Hi {{firstname|everyone}},
You’ve probably heard it already: AI is coming for accounting.
We’re talking about Agentic AI, tools that don’t just follow instructions but take initiative, run entire processes, and learn as they go. And yes, it’s real. We’re using it.
If your firm is still stuck in the business of compliance-heavy, rules-based work, brace yourself. That entire layer is getting eaten up fast.
Truth is, more tech alone won’t save your firm. So what will?
Doubling down on the human work AI can’t do.
AI Will Eat the Repetitive Work
The reality is, agentic AI will do data-heavy, rules-driven work faster, cheaper, and more consistently than any human.
What used to take hours of human checking, like pulling reports, matching data, flagging anomalies, is now being done in real time.
For example, agentic AI can detect recurring payment patterns, alert you to missing invoices, generate a full draft set of management accounts, and even email your client with the summary, without you ever touching it!
Advisory and Strategic Thinking Will Be the New Currency
According to Xero’s report, 78% of small business clients say they’d pay more for proactive advice.
But most firms are too stuck in service delivery to offer it.
AI can tell you what happened. It still can’t confidently tell you why it matters or what to do next. And that’s where your value lies.
Clients don’t just want clean books. They want decisions on cash flow, growth, tax optimisation, expansion, and more.
In the AI age, your edge will come from planning, forecasting, consulting, communicating and having the confidence to guide, not just report.
Restructure Everything to Stay Relevant
Yes, that’s a challenge.
In fact, 41% of firms say “keeping up with tech” is their top challenge.
But our team has navigated that internally. When AI cuts down the hours spent on compliance, your team is freed up to shift to client-first roles.
That means restructuring responsibilities. Less focus on ticking boxes, more on insight delivery. You need people who can ask better questions, present findings, and become partners to your clients.
It also means rethinking training. Your team needs to learn how to work with AI, not fear it. And they need to build soft skills that machines can’t.
If you want to stay indispensable, the question isn’t “how do we survive AI?” It’s: How do we offer what AI never will?
How We're Helping Firms Do Just That
At Samera, we’re not just building AI-enhanced systems. We’re also helping firms transition their teams, service offerings, and client models.
That includes:
AI-powered bookkeeping and insights that handle the grunt work
Strategic offshore hiring for analyst and client-facing roles
Workflow training to build advisory-focused teams, not just task machines
If you want to protect your margins, deepen client trust and actually grow with AI instead of fighting it.
Ready to reshape how your firm works? Book a call today:
Cheers,
Arun