AI + Accounting

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.

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?

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.

In this article you'll find clear criteria, real examples, and a quadrant model you can actually use to prioritize your accounting firm's workstreams

Discover how prioritizing workstreams helps firms identify quick wins, avoid costly missteps, and strategically scale AI automation by focusing resources where AI delivers the greatest value.

Learn why firms with clear AI leadership achieve higher success rates, how to choose the right champion, when to form a taskforce, and how to empower them to drive lasting innovation and growth.

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.

The accounting profession faces a convergence of pressures: talent shortages, data overload, regulatory complexity, demand for real-time insights, and the rapid maturation of AI technology.

When people talk about AI in accounting, the conversation often drifts into broad promises and vague headlines. But accounting isn’t vague. It’s structured, outcome-driven work, built on repeatable pr

And that’s not a bad thing. AI is taking over the grunt work that was used to train juniors, so it might be time to rethink how we teach, guide, and grow the next generation.

How can agents help firms clean, connect, and elevate messy client inputs into real strategic value?

This is not a talent issue, but a throughput one. The future of accounting won’t be defined by more hires but better systems, and in this article we explore how agents like Archie will expand capacity for next-gen accounting firms.

It needs to know the job! Tax isn’t audit. CAS isn’t cleanup. Every accounting discipline has its own workflow, and Vertical-Specific AI that knows the difference will be the make-or-break factor for firm accuracy and scale.

When your clients operate in niches, your tools can’t be generic. Industry-specific AI is the edge modern CAS teams need.

The accounting workforce is shrinking fast—and the $100B labor gap it leaves behind won’t be filled with new hires. AI is how modern firms will scale.

For those firms wanting AI but not knowing where to start, these questions help shift the conversation from “What tool should we use?” to “How can we actually use it well?”

Archie isn’t just another AI for accounting, he’s training to be a real accountant. See how we’re building Archie from base model to firm-ready intern.

Chatbots were just the beginning, agents are redefining what’s possible for accounting firms. Less hand-holding, more doing. Less “if this, then that,” more “Hey, I finished this task, what’s next?” Agentic AI isn’t just smart, it’s self-driven; and it can (and will!) change the game.

Client data collection: it’s the pain point every firm knows too well. But what if AI could turn it into a seamless, even human experience, for both clients and accountants?

AI’s ROI isn’t just about cutting costs, it’s about saving time, filling talent gaps, and transforming how firms deliver value.

We’ve heard this before: “compliance is dead,” now rebranded as “AI will replace accountants.” Stuart unpacks how the profession isn’t dying, yet again, and how AI helps firms meet demand, not erase the role.

Built for firm leaders who know they need to set boundaries around AI, but aren’t sure where to start. It's practical, personal, and designed to take you from “we should do this” to “done” in minutes.

AI is already in your firm. The question is: do you have the framework to use it well? Leading with AI is a hands-on playbook built for accounting firms. No theory. No fluff. Just clear steps to help you roll out policy, train your team, and scale AI safely and with confidence.

Not all AI is the same.What's the difference between AI co-pilots, assistants, and agents—and how they can streamline your firm’s operations.

If automation does, agents do and decide. Knowing the difference between both could change how your firm runs.

AI leadership in accounting isn’t about technical depth, it’s about firm-wide impact. Should the AI leader in your firm be an AI Expert? We think not! In this article we discuss what AI leadership looks like, and why it’s the difference between dabbling and delivering.

In this article Stuart shares how Archie came to be.