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The AI operating system under the advisory firm you promised

The AI operating system under the advisory firm you promised

Six layers — firm identity, tech stack map, client registry, workflow templates, agent slots, monitoring. Four of them have real value with zero AI agents running. Most CAS firms don't have any of them in deliberate form, which is why their AI investments keep producing chatbots wearing the firm's logo instead of real changes to how the practice operates.

Peter McCarroll
Peter McCarroll
Quality control in AI bookkeeping: what's the human for?

Quality control in AI bookkeeping: what's the human for?

Ian Crosby, the founder behind Bench, just launched an AI service that does a small business's books for $49 a month. The reflex is to argue AI isn't good enough yet — but that's the wrong question. As production automates and the data stops arriving pre-trusted, the durable human role moves to quality control: catching what the AI gets wrong, standing behind the numbers, and turning that into advice.

Peter McCarroll
Peter McCarroll
Weekly AI Roundup for Accountants: The week the bookkeeping tier got its agents

Weekly AI Roundup for Accountants: The week the bookkeeping tier got its agents

Anthropic shipped Claude for Small Business on Tuesday with Intuit's on-record endorsement and 15 ready-to-run workflows that map onto every line of a small CAS practice's bottom-tier invoice. Two days later, Synthetic raised $10M for the same bet at $49 a month. Add Xero's FY26 results, XeroForce, and PwC's new Anthropic-anchored Office of the CFO, and the diagnostic question this week leaves unanswered is the one your engagement letter has to answer: who pays for quality control on the agents' work?

Peter McCarroll
Peter McCarroll