AI Academy

Learn AI for accounting

Practical guides for accountants navigating AI — from evaluating your first tool to automating entire workflows.

Learning paths

Choose your path

Curated guide sequences organized by goal. Each path takes 30–45 minutes.

Getting Started with AI — Zero to Confident

A 5-guide sequence for any professional who wants to start using AI without the overwhelm. Start here if you're evaluating AI for the first time.

5 guides · 45 min

The Decision-Maker's Path

For partners and firm leaders building the case for AI adoption. Covers evaluation, risk, ROI, and how to get buy-in from skeptical stakeholders.

5 guides · 45 min

Automating What Slows You Down

Practical guidance on automating the most time-consuming parts of your workflow — document processing, financial operations, and client communication.

4 guides · 35 min

Evaluating AI Tools Like a Pro

A focused path for anyone actively shopping for AI tools. Learn to spot low-value tools, calculate real costs, and assess vendor reliability.

4 guides · 35 min

All Guides

Workflow8 min read

Building an AI-Ready Tech Stack: Integration as the #1 Criterion

Why integration matters more than features when choosing AI tools, and a framework for evaluating how new tools fit into your existing software ecosystem.

Workflow8 min read

Solo vs. Team: How Practice Size Should Change Your AI Strategy

The tools and approach that work for a solo practitioner are fundamentally different from what a 20-person firm needs. Here's how to think about AI for your specific situation.

Workflow8 min read

AI for Client-Facing Communication: Where Automation Helps vs. Where It Hurts

Document collection, status updates, scheduling, follow-ups — where automation improves client experience and where it risks feeling impersonal.

Workflow9 min read

Automating Repetitive Financial Workflows Without Breaking What Works

Which recurring processes are safely automatable, which need human judgment, and how to introduce automation incrementally without disrupting your practice.

Workflow9 min read

Reducing Manual Data Entry: How AI Handles Document Processing

Receipt scanning, invoice extraction, document classification — the unglamorous work AI does best. What to expect in practice, including error rates.

Foundational9 min read

Building a Business Case for AI Adoption at Your Firm

How to frame AI adoption for skeptical leadership. Includes a one-page proposal template with the metrics that actually convince decision-makers.

Foundational8 min read

How to Evaluate AI Vendor Stability Before You Commit

AI tools come and go. Here's what to check before building your workflow around any vendor — and how to maintain flexibility if things change.

Foundational8 min read

The Wrapper Problem: Spotting AI Tools That Don't Justify the Price

Many 'AI-powered' tools are thin layers over general-purpose models. Here's how to tell which tools offer genuine value — and which ones you could replicate with a $20 subscription.

Foundational9 min read

AI Accuracy and Trust: When to Rely on AI Output and When to Verify

AI tools are not equally reliable across all tasks. Here's how to calibrate your trust — know where to lean on AI and where human review is non-negotiable.

Foundational8 min read

The Real Cost of AI Tools: Subscription Math That Actually Matters

AI tool pricing is deceptively simple. Here's how to calculate the actual cost — including the hidden expenses most people miss — and decide when free tools are enough.

Foundational10 min read

Your First 30 Days with AI: A Low-Risk Adoption Plan for Any Practice

A week-by-week plan for testing your first AI tool without disrupting existing workflows. Start small, measure results, decide with data.

Foundational9 min read

A Practitioner's Framework for Evaluating AI Tools

The 5 questions every professional should ask before subscribing to any AI tool — and the red flags that should make you walk away.

Foundational8 min read

Getting Started with AI Bookkeeping Tools

A practical, no-fluff introduction to AI-powered bookkeeping — what it actually does, where it saves time, and how to evaluate your first tool.

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