WHITEPAPER: Designing the modern Accounting Firm with Agentic AI

Preparing your firm for the shift to an agentic operating model.

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Most accounting firms now have AI tools.
Out of a data set of 725 accountants, 88% site using AI in client services, yet only 18% of professional services organizations track any return from it.

Adoption is no longer what sets firms apart.
Leading firms are redesigning the entire operating model, not just the toolset.

This guide sets out how to approach the redesigning the firm, what a reference model for a future design looks like, and how to govern AI and human agents that work within the new model.

Inside you’ll learn:

  • How to decide which tasks should be agentified and which remain with people.
  • How a national Accounting firm successfully deployed a hybrid AI + People model.
  • How best to size your entire operation, blending AI and People with the roles, governance, and architecture required.
  • And much more…

Get the Guide

Download theGuide to see how leading firms are generating value through agentic AI.

Download the Whitepaper

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