AI is transforming accounting, but moving beyond basic AI tools requires a new approach to how work is performed. In ‘Make Your Team AI-Ready: Build Your First AI Agent’, explore how accounting professionals can move from using AI for drafting and research to developing intelligent agents that support real accounting workflows.
The session examines how AI agents differ from traditional chat tools, where they can add value across accounting functions, and why professional judgment remains essential. Through a live demonstration using Microsoft Copilot Studio, participants will see how an AI agent and an automated workflow are developed for a practical accounting task.
The session introduces the essential components of agent development, approaches to selecting suitable accounting activities for automation, and the testing and human oversight required before AI-generated outputs can be relied upon in client work. The emphasis is on practical implementation without requiring programming knowledge or previous experience building AI agents. The session also introduces the Miles AI-in-Accounting Competency Framework, helping professionals understand the skills needed to progress from individual AI readiness to broader adoption across accounting teams and firms.
Participants will gain a structured approach to assessing their current capabilities, identifying valuable AI opportunities, and determining where human expertise must remain central to the process.
Earn 2 CPE credits at this event. Register today!