I did something recently that genuinely surprised me.
I used AI to review a full set of year-end financial statements. Not summarise them ... actually review them. It opened the accounts, checked the numbers, flagged errors, and corrected mispostings directly inside QuickBooks Online.
Some of it was remarkable. Some of it was concerning. Both reactions are appropriate.
So next Wednesday — 3 June, 4pm UK / 11am ET — I'm going live for 60 minutes to show you exactly what happened.
I'll cover:
- Why agentic AI changes everything accountants thought was possible
- What happened when I used AI to review my own year-end accounts
- Whether junior bookkeeping and data-entry roles are genuinely at risk
- The hidden limitations I discovered during real-world testing
- Why privacy and client confidentiality are now the most important conversations your firm needs to have
This isn't theory. This is me showing you what I actually tested ... what worked, what didn't, and what it means for your firm.
👆 Head to the Calendar tab 👆, find the June 3 event, and add it to your calendar. The Zoom link is right there.
What's your gut reaction — do you think AI can genuinely replace parts of what accountants do? 👇