Humans+Agents Platform
Track your team's work. See where AI isn't being used. Close the gap. The Humans+Agents Platform is how CAS practices move from scattered AI experiments to structured, measurable, firm-wide adoption.
The Problem
You've bought licenses. You've shown demos. Maybe someone built a prompt that worked once. But walk through your office tomorrow and watch: the same manual processes, the same bottlenecks, the same pace. The gap isn't access — it's operational infrastructure.
No Visibility
Who on your team is using AI? On which tasks? How much time is it saving? Without answers, you're managing transformation by guesswork.
No Structure
Individual prompts and one-off wins don't compound. Without a system that connects them, each experiment dies in isolation.
No Path
The biggest bottleneck in AI adoption isn't technology — it's knowing where to start and what to do next. Your team needs workflows, not inspiration.
How It Works
The platform is built around a simple model: log what you ship, see where AI isn't being used, and close the gap.
Your team logs what they produce throughout the day — client deliverables, workpapers, tax prep, whatever they ship. For each entry: how it was produced (manually, with an SOP, or with an agent), whether AI was involved, and how much time AI saved. This is where the data comes from.
Every deliverable gets categorized into one of four columns: Manual, With SOP, With Agent, or Swarm. The goal is to move work from left to right. When month-end close tasks pile up in the Manual column, that's your signal. A visual roadmap that updates itself as your team logs work.
A firm-wide stream showing what your team is working on and how they're producing it. See who's using AI effectively, who isn't, and where knowledge-sharing opportunities exist. For a 10 – 30 person CAS practice, this is how you spot your Champions and identify who needs support.
Two drag-and-drop publishing tools — Folio for client-facing pages (proposals, reports, landing pages) and Signal for internal documents (SOPs, team resources, onboarding materials). Your team builds with AI, then drags files into the platform to publish instantly. No technical skills required.
Training Included
The full AI Black Belt training curriculum is included as video on demand — five progressive programs that take your team from foundational skills to multi-agent orchestration.
The foundation. How to use AI effectively in your existing CAS workflows — monthly financials, client communications, workpaper prep.
Producing advisory deliverables at scale — cash flow analyses, financial health assessments, client development plans. Work that used to take hours now takes minutes.
Using AI to diagnose and fix operational bottlenecks — inconsistent processes, undocumented workflows, month-end close procedures that take twice as long as they should.
Building knowledge systems that make your AI tools smarter about your specific practice every day. Your methodology, your client patterns, your engagement workflows. The competitive moat.
Deploying multiple AI agents that work together — automated client check-ins, parallel engagement support, scaled advisory delivery. This is how you serve more clients without filling more calendar slots.
Ready to Use
The biggest bottleneck in AI adoption is your team wondering what to type. The platform eliminates it.
Organized by business function using the APQC Process Classification Framework. Navigate through four levels — function, process group, process, and specific workflow — to find exactly what you need. Each prompt is interactive and structured, walking your team through the process step by step. Copy, paste, and go.
Complete toolkits across 7 functional areas: Strategy, Sales, Operations, Marketing, IT, HR, and Finance. Each package includes a process guide, context documents, a worked example, and a quality checklist — with both an agent workflow and a consultant workflow. For CAS practices, start with Finance, then look at Strategy and Operations for advisory leverage.
Support
Strategy and implementation guidance from someone who understands CAS operations. Not a help desk — a partner who knows your practice and your goals.
Technical issues resolved quickly. Your team stays focused on the work, not the tool.
Every Friday — questions answered directly, recordings uploaded to the platform. Your team gets real-time support as they build.
The Methodology
The Humans+Agents operating system was developed by Steve Cunningham and has trained professionals at Meta, Microsoft, PwC, and Deloitte. The AI Accountant adapts this system specifically for CAS practices with 5 – 50 staff — the workflows you run, the clients you serve, the economics you navigate.
Results
"I signed up my lead accounting manager, Chris. The amount of changes he has made within the company since that day has been unprecedented. We've developed a Client Strategy Hub that acts as the centralized source of information for our clients. It would not have been possible without this initial groundwork."
"Peter's Black Belt program wasn't just informative — it was hands-on, technical, and deeply practical. Each step built on the last, and before long, I found myself going further than I ever expected. He didn't just teach me how to use AI. He taught me how to see its potential."
"What surprised me most was how quickly AI became more than a novelty. With Peter's help, I started using it on a deeper, more actionable level — a tool to save time on everyday tasks and make real progress on major projects that used to feel heavy or slow."
Your Move
The platform gives you visibility, structure, training, and 1,500+ ready-to-use workflows — everything your team needs to make AI operational.