Karbon (AI)
Get your first look at your firm's true AI operating system with Kai, the AI coworker that knows your clients, work and team. See how intelligent automation embedded into your practice management allows your team focuses on higher-value work.
Why I quit accounting to fix it: Lessons from an accountant turned AI founder
While 80% of accountants believe they deliver exceptional client service, only 8% of clients agree. OUCH! In this candid session, Fi shares why she traded in accounting for tech, to tackle what’s truly broken: client experience. Fi will share how her close work with SMEs exposed a growing gap between how accountants operate and what clients now expect - and ultimately what drove her to build a better way forward. Expect honest lessons on where firms lose clients, how expectations have shifted, and what accounting must fix fast to stay relevant, valued, and human in the AI era.
How marketing and client experience work together in the perfect loop
A candid fireside chat with the avengers of marketing, join the @accountant_she team to lift the fourth wall as we dive into how striveX analyses data, uses language, makes micro changes, integrates and improves the workflow and client service delivery that has scaled their firm rapidly whilst scaling client experience.
Growth through M&A: Baby boomers, opportunity and risk
The UK is approaching a major exit crunch. Baby Boomers own 37% of UK businesses, rising to 66% when including owners aged 50+, many of whom will seek to exit at the same time. For CFOs, the risk is clear: without early value creation, most businesses will fail to attract buyers and face costly solvent liquidation. As organic growth is unlikely to deliver £1m+ EBITDA and an attractive multiplier, this session explores how CFO and Accountants should take the lead to help owners execute a successful buy‑and‑build strategy to build value and enjoy a successful exit in a buyer’s market.
Copilot & Agents in Finance: Automating the admin, freeing up the analysis
Daniel Booth from mhance walks through how Copilot and Agents are being used in finance teams to automate reconciliations, streamline reporting, and cut down on repetitive admin work, and how these fits with the wider Microsoft 365 stack :Teams, Outlook, Excel, and Dynamics.
You'll leave this session able to:
Set up a Co-pilot-assisted reporting workflow using tools your team already has in Excel and Dynamics
Build a basic case for where to start with AI adoption in your own finance function, based on time saved on routine processing