Agentic accounting means AI workflows that don’t just draft, they act on finance and accounting tasks, with human review at the points that matter. The work focused on identifying where this approach is safe, useful, and measurable inside a real accounting team.
What shipped
- Designed agentic candidate workflows for finance and accounting operations, each with explicit human-review checkpoints.
- Embedded Claude Code, Gemini, and Codex into analysis, drafting, and solution-design pipelines.
- Set the collaboration pattern with engineering for shipping AI-enabled tooling into the internal admin stack.
Outcome
- A shortlist of candidate workflows worth piloting inside accounting operations.
- A working pattern for moving from “AI drafts” to “AI acts, humans review” without breaking the audit trail.