How Forward Thinking Firms Are Balancing the Books with AI

How Forward Thinking Firms Are Balancing the Books with AI

AI is no longer a futuristic concept in accounting - it is a present-day imperative. As this technology reshapes the business landscape, accounting firms must transition from curiosity to capability. The firms that thrive are those that adopt AI-native platforms, not as add-ons to legacy tools, but as fundamental shifts in how work gets done.

AI is no longer a futuristic concept in accounting - it is a present-day imperative. As this technology reshapes the business landscape, accounting firms must transition from curiosity to capability. The firms that thrive are those that adopt AI-native platforms, not as add-ons to legacy tools, but as fundamental shifts in how work gets done.

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

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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

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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

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About the Authors

©Mastermind 2025

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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

NASBA ID: 137505

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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

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NASBA ID: 137505

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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

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©Mastermind 2025

NASBA ID: 137505

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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

Company

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©Mastermind 2025

NASBA ID: 137505

Social

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Facebook

Get Help

NASBA ID: 137505

Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

Stay in the know

©Mastermind 2025

NASBA ID: 137505

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Facebook

Get Help

NASBA ID: 137505

Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

Stay in the know

©Mastermind 2025

NASBA ID: 137505