# CAS Practice

9 articles

Weekly AI Roundup

Weekly AI Roundup: The platforms are repricing your service line

Intuit attached a public price tag to AI-driven close work at $8 per client per month, Sage rebuilt its portfolio around agents at Sage Future, and the standalone tools you pay for every month shipped AI rebuilds the same week. The bookkeeping service line is being absorbed into the platform subscription in front of you. The 71% trust gap from Sage's IDC research is the only thing slowing it down — and trust is a lagging constraint, not a permanent one.

Peter McCarrollMay 4, 2026

Building AI Workflows

Agent Builder 3: Your AI doesn't know who your client is

For months I've been writing about client context like its meaning is obvious. It isn't. This is the article where we stop talking about context engineering in the abstract and actually build one — a single document that makes every agent you run for a client better, and that lets you take the same agent to every other client just by swapping files.

Peter McCarrollMay 2, 2026

The Advisory Edge

Thomson Reuters' 2026 report says your clients want you using AI. Two-thirds don't know if you are.

Thomson Reuters' 2026 report says 74% of tax clients want their firms using AI. Two-thirds have no idea if their firm is doing it. The fix is making the AI work you're already doing visible — one sentence at the start of your next client meeting.

Peter McCarrollMay 1, 2026

Building AI Workflows

Three tests every firm needs before the next AI vendor breaks something quietly

For six weeks, the AI tool most CAS firms now run on was producing degraded output, and the vendor didn't know until customers complained. Three tests every CAS firm should build this month — drift detection, portability evaluation, and version trail accountability — to know when your AI vendor breaks something quietly.

Peter McCarrollApril 29, 2026

Weekly AI Roundup

Weekly AI Roundup: The partnership track just got smaller, again

KPMG cut 7% of its US audit partners. OpenAI reclaimed the model frontier with GPT-5.5 the same week Anthropic published a quality post-mortem on Claude Cowork, and Salesforce, OpenAI, Microsoft, and Google all shipped agent-first infrastructure in five days. The pattern beneath the news: partner equity, vendor strategy, and per-seat pricing are no longer safe harbors.

Peter McCarrollApril 27, 2026

What's Getting Automated

Where to Place Your First AI Agent in Accounting

Your first agent shouldn't live inside your accounting platform. Start where the door is already open.

Peter McCarrollApril 25, 2026

Leading AI Adoption

The McKinsey AI leadership gap

Accenture just cut 11,000 and trained 70,000 in AI — what CEO Julie Sweet called "exiting people where reskilling isn't viable." McKinsey's data says only 14% of firms have leaders like that. If your practice's AI investment isn't producing results, the bottleneck isn't your tools or your team. It's you.

Peter McCarrollApril 20, 2026

The Advisory Edge

Are you using AI to solve a cost problem or a revenue problem?

Most CAS practices are using AI to solve a cost problem. PwC's April research shows that's the 80% position — and it caps your upside. Here's what the 20% are doing instead, and why your niche is the prerequisite for getting there.

Peter McCarrollApril 19, 2026

Weekly AI Roundup

Weekly AI Roundup: The deferral window just closed

PwC and Accenture both restructured around AI this week. Anthropic shipped Opus 4.7 and quietly moved enterprise billing to per-token pricing. OpenAI bought its way into personal finance. Here's what a week like this means if you're running a CAS practice.

Peter McCarrollApril 19, 2026