Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable.
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Innovation Insights
With Donny Shimamoto and Byron Patrick
Center for Accounting Transformation
An accountant builds a dashboard that pulls information from several systems. A proposal generator turns service selections into a polished PDF. A homemade utility eliminates a tedious step in the monthly close.
Then comes the question that changes everything: How do I let my team use it?
In this episode of Innovation Insights, Donny Shimamoto and Byron Patrick explore the distance between a promising personal tool and software an accounting team can depend on.
AI makes building easier, they say, but sharing, securing, supporting, and maintaining what you build requires a different level of preparation.
For accountants eager to experiment with AI agents and “vibe coding” — using natural-language instructions to have AI generate code — the conversation offers both encouragement and a reality check.
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