From experimentation to impact: AI for your firm

A practical roadmap to extending capacity, closing faster, and scaling without adding headcount

Key findings

Accounting firms using AI support more clients every week without increasing headcount, according to research from Stanford and MIT.

AI is already helping leading firms close the books faster, eliminate manual work, and improve turnaround times.

Successful AI adoption focuses on practical workflows, clear governance, and keeping human judgment in the loop.

Summary

The accounting profession is at an inflection point. A shrinking talent pool and growing client expectations are putting unprecedented pressure on firms. Firm leaders are asking themselves: How can we grow and deliver more value to clients without burning out our teams?

This guide explores how accounting firms are answering that question with AI, moving beyond experimentation to real, measurable results.

What you'll learn

Find out how leading accounting firms are using AI, and what practical steps your firm can take whether you are doubling down or just getting started. Get specific suggestions for workflows to test into, and strategies to get started without a massive systems overhaul.