AI-Native Systems Are Essential
True transformation in accounting comes from adopting AI-native platforms, built entirely around AI—not retrofitted legacy systems.
Urgency Driven by Workforce Crisis
A shrinking CPA workforce and rising complexity make AI adoption urgent for efficiency and competitiveness.
Start Small, Prove Value
Firms should begin with high-impact, low-effort workflows like bank reconciliations and month-end close automation to quickly demonstrate ROI.
Cultural Shifts Are Critical
Adoption barriers include perfectionism, resistance to change, and fear of obsolescence. Leaders must reshape mindsets and lead by example.
Align People, Process, and Tech
Success requires integrated change across roles, workflows, and technology, turning AI into a firm-wide growth strategy, not just a tool.
Key Takeaways
Stay informed on the Accounting technologies that matter in 2025
Sasha Orloff is a serial fintech entrepreneur and the founder of Puzzle, the first truly AI-native general ledger built for modern businesses.
Sasha Orloff
Founder @ Puzzle
Learn More
Matt Tait leads Decimal, a modern accounting firm that combines human expertise with cutting-edge technology to deliver proactive, strategic financial support to businesses.
Matt Tait
CEO @ Decimal
Learn More
Shlomo Agishtein leads AI development at Trullion, an AI-native accounting automation platform specializing in lease accounting, revenue recognition, and audit workflows.
Shlomo Agishtein
Director of AI @ Trullion
Learn More
About the Authors
