# AI agents

3 articles

Your client's agent can reach their bank. It can't reach you.

Your client's agent can reach their bank. It can't reach you.

Every system in your client's business is becoming something their AI can reach and act on — their bank, their payroll, their card processor. Every one except the firm that's supposed to be the most intelligent of the lot. Here's what it looks like when an accounting firm designs for the agent, not just the person — and why you start with the contact nobody enjoyed anyway.

Peter McCarroll
Peter McCarroll
Three things change once you have an agent

Three things change once you have an agent

A working agent is a one-off; a practice runs on systems. Three things have to happen for a single agent to become practice infrastructure — it persists across time, ports across clients, and composes with other agents into chains. This piece names the operational disciplines, the platform differences, and the manual chain that lets most CAS practices start today.

Peter McCarroll
Peter McCarroll