Artificial intelligence is everywhere — but what tools are Client Accounting Services (CAS) firms actually using in 2026 to transform workflows, improve accuracy, and deliver more value to clients? In this episode, we go beyond the buzz and explore the real AI technologies that are making a measurable impact in modern accounting practices.

You’ll learn:

• Which AI tools and features CAS firms are adopting right now

• How AI is improving core tasks like reconciliation, reporting, and forecasting

• Practical use cases that go beyond generic chatbots

• Common pitfalls and best practices for implementation

• How to evaluate AI tools based on real firm needs

Whether you’re leading a CAS practice or planning your AI strategy, this episode gives you actionable insights into what’s working today — and how to harness AI to drive smarter, more efficient service delivery.

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