This Week in Accounting AI

Is the Intelligent Layer Coming for Accountants, or Amplifying Them?

Fresh off the Wiss Labs Bourbon & Bookkeeping event, Paul Peterson and Matt Barbieri unpack the three biggest questions a room full of CFOs, controllers, and founders brought to the table: How do AI agents handle audit trails? What about hallucinations? And the one everyone wants to ask — are accountants about to lose their jobs? Plus, why the new "intelligent layer" running over the ERP is making context the most valuable asset in accounting.

Are Accountants Being Left Out of Their Own AI Revolution?

Fresh off the BDO Annual Conference and meetings in San Francisco, Paul Peterson and Matt Barbieri get real about what's actually happening with AI adoption in accounting, and what's not. Drawing on candid feedback from Wiss staff who piloted AI tools through busy season, they dispel two big myths: that AI means fewer accountants, and that AI tools can be distributed like traditional software. In this episode: * Why "max your tokens" mandates are killing AI adoption * The hidden cost of implementation that VCs and founders keep missing * Why mandated AI is the case most easily headed for failure * How accounting is shifting from a back office to a front office function * A direct message to startups and VCs: stop treating this like a SaaS rollout A candid, unrehearsed conversation about why the profession has been undervalued, and why the path forward requires real partnership between accountants, founders, and investors.

Rillet Recon Takeaways: Why Is Your Accounting Always an Afterthought?

For 30 years, ERPs have been built for operations, and the general ledger got bolted on as an afterthought. Paul Peterson and Matt Barbieri argue that's exactly why so many finance leaders say "the accounting blows", and why it was never an accountant problem in the first place. Fresh off Rillet Recon 2026, Matt shares what he saw in the room: a community that feels more like an apprenticeship than a conference, a live moment where 100 Claude licenses got handed out on the spot to attendees who'd never logged in, and an AI adoption gap in finance that's now an either-or, with very few in the middle. From there, Paul and Matt dig into the harder questions. Why are companies hiring FP&A teams to do work their accountants are already trained to do? When a growing company outgrows QuickBooks, what's the right way to evaluate an ERP, without starting with the tool? And what does it actually look like to put accounting back at the center of the system, instead of bolted on at the end? A candid conversation about what's broken in accounting systems, what Rillet is getting right, and what every finance leader should be asking before their next system decision.

From Input to Intelligence: Is it time to rethink offshoring?

Paul Peterson and Matt Barbieri make the case that offshoring is a bandaid, not a fix, and that CFOs evaluating accounting partners need to stop asking "how cheap?" and start asking "how are you building intelligence on my business?" They unpack why context is the new competitive advantage in the AI era, why tribal knowledge is the real moat, and the specific questions every CFO should be asking before signing with a firm, from data security to deliverables to who actually owns the knowledge being built. Source:  https://paulpetersonwiss.substack.com/p/title-why-does-accounting-have-to

Is AI Actually Making Tax Season Easier?

Tax season is over. The real work is just beginning. In this episode, Paul Peterson and Matt Barbieri pull back the curtain on what actually happens inside an accounting firm during busy season, and why, despite billions spent on software and a wave of AI optimism, this year was harder than the last. They get honest about the hidden costs of AI adoption, why offshoring is a band-aid not a fix, and why the most valuable thing an accountant holds isn't a tax return, it's context. Source: https://paulpetersonwiss.substack.com/p/title-why-does-accounting-have-to