AI for Accountants Is Getting Real – Are You Ready?
This week on Digi-Tools in Accrual World, we’re looking at what might be the most significant tech shift the accounting profession has ever faced. AI agents are no longer just theory.
Sage, QuickBooks, Karbon and others are now rolling out tools that automate accounting and bookkeeping workflows - with everything from categorisation and reconciliation to forecasting and client emails.
If you're trying to stay up to date with digital transformation in accounting, or want to learn about using AI in finance - this episode is for you!
We cover: • The beginning of the end for month-end • AI agents that clean your books, chase debtors and forecast cashflow • Sage Copilot and X3 updates • Thomson Reuters launching AI tax review tools • Karbon’s integrated tax workflows and pricing intelligence • UK influencers facing FCA action over financial misinfo • The Accounting Excellence Awards 2025 shortlist • Scoro on why PSA tools matter more than ever for growing firms
0:00 Coming Up 01:17 Welcome to the Digi-Tools in Accrual World Podcast 04:46 App News:
05:01 AI is bringing about the end of month-end 09:38 Sage unveils AI-powered task automation with agents 12:24 Intuit reveals AI agents coming to QuickBooks 18:08 Sage previews Copilot capabilities for X3 platform 19:34 Thomson Reuters launches Agentic AI for tax and accounting 21:16 Karbon launches end-to-end tax workflows, AI tools, and practice intelligence 27:22 UK influencers arrested in multi-million pound tax fraud case 29:10 Accounting Excellence Awards 2025 finalists announced
32:22 Scoro: The Role of PSA in Modernising Operations and Finance 43:56 Thanks for listening - remember to rate and subscribe to the podcast!
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