Matt connected AI to every major tool in the firm. Then things got interesting.
What followed was a mix of things going sideways, things working better than expected, and one moment that made Matt realize he wasn't thinking nearly big enough.
All of which sparked a real conversation about what AI can actually do inside an accounting firm today, where the guardrails need to be, and how far off the fully automated accounting process really is.
In this episode:
How to think about AI as an efficiency tool today vs. an autonomous system tomorrow
The HubSpot incident that became a lesson in AI permissions and guardrails
The monthly accounting process use case that came back 100% accurate and changed how Matt thinks about what's possible
What it would actually look like to automate bank statement pulls, transaction coding, and client outreach end to end
How Patrick Accounting is running biweekly AI happy hours to get their whole team experimenting
The three lanes every AI investment should fall into: more revenue, better margins, or better client experience
Why Matt's headcount is going up (not down) and what kind of people he's going to need
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🎙 Want to be a guest? We're opening the show up to firm owners who want to talk shop. Reach out and let's talk.
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