Your AP AI can't pass an audit — here's what auditors are already asking

Chat becomes a workflow — audit log included

Summary: Savant Labs extends Claude and Microsoft Copilot so plain-language instructions execute as deterministic, repeatable workflows wired directly to your ERP — with data lineage, human review checkpoints, and compliance reporting built in. Why it matters: Most firms already use Claude or Copilot for drafting and research; Savant closes the gap between "AI helped me think through this" and "AI ran this process the same way every time with a full audit trail." Catch: Built for firms with an ERP already in place — solo practitioners on QuickBooks Desktop or a basic cloud stack won't get full value on day one. My take: Worth a demo if your firm is serious about moving AI from research assistant to workflow engine. The audit-readiness angle is the differentiator — governance is becoming the conversation, and Savant is positioned ahead of it. [Read more →]

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Ten AI habits firms are building without overhauling anything — The practices gaining traction are using AI to take the first pass on emails, summaries, checklists, and client deliverables — not complex implementations. Why it matters: If you've been waiting for a clear entry point, this checklist is one you can put in front of your team this week. [Read more →]

Claude Skills — stop rebuilding your prompts from scratch — Anthropic's new Skills feature lets you save reusable instruction sets in Claude so standard prompts run consistently without manual setup each session. Why it matters: Pro plan users should disable model improvement in Privacy settings before saving anything client-adjacent — the Journal of Accountancy piece walks through how. [Read more →]

AP AI — auditors are already asking to see the work — Most AP AI deployments in 2026 can't answer a basic audit question: name the model, the data, and the human checkpoint behind a specific payment approval. Why it matters: If you're advising clients on AP automation, the five architecture properties outlined here are exactly what auditors will start demanding. [Read more →]

AICPA's Lisa Simpson — AI overload is a real problem — An AICPA VP joins the Journal of Accountancy podcast to discuss managing AI tool overwhelm, alongside fresh AICPA/CIMA survey data on CPA sentiment. Why it matters: If your team is showing AI fatigue instead of adoption, this is a grounded 20-minute listen from someone who talks to thousands of firm owners every month. [Read more →]

Cap table management doesn’t have to be frustrating. From issuing grants to 409A valuations or ASC 718 reporting Pulley can make it simple. 

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If you use Claude regularly, set up a Skill for your most common task — client email drafts, engagement summaries, or meeting prep. Write your standard prompt once, save it as a Skill, and it runs consistently every time. Ten minutes to set up, weekly time saved. [Read more →]

Pilot purgatory: The world's 2,000 largest public companies are sitting on $18 trillion in unrealized AI value, blocked by poor data quality and broken processes, per Genpact/HFS Research — and the same dynamic is playing out at small CPA firms. Why it matters: Firms that will scale AI aren't buying more tools — they're fixing processes first. That's a conversation your clients may need before adding another platform. [Read more →]

AI accounting benchmarks: The AI Native Accounting Foundation handed out inaugural awards at Scaling New Heights, recognizing firms with measurable, replicable AI outcomes — not just pilots. Why it matters: This is the start of an industry-wide effort to define what good AI implementation looks like in accounting — when clients start asking your firm the same question, you'll want an answer. [Read more →]

AI governance is this week's thread — audit trails, process debt, and the gap between "we use AI" and "we can prove how AI made this decision." That gap is closing fast, and not on your timeline.

—Alex

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