Scaling Up? Let AI Run the Routine While You Focus on Game-Changing Results
Explore how AI-powered autonomous workflows help accounting firms scale routine work, manage complexity, and focus on advisory results.
Format
Webcast
Date
Oct 12, 2026
NASBA Field of Study
Information Technology
Level
Intermediate
CPE Credits
1.5
Availability
Product Number
WC5488694
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.
Key Topics
- AI autonomous workflows
- AI accounting tools
- Autonomous system integration
- Scaling accounting firms with AI
Learning Outcomes
- 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.
Who Will Benefit
- 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
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.