Artificial intelligence is transforming the way accounting firms operate — driving efficiency, enhancing client service, and enabling data-driven decision-making. But how do you move from interest to action ?
Participants joined Heather Satterley [CPA at The Woodard Report] for a candid fireside chat with Eric Zhou, Chief Accounting Officer at Brex, as they explored how accounting professionals can take their first steps with AI. Eric shared his insights on how AI is being used across the finance function at Brex, how to identify low-risk starting points for implementation, and why experimentation is key. This session left you with practical guidance and a clearer understanding of how to explore AI in your firm —without needing to be a tech expert.
Whether you’re curious about AI’s potential or looking for a roadmap to adoption, this conversation provided actionable takeaways to help you get started.
