Scaling Up? Let AI Run the Routine While You Focus on Game-Changing Results

Overview

This is a rebroadcast from AICPA ENGAGE 2026.

The next major technological shift is moving from systems that simply communicate with one another to systems that can act on a firm’s behalf.

For small and midmarket accounting firms, the challenge is clear: How do you serve more clients and deliver greater value without continually adding resources?

AI-powered autonomous workflows offer a new approach. By orchestrating repetitive, multistep processes based on firm policies, client context, and defined workflows, these systems can help firms work more efficiently while maintaining consistency and quality.

In this session, you’ll explore how accounting firms are putting AI-powered autonomous workflows into practice, and how you can apply these strategies to your own firm.

Learn how autonomous workflows can:

Standardize services across clients

Manage greater complexity

Free your team to focus on higher-value advisory work

You'll also gain actionable insights for integrating autonomous systems into your practice, helping you scale more efficiently while building sustainable, repeatable processes for the future.

Highlights

AI autonomous workflows

AI accounting tools

Autonomous system integration

Scaling accounting firms with AI

Prerequisites

3-4 years in the profession

Designed For

CAS leaders seeking scalable service delivery

Firm owners managing growth without adding proportional headcount

Accounting professionals exploring autonomous AI workflows

Teams standardizing AP, AR, or procure-to-pay processes

Objectives

Analyze autonomous workflows and how they evolve with automation.
Determine how AI workflows can manage increased volume and complexity to deliver more to clients.
Compare practical examples of AI workflows, such as AI-driven procure-to-pay and AP/AR workflows that can eliminate bottlenecks and increase efficiency.
Identify tangible steps for moving your firm from manual and semiautomated work to full autonomy, balancing transparency, control, and trust.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.