Wiltshire Dorsey
Agentic AI for Accounting
Adding AI agents or chatbots on top of existing systems can improve analysis, but it does not perform the work itself.
To make AI do the work, we start with the actual process — the spreadsheets, documents, and day-to-day tasks — and convert them into structured language.
From there we build individual agents that can replicate the work. This process is time-consuming and requires close collaboration.
That is why we work directly with the client’s team, transforming roles and capabilities so they become part of the solution. Together we turn tribal knowledge into reliable agents that allow accountants to operate at a higher level.
Problem & Solutions
The Problem
Adding AI tools on top of existing systems can improve analysis and reporting. It does not, however, change how the underlying work is performed.
Much of the real effort in accounting still sits outside the ERP — in spreadsheets, email chains, informal procedures, and the experience of individual staff members. Until that knowledge is captured and structured, AI agents cannot reliably take on the work.
Converting these processes into structured form takes time and close attention. It requires examining each task, understanding exceptions and judgment points, and redesigning roles around the new agents. This is slower and more involved than simply deploying a generic AI layer.
The Solution
We begin with the work itself. Together with your team, we identify the processes that still depend heavily on spreadsheets and manual effort — particularly those that are essential to the close, such as reconciliations, accruals, and related schedules. We convert that knowledge into structured language and build agents capable of performing the work.
At the same time, we train your team to monitor, refine, and expand the system. The goal is not only to deploy agents, but to transfer the capability so your accountants can continue developing and overseeing them.
This approach keeps development costs manageable, improves adoption, and raises the value of the existing team.
As agents take on more of the preparer work, the accountant’s role shifts
The New Role of the Accountant
From preparer to reviewer, analyst, and overseer
Monitoring agent activity, logs, and variances
Handling exceptions and items that require judgment
Maintaining and improving the structured knowledge (the Library)
Working directly with the agents
Serving as the internal point of expertise for the system
The goal is to raise the level of the work, not simply to reduce headcount.
What’s Included
Information gathering and process review
Training your team to convert work into structured language
Building the company-specific knowledge structure
Design and deployment of the agents
Secure connections to your systems
Cloud hosting and data storage
Ongoing system maintenance and upgrades
Ongoing fees cover cloud hosting, data storage, system monitoring, and core maintenance of the agents and infrastructure. Additional services — such as developing new processes, expanding the Library, or providing extra training and support — are available as needed and quoted separately.
Let's Keep in Touch
Ready to unlock new possibilities? Reach out to schedule a complimentary consultation and explore how we can accelerate your next milestone.
Our Expertise
Our team brings together deep accounting knowledge and practical technology experience. Collectively we have backgrounds in corporate accounting, CPA-level work, financial systems consulting, ERP environments, database design, and artificial intelligence.
For development and infrastructure we work with established technical partners who maintain SOC 2 Type II certification, have extensive software engineering experience, and bring their own proven intellectual property and development practices.
This combination allows us to design agents that are grounded in real accounting processes while meeting professional standards for security, reliability, and maintainability.
How to get in touch