90-Day Roadmap: How to Implement AI Into Your Accounting Close Process

Integrating AI into your accounting close can feel like a monumental task, but it doesn't have to be. We've created a straightforward, actionable roadmap to guide you through the process, breaking it down into manageable steps and timelines. 

This guide provides a clear path to help you successfully implement AI, transforming your close from a manual marathon into an efficient, automated workflow. You can be up and running in just 90 days.

We share how to:

• Establish clear objectives and build a strong foundation for a successful AI integration.
• Audit your current workflows to identify the best opportunities for automation.
• Manage the implementation and training process to ensure a smooth transition.
• Monitor performance and scale your AI usage for continuous improvement.

Your accounting close process can get unparalleled support from AI, and we’re here to show you how — one step at a time. You’ve got this!

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