01
Invoice preparation
Checked invoice drafts and an exception queue for human approval.
Human boundary: Staff approve before sending or posting.
Managed execution for accounting firms
Managed AI agents for CPA firms.
Susan maps, deploys, and operates AI agents for bounded accounting workflows. The agent prepares and verifies routine work, routes exceptions, and pauses for human approval before professional judgment or consequential action.
Bring one repetitive workflow. The discovery call maps its systems, checks, exceptions, approval boundary, and operating owner.
Bounded
One workflow, a named owner, and an explicit definition of done.
Verifiable
Checks, readback, exception states, and durable run evidence.
Managed
Ongoing monitoring, repair, and improvement—not a one-time software handoff.
Where Susan works
Start with operational work a manager can inspect.
These examples are drawn from deployed or bounded accounting-firm workflows. They describe the work and the human boundary without claiming that an agent replaces CPA judgment.
02
WIP management
Current trackers, aged-WIP flags, change history, and prepared follow-ups.
Human boundary: Managers decide commercial treatment.
03
Payment recording
Controlled matching reports with duplicate protection and readback verification.
Human boundary: Unmatched or unsupported payments are escalated.
04
Monthly review
A repeatable exception report before a manager opens the books.
Human boundary: Accountants determine materiality and corrections.
05
Firm onboarding
Created records, assigned owners, filed documents, and verified destinations.
Human boundary: Ambiguous ownership and access decisions stay human.
06
Operations reporting
Refreshed capacity, revenue, staffing, churn, and data-quality reporting.
Human boundary: Leaders interpret results and make decisions.
The managed model
Your team owns the judgment. Susan owns the operating loop.
The work does not end when an automation runs once. Susan stays responsible for monitoring, integration changes, recurring exceptions, and the controlled expansion of the workflow.
- 01
Observe
Follow one real case from its trigger to the final system update, including workarounds and exceptions.
- 02
Document
Define inputs, systems, rules, approval points, evidence, and the accountable process owner.
- 03
Deploy
Run a bounded workflow beside the team with least-privilege access and deterministic checks.
- 04
Manage
Monitor runs, repair failures, maintain integrations, and expand only after the first scope is controlled.
Readiness
The best prepared firms document the real process.
Essential workflow knowledge cannot live only in an employee's head. Record a complete case, turn it into controlled documentation, validate it with another employee, and assign an owner who keeps it current. Better documentation improves continuity today and makes reliable agent deployment possible.
Use the CPA agent readiness framework →A strong first-workflow signal
- The workflow happens every week or every day.
- A process owner can show what correct work looks like.
- Inputs and destinations exist in accessible business systems.
- Exceptions can be named and routed to an accountable person.
- The firm wants an operating partner, not another unattended tool.
Bring one workflow
Leave with a clearer agent boundary—not a generic AI pitch.
We will map the trigger, systems, checks, exceptions, approval points, and measurable result for one recurring accounting workflow. If the process is not ready for an agent, we will identify what needs to be documented or standardized first.