AI agents // EP17

Ep17: AI agents are loose in accounting, law and finance

Can you stand behind the work?

Two things became true at once this year. Your software can now build AI agents for you, in Xero and Microsoft Copilot, even embedded straight into your ERP. And anyone on your team can build one just by describing it in a sentence. For accounting, legal, finance and advisory firms that isn't the finish line. It's the start of a whole new set of decisions, and they all come back to one test.

Based on AI Your Business Podcast2026-08-04

The short version

Building an agent used to be expert work. Now every capable person on your team can do it without asking anyone. Kim isn't telling firms to stop them, but she has a clear view on what backing your people should look like.

Where you point the technology matters more than what it can do.
A reconciliation can tie out perfectly and still be wrong. Hear why.
Who signs off an AI workflow? Kim has a firm answer.

The questions on the table

The questions Kim keeps coming back to.

  • What happens when this breaks, and how would we even know?
  • What happens when the data going in is wrong?
  • Who owns the result when an agent built the process?

How AI Collab thinks about it

That's the governance conversation, and it's what the AI for Teams Toolkit and our governance work are built to settle.

The episode closes on the risk Kim cares about most. Ep18 picks that thread up.

Frequently asked questions

Should we let our team build their own AI agents?
It's the question every firm is asking, and Kim's answer isn't a simple yes or no. She explains her position in the episode.
Why can an AI reconciliation tie out perfectly and still be wrong?
Kim walks through a payroll example that shows how it happens. It's worth hearing in full.
Who should sign off an AI workflow in a professional services firm?
Kim has a clear view on who, and why it matters. Listen for her reasoning.

Want to turn this into a practical AI plan?

AI Collab helps established Australian businesses move from interest to implementation: strategy and team capability, plus governance and custom builds that fit how your business runs.

Talk to AI CollabListen to the episode