AI + Automation for Accountants — What’s Real, What’s Next

The world of AI is moving fast. But what does that mean for your accounting practice — today, and tomorrow?

With AI dominating conversations across the industry, understanding how to apply it meaningfully (and practically) is more important than ever. At FYI, we’re focused on simplifying AI and automation for accountants — cutting through the hype to show real-world use cases, reliable results, and what it takes to get ready.

Whether you’re completely new to FYI or simply exploring how automation and AI can play a role in your practice, this session is for you.

What You’ll Learn:

• FYI’s Vision and Why It Matters: We’ll share why FYI is leading the charge in automation for accountants, what we stand for, and how top firms are using our platform to transform the way they work.
• AI in Accounting – Now and Next: Gain clarity on what AI is already doing in accounting, and hear from a panel of firms using it today. Learn what’s possible now — and what’s just around the corner.
• Live Demo of AI + Automation in Action: See real examples of how FYI’s automation and upcoming AI features are solving everyday problems, from auto-filing documents to intelligently responding to client emails.
• How to Prepare Your Practice: Find out how to get your team and processes ready for AI. We’ll cover practical steps to simplify adoption, including tips on segmentation, workflows, and building strong foundations.
• Your Questions, Answered: Get insight from a panel of FYI experts and practices already exploring the next frontier.