AI-driven automation can improve efficiency in accounting firms, but automating poorly designed processes can also amplify errors and weaken existing controls. In Workflow Thinking: Automating Accounting Work Without Losing Control, Uttam Pai explores why effective automation begins with understanding how accounting work is performed rather than selecting the latest technology.

The session introduces a workflow-first approach to identifying repetitive activities, recognizing potential errors, and distinguishing between tasks suitable for automation and those requiring professional judgment. Through a practical demonstration, participants will learn how to map an accounting workflow from start to finish, identify critical review points, and evaluate opportunities for process improvement.

A live build demonstrates how a recurring accounting workflow can be redesigned and automated while retaining appropriate human oversight. The session emphasizes the importance of establishing clear responsibilities, integrating controls into automated processes, and ensuring that efficiency improvements do not compromise accuracy or accountability.

The session also provides a practical framework for evaluating automation opportunities across accounting functions. Participants will gain insights into assessing workflows based on their suitability for automation, potential efficiency gains, and control requirements. For partners and practice leaders, the session offers a structured approach to prioritizing AI investments, evaluating automation proposals, and building reliable, scalable processes that continue to support professional judgment.

Earn 2 CPE credits at this event. Register today!

 

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