The Problem
Picture a 10-person accounting firm in Farmington Hills. Its senior CPAs spend close to 60% of the billable day reconciling mismatched ERP data between client systems and the firm's own ledger by hand. The work is repetitive, and the most expensive people in the building are doing it. Two senior staff flagged burnout in their last reviews, and advisory work has stalled because the people who should be doing it are stuck in reconciliation.
The Solution
The AI Readiness Audit comes first, to confirm that reconciliation is the right first target. The build is a single reconciliation agent. It reads the mismatched data from both systems, applies the firm's reconciliation logic, sends anything below a set confidence threshold to a person for review, and syncs the resolved entries automatically. It runs on the tools the firm already has, with no new software platform.
- Automated ERP-to-ledger reconciliation agent
- Confidence-scored exception routing for human review
- Direct sync to existing accounting platform
- 4-week build sprint including team training and documentation
The modeled results
Before
~60% of billable day
After
< 20% of billable day
Before
0
After
15–20 hrs
Before
Stalled
After
Growing
Before
Elevated
After
Stabilized
The goal is to give accountants their time back. When senior staff stop spending 60% of the day on reconciliation, they have room for the advisory work clients pay more for.How Oakland County professional services firms are using AI