Financial Cents AI Demo Day
(Webinar On-Demand)
Watch the Webinar
About the Webinar
Join Thomas Gaisford and Jenna Lee Dillon for a look at the new Financial Cents AI agents.
What we’ll cover:
See how client uploads get renamed to your firm’s convention the moment they land, and how documents get checked against the request and period they were actually sent for. We’ll cover where your team approves, overrides, and stays in control, what’s coming next, and how to turn the agents on in your own account.
Streamline what you have, or see what’s next
One session, two kinds of firms. Bring your questions either way, there’s a live Q&A at the end.
The agents are already in your plan
No rollout, no new system to learn. See how to switch the agents on, fit them to your current workflows, and decide how much they handle on their own.
See the future of firm automation in action
Watch AI handle client files inside a practice management platform built for accounting and bookkeeping firms. Leave with a clear roadmap to implement AI in your practice.
Ready to take the next step?