Putting AI Agents into Your Workflow for Accountants

Discover how to put AI agents into your workflow to automate tasks and unlock capacity across your firm.

In this session, we cover:

• Three Pillars of AI Adoption

• AI Maturity: From Chat to AI Employees

• AI Tools Comparison: Power vs Protection

• Demo: Receipt Processing Agent with Claude

• The Six Levels of AI Agency

• Demo: Tax Reviewer Agent in Copilot

• Data Confidentiality & Enterprise Protection

• Creating & Scaling Playbook Agents

• Big Wins with Playbook Agents

• MCP: Connecting AI to Your Systems

• Copilot CoWork Demo

• AI Safety & Next Steps