
Smarter firms, stronger teams: AI-powered intelligence for bookkeeping and accounting
A Talk by Cassandra Scott (Bookkeeping Industry Specialist, XBert)
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About this Talk
What if your practice could tell you when something’s off—before it becomes a problem?
In this session, we’ll explore how AI-powered work intelligence is helping bookkeeping and accounting firms monitor data quality, team performance, and workload capacity in real time. It’s like having a second set of eyes on your practice—without adding headcount.
You’ll learn:
- How to use AI alerts to spot errors, bottlenecks, and gaps in your workflow
- How team leaders are using performance insights to prevent burnout and improve delivery
- Why “practice intelligence” is the new secret weapon for scale and client satisfaction
- What firms are doing to turn these insights into action and results
- How this tech integrates with your existing tools—no overhaul required
If you're serious about scaling without chaos, this session will show you how to run a smarter, more resilient firm.