Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable.


Innovation Insights
With Donny Shimamoto and Byron Patrick
Center for Accounting Transformation

An accountant builds a dashboard that pulls information from several systems. A proposal generator turns service selections into a polished PDF. A homemade utility eliminates a tedious step in the monthly close.

Then comes the question that changes everything: How do I let my team use it?

In this episode of Innovation Insights, Donny Shimamoto and Byron Patrick explore the distance between a promising personal tool and software an accounting team can depend on.

AI makes building easier, they say, but sharing, securing, supporting, and maintaining what you build requires a different level of preparation.

For accountants eager to experiment with AI agents and “vibe coding” — using natural-language instructions to have AI generate code — the conversation offers both encouragement and a reality check.

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