AI Playbook
Cover illustration for AI for accountants..
AI Playbook

AI for accountants.

The wedge is intake and chase, not document summarization. The Maria/Austin engagement is the worked example.

Coming online in 2026Notes filed April 2026

Most AI vendors selling to accountants pitch document automation as the wedge, because document summarization is what their model is good at. The pattern that actually works in our 130 builds is different. Start with the document chase, the per-client follow-up emails that quietly eat 70 hours a tax season for a 240-client practice. Then move to briefing packets, then to the post-meeting batch summary queue. We will publish the full breakdown, drawn from the Maria/Austin engagement that took daily hours from 11 to 6.5, in May 2026.

While you wait

Coming online in 2026. The roadmap below is committed, the writing is queued.

Related reading