AI Agents for Accounting Firms
Stop Hiring for Tasks AI Agents Can Handle
Hands-on training to build AI agent teams that handle document intake, monthly close, tax research, and client communication — so your staff focuses on advisory work.
The Problem
Your Firm Is Drowning in Repetitive Work
You can't hire fast enough. Your best people spend half their time on tasks that don't require their expertise. And every busy season feels like it might break the team.
of accountants' time spent on tasks AI agents can handle
Thomson Reuters 2025
average hours per firm wasted on manual data entry annually
AICPA Survey 2025
of firms say talent shortage is their #1 growth constraint
Accounting Today 2026
revenue per employee at AI-augmented firms vs traditional
Sage Practice Report
The answer isn't "use ChatGPT." It's building AI agent teams that handle complete workflows — from document collection through final deliverable — while your professionals focus on judgment, relationships, and advisory.
The Shift
From Chatbots to Agent Teams
You've probably tried AI — asked ChatGPT to draft a letter, maybe used an AI categorization feature in your bookkeeping software. That's useful, but it's not transformative.
AI Chat
You ask one question, get one answer. Like having an intern who only responds when poked.
"Summarize this tax code section"
AI Copilot
AI assists while you work — suggests categorizations, drafts emails. Helpful, but you're still doing the work.
QuickBooks suggesting categories
AI Agent Teams
Multiple specialized agents work together on complete workflows. They collect, process, verify, and deliver — you review and approve.
Agents handle full monthly close
We teach you to build at Level 3.
Not chatbots. Not copilots. Full agent teams that run complete workflows.
What You'll Build
Agent Teams for Real Accounting Workflows
These aren't hypothetical demos. These are the exact workflows that early-adopter accounting firms are automating right now.
Use Case 01
Client Document Intake Team
3-agent system · Eliminates the tax season document chase
The problem: Every January, your team sends the same checklist to 200+ clients. Half respond late. A quarter send the wrong documents. Staff spends weeks following up instead of doing actual tax work.
The agent team:
Result: What used to take 3 weeks of staff time now runs continuously in the background. Your team starts tax prep with organized, verified data — not a pile of emails.
Use Case 02
Monthly Close Accelerator
4-agent system · Cuts close time from days to hours
The problem: Monthly bookkeeping close involves reconciling bank feeds, categorizing transactions, chasing client approvals, and generating reports. It's the same process every month, but it still takes 2-3 days per client.
The agent team:
Result: Monthly close drops from 2-3 days to 2-3 hours. Your staff focuses on the 5% that actually needs human judgment.
Use Case 03
Tax Research & Advisory Engine
3-agent system · Turns every engagement into advisory revenue
The problem: Partners know there are tax-saving opportunities for clients, but researching them takes hours. Most go unmentioned because nobody has time to dig into every client's situation.
The agent team:
Result: Every tax return becomes an advisory opportunity. Partners spend 15 minutes reviewing AI-drafted recommendations instead of hours researching them.
The Curriculum
What You'll Learn
Four modules that take you from "I've heard of AI agents" to "I built one for my firm today."
MODULE 1
The Agent Opportunity for Accounting
- Why chatbots failed your firm — and what's different about agents
- The 5 workflow patterns in accounting that AI agents handle best
- Real numbers: what early-adopter firms are reporting
- Compliance and data security — what you need to know
MODULE 2
Designing Your First Agent Team
- Map your firm's workflow to identify the highest-ROI agent opportunity
- Agent architecture 101: roles, handoffs, quality gates
- Choosing the right tools — build vs buy decision framework
- Data security and client confidentiality by design
MODULE 3
Hands-On Build Session
- Build a working agent for your firm's specific use case
- Connect it to sample accounting data (QuickBooks/Xero patterns)
- Test it, break it, improve it — guided by instructors
- Set up monitoring so you know when the agent needs human input
MODULE 4
Implementation Roadmap
- Your 30/60/90 day plan — what to deploy first
- How to get your team on board (change management for accountants)
- Measuring ROI: hours saved, revenue generated, client satisfaction
- Scaling from one agent to a full AI-augmented practice
Programs & Pricing
Three Ways to Get Started
Free Webinar
AI Agents for Accounting: The 2026 Briefing
A 60-minute executive briefing on how AI agents are transforming accounting firms. Real demos, real numbers, no sales pitch. Come see what's possible.
registration required
Workshop
Build Your AI Agent Workforce
Half-day hands-on workshop. You arrive with your firm's biggest bottleneck and leave with a working AI agent that addresses it. Limited to 20 participants for quality instruction.
per participant
Firm-Wide Training
Private Firm Engagement
We deliver a customized program for your entire firm — partners and staff. Tailored to your tech stack, your clients, and your workflows. Includes 60-day post-training support.
flat engagement
The ROI
What AI-Augmented Firms Are Reporting
Early-adopter firms aren't just saving time — they're fundamentally changing their economics.
| Metric | Before AI Agents | After AI Agents |
|---|---|---|
Staff hours saved per month | 0 | 80–120 hrs |
Monthly close time per client | 2–3 days | 2–3 hours |
Client documents collected on time | ~60% | 90%+ |
Advisory recommendations per client | 1–2/year | 5–8/year |
Revenue per professional | Baseline | +25–40% |
Client satisfaction score | Average | Top quartile |
Your Instructor
Dr. Andrey Kunov
Lead Instructor
Andrey doesn't just teach AI strategy — he runs multi-agent AI systems in production. When he shows you how to build an agent team for your accounting firm, he's drawing on the same architecture he uses to run his own businesses.
FAQ
Frequently Asked Questions
Is our client data safe?
Yes. All workshop exercises use synthetic accounting data — sample QuickBooks exports, anonymized financial statements, and provided case studies. No connection to your actual client systems. When you implement at your firm, we show you how to set up agents with proper data isolation and encryption.
Do I need to be technical?
No. If you can use QuickBooks or Excel, you can build an AI agent. The workshop is designed for accounting professionals, not engineers. We handle the technical setup so you focus on the workflow logic — which is where your expertise matters.
Will this work with our existing software?
AI agents work alongside your existing tools — QuickBooks, Xero, Drake, Lacerte, CCH, whatever you use. They don't replace your software; they automate the repetitive human steps between the software.
How is this different from the AI features in QuickBooks/Xero?
Built-in AI features are limited to what the vendor decided to automate. AI agents orchestrate across tools and handle multi-step workflows that no single vendor covers — like chasing clients for documents, cross-referencing data between systems, and generating advisory recommendations.
What size firm does this work for?
We've designed this for firms with 5–100+ staff, but the principles apply at any size. Solo practitioners benefit too — agents let a one-person firm operate like a five-person firm.
Can I send my team instead of attending myself?
The workshop is valuable for both partners and managers. Partners learn strategy and ROI; managers learn implementation. For firm-wide training, we customize content for different roles.
The Opportunity
The firms that adopt AI agents first will define the next era of accounting.
While your competitors are still manually chasing documents and closing books by hand, AI-augmented firms are scaling advisory revenue and serving more clients with the same team. The gap is widening every quarter.
Next webinar dates announced monthly · Workshop cohorts limited to 20 participants