Is Your Firm AI-Ready? Understand the AI Horizons

Feeling pressure to "do something" with AI but not sure where to begin? The AI Horizons Framework gives you and your firm a clear, practical roadmap to go from curiosity to capability.

Every accounting firm is feeling the buzz right now.

Some of it’s excitement. Some of it’s anxiety. Most of it is a quiet pressure to "get on board with AI" before you fall behind.

But here's the truth: headlines and hype don't help you figure out how to actually make AI useful inside your firm.

At Archie, we are working with accounting firms across the world who are ready to take the AI leap, but need a structured way to do it. That’s why we created the AI Horizons Framework, a phased approach to measuring, mapping, and scaling AI adoption over time.

This framework should work as a strategic lens for firm leaders who want to plan AI adoption responsibly, build internal fluency, and unlock meaningful value, without wasting time chasing shiny tools or getting stuck in analysis paralysis.

Why You Need to Think of AI in Horizons

AI isn’t one big decision. It’s a series of moves. And those moves look different depending on where your firm is, what your teams are ready for, and where the tech is heading.
Trying to "figure out AI" all at once is a recipe for overwhelm. The Horizons Framework breaks it down into three practical stages:

• Horizon 1: The next couple of months. Start small. Build shared fluency. Spot early wins. Prioritize which workstreams you'll AIfy based on where your firm is at and where the available tech is.
• Horizon 2: Implement and Iterate. Turn ideas into action. Build repeatable processes.
• Horizon 3: The long term vision. How will you guide your AI efforts to lead your firm’s (and the profession) rethink and transformation.

You don’t need to start rethinking services or drafting how AI will hold insightful client conversations today. You need a way to move forward, one smart step at a time.

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What This Framework Unlocks

  • Clarity: Understand what AI can (and can’t) do today and what’s worth your attention.
  • Momentum: Get your teams experimenting, documenting, and ideating in the flow of real work.
  • Confidence: Make decisions backed by feasibility and impact, not just FOMO.
  • Structure: Move from scattered pilots to coordinated workstreams with real outcomes.

Ready to Start?

This framework is not a theory, It includes specific steps for each phase, ways to measure progress, and a simple system for deciding what to work on first.

Whether you're completely new to AI or already running experiments, this framework helps you move forward systematically.

Download the complete guide  to bring structure to your AI planning.

Feasibility Factors in AI Prioritization

Explore the key factors that shape AI feasibility and learn how to assess practicality, improve adoption, and boost success by breaking big processes into manageable AI pilots.

The Archie Team

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Interpreting and Using Matrix Results

Once all your workstreams have been plotted in the AI Prioritization Matrix, how do you interpret the results and identify quick wins, plan major projects, avoid thankless tasks, and balance your firm’s AI portfolio?

The Archie Team

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Impact Factors in AI Prioritization

Learn the key impact factors that guide AI prioritization and discover how to assess benefits, cluster workstreams, and target the initiatives that deliver the greatest results for your firm.

The Archie Team

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.