5 AI tools that scale your CPA firm

Описание: Discover how AI transforms accounting with 5-40% productivity gains, automates invoice processing, and solves staffing shortages—practical strategies for scaling your firm without adding headcount.

AI is reshaping how accounting firms operate. In this session, industry expert Randy Johnston breaks down what AI really means for your practice and demonstrates how automation bridges the gap between growing client demands and limited talent resources. You'll see real examples of AI working inside platforms like Bill, where it's already streamlining AP/AR workflows and giving firms measurable time savings.

Whether you're a CAS leader managing multiple clients or a firm owner looking to expand advisory services without expanding your team, this video provides actionable insights you can implement now.

What You'll Learn
Clear, straightforward definitions of AI and how it differs from traditional automation
Measured productivity improvements CPA firms are achieving with AI tools today
Practical AI applications in accounts payable and receivable workflows
How invoice data extraction, duplicate detection, and transaction coding work with AI
Strategic approaches to address staffing shortages through technology
Why leading firms are building AI into their service delivery models
Timeline expectations for AI advancement in the accounting profession
Video Chapters

0:00 Introduction to AI in Accounting

0:24 Defining AI: Software That Learns and Performs

1:12 Productivity Gains: 5-40% Improvements Across Firms

1:45 Using AI for Everyday Tasks and Search

2:00 The Gartner Hype Cycle: Understanding AI's Current Position

2:36 AI Inside Bill: Real-World AP/AR Applications

3:15 Invoice Data Extraction and Duplicate Detection

3:45 Enhanced OCR Performance and Document Processing

4:15 Transaction Coding and Merchant Analysis

4:50 Bridging the Talent Gap: Automation as Your Solution

5:10 Addressing Workload Compression and Staffing Challenges

Key Takeaways

Measurable results today: Firms implementing AI report productivity improvements between 5% and 40%, with applications across tax, audit, and client advisory services.

AI solves real staffing problems: With ongoing talent shortages in the profession, AI and automation provide a proven path to managing more clients with your existing team.

Already integrated in your tools: Bill and similar platforms have built AI into daily workflows—from invoice data extraction and vendor information population to intelligent transaction coding and duplicate detection—delivering accuracy improvements over traditional OCR.

The technology is ready now: AI capabilities are mature enough to implement immediately, with significant advancements expected within five years as systems become increasingly self-learning.

Think of AI as an assistant: From replacing search engines to automating routine tasks, AI tools like Copilot 365, Claude, ChatGPT, and Gemini are becoming essential productivity partners for accounting professionals.

Who Should Watch
Partners and owners of accounting firms
Directors of Client Advisory Services
CAS practitioners managing multiple client portfolios
Firm leaders dealing with staffing constraints
Anyone looking to scale their practice through technology adoption
Join the Conversation

What's your biggest challenge with workflow efficiency or staffing in your practice? Have you started exploring AI tools for your firm? Share your experiences in the comments—your insights help the entire accounting community learn what's working in real-world implementations.

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