, AI Governance, Emerging Technology

The reviewer that's getting better than us
Inbal Rodnay
May 19, 2026
Every AI conversation I have now starts from where the last one ended. That’s a massive leap in how AI works with me.

My AI knows my clients, my KPIs, my coaching patterns. It knows what we talked about last time. It updates itself as we go.

That's because I've given my AI a Second Brain.

And if you have’t already, I think that you should do it too.

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Tags: AI, Generative AI

Second Brain, Obsidian, and AI: the setup that changes everything
Inbal Rodnay
May 12, 2026
Every AI conversation I have now starts from where the last one ended. That’s a massive leap in how AI works with me.

My AI knows my clients, my KPIs, my coaching patterns. It knows what we talked about last time. It updates itself as we go.

That's because I've given my AI a Second Brain.

And if you have’t already, I think that you should do it too.

See publication

Tags: AI Infrastructure, AI Orchestration, Generative AI

AI agents are here. This is your way in.
Inbal Rodnay
May 05, 2026
Last Friday I spent four hours online with 50 accountants developing AI agents.

Here’s what’s real with agents, in accounting in May 2026, Australian and New Zealand.

Inter-entity loan reconciliations done in minutes, saving hours a quarter.

FBT calculations cut by 40 minutes per client.

A budget vs actual analysis that used to be skipped, now done in 90 seconds.

This is what’s here. Working in firms. Today.

And I want to tell you about how you can (and should) get it.

See publication

Tags: Agentic AI, AI

AI agents in Excel: Copilot vs Claude, I ran the test
Inbal Rodnay
April 28, 2026
Microsoft just shipped AI agents in Excel, Word, and PowerPoint.

Until now, Copilot could suggest things or take small actions like add a row, make a pivot table or create conditional formatting.

Now it can take multi-step actions, think through a problem, develop entire workbooks with multi-step reasoning.

But hey, Claude has had this capability for months now.

And for all this time, I fielded questions from firms wondering if they should be on Claude instead of Copilot. These capabilities are so powerful, and it felt like we were missing out in very real (and painful) ways.

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Tags: Agentic AI, AI

Is AI making us dumber? The data is in.
Inbal Rodnay
April 21, 2026
Is AI making us dumber?

We've got some official results on this.

It's a real concern. We're all shifting from doers to reviewers. In every part of our work, AI does something and we check it's right.

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Tags: Education, Future of Work, Generative AI

Does Your Firm Have an AI Lab? It Should.
Inbal Rodnay
April 14, 2026
Do you have an AI lab in your business?

If you don't, you should. Whether you're a one-person firm or a hundred-person firm.

Let me tell you what I mean, and why it matters right now.

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Tags: AI, Digital Transformation, Innovation

Your AI panel of experts (and how to build one in 10 minutes)
Inbal Rodnay
April 07, 2026
What if every piece of work you produced got reviewed by a panel of experts before anyone else saw it?

A tax specialist. A grant assessor. A contract risk reviewer. A plain-language editor. All on demand. No billing rate. No waiting.

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Tags: Agentic AI, AI, Innovation

Love AI. Don't Trust AI. Here's how to verify.
Inbal Rodnay
March 31, 2026
AI gets things wrong. We know that.

It makes things up. It hallucinates. It wants to please us, so it will answer a question even if it doesn't really know the answer.

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Tags: AI, AI Governance, Risk Management

AI Agents: How to Know If Yours Is Safe
Inbal Rodnay
March 24, 2026
We're all building AI agents.

There are different types of agents.

There are ones that just have a skill. They know how to do a certain task, and you can chat with them when you need help with that task.

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Tags: Agentic AI, Cybersecurity, Risk Management

What Claude is Doing Today and What Copilot Will Do Next
Inbal Rodnay
March 17, 2026
Claude is making a serious play.

Not just to be the AI you chat with. To be the interface where you work. Where you start a task, finish it, and never need to jump between tools.

That's a big claim. So let me show you what it actually looks like.

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Tags: AI Governance, Digital Transformation, Future of Work

Your AI Just Got Eyes on Your Business (and MCP is why)
Inbal Rodnay
March 10, 2026
What’s my next meeting today?

Who’s the client?

Have they paid their invoices?

Three different systems or one AI to rule them all?

Well, it’s starting to be the latter.

Let me show you how.

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Tags: AI Infrastructure, Digital Transformation, IT Strategy

Your 2026 AI Tool Radar: What firms are actually using
Inbal Rodnay
March 03, 2026
My recommendation for the main AI tool you should use in your business has changed.

Not because of a new shiny feature.

Because two quiet things happened at the same time:

One: Copilot got smarter.

Two: Copilot became easier to roll out.

And when those two line up, the decision becomes simple.

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Tags: AI, Digital Transformation, IT Strategy

When AI Gets Hands: A Claude Cowork Experiment
Inbal Rodnay
February 24, 2026
This week I gave Claude the keys.

Not to my thinking. To my computer.

I've been experimenting with Claude Cowork, Anthropic's new desktop agent.

We've seen AI work in the browser before, but this is different. This is AI operating the whole computer, not just a tab.

If you've heard me talk about the Three Bridges: Playbooks, Context, and Hands, this is Hands. Properly, finally, Hands (for the newcomers: Hands means AI that acts, not just advises).

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Tags: Agentic AI, Digital Transformation, IT Operations

1 Book
AI Magic: 6 Steps to AI Mastery in Your Firm
Inbal Rodnay
July 25, 2025
If your team is still side-eyeing AI tools like a suspicious new hire, it's time to act.

See publication

Tags: AI

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