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Field notes from the profitable line.

What to automate, what it costs, and where the humans stay. Written for skeptical partners, with numbers.

ROI calculatorPBC automationAgent securityEvaluation methodReconciliationClient onboardingAR follow-up
Method6 min readAI agent security for accounting firmsA practical security plan for accounting AI agents, covering data maps, vendor controls, access, retention, logs, testing, and incident response.Agents5 min readAccounting Client Onboarding AutomationA controlled client onboarding workflow for accounting firms, covering intake, engagement approval, Form W-9 collection, security, and setup.Economics5 min readAccounting Workflow Automation ROI CalculatorCalculate accounting workflow automation ROI with labor, rework, software, review, implementation, and payback inputs.Agents5 min readAccounts Receivable Follow-Up AutomationA controlled AR follow-up workflow for accounting firms, with aging rules, message limits, dispute handling, escalation, and useful measures.Method6 min readHow to evaluate AI agents for accountingA practical method for testing accounting AI agents with representative cases, risk-based metrics, release gates, shadow runs, and monitoring.Economics3 min readAI agent vs new hire: A practical accounting cost modelCompare an AI workflow with a new hire using labor, build, operating, oversight, risk, and capacity costs.Agents3 min readAI Agents for Accounting Firms: A Practical GuideSee which accounting workflows suit AI agents, where staff approval belongs, and how to measure a safe production deployment.Economics4 min readAI Implementation Costs for Accounting FirmsUse this cost model to compare an accounting AI project with the workflow it replaces, including review, rework, usage, and maintenance.Agents4 min readClient Document Collection Automation for Accounting FirmsA practical PBC automation workflow for accounting firms, including reminders, file checks, staff checkpoints, security, and measurement.Method3 min readHuman-in-the-loop AI for accounting: Where review paysA practical way to place human review in accounting workflows without turning every AI output into another staff task.Agents6 min readPBC Request Automation: A Practical GuideBuild a controlled PBC request workflow with clear statuses, reminder rules, evidence boundaries, security controls, and useful metrics.Economics4 min read10 questions to ask an AI automation agencyUse these questions to compare AI vendors on ownership, pricing, testing, security, human review, monitoring, and support.Agents5 min readReconciliation Automation for Accounting FirmsA controlled reconciliation workflow for accounting firms, with matching rules, evidence, exception review, posting approval, and pilot measures.Agents4 min readTax season automation: What AI should and should not doA practical plan for automating tax-season collection, status, and deadline work while qualified professionals keep tax judgment.Method3 min readControlled Autonomy for Accounting AIControlled Autonomy assigns routine work to AI and keeps human checkpoints where an accounting workflow's risk and economics require them.Method4 min readWhat should accounting firms automate first?A ranked starting point for accounting automation, plus a practical test for choosing the first workflow.Rescue4 min readWhy AI Pilots Fail and How to Rescue ThemA practical guide to diagnosing a stalled accounting AI pilot, rebuilding its controls, and deciding whether it should return to production.

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