When you’re thinking about how to select the right AI platform, you first want to clarify why you’re investing in one.
The goal is to find an AI accounting platform that will genuinely work for you, and that will streamline time-consuming, mundane tasks.
The following is an excerpt from “How to Select the Right AI Platform for Accounting: A Buyer’s Guide and Comparison Worksheet.”
Determine Critical Needs and Ask for Proof
AI is still new, and as of today, there are few platforms available that can understand and perform accounting tasks. As you consider the options, do your due diligence.
Make sure that the AI company you’re considering has developed technology that works as advertised.
Even in its early stages, AI technology is rapidly reinventing the workflow of accountants. When AI is appropriately deployed and developed, human input and interpretation will no longer be required.
The accountant’s new job will be to review the suggestions from the data AI provides.
Because this field is rapidly emerging, to protect your firm’s investment and your clients, make sure that the AI platform you select is adaptable to many other accounting- and ERP-related systems.
The AI platform needs to be system-agnostic, with the flexibility to connect to many different related systems.
Client-Facing User Interface (UI)
For accounting firms to deliver exceptional service to their clients, the selected AI platform should also have an attractive and easy-to-use client-facing user interface (UI).
And to cover all bases, the UI should be available as both a web-based app and a mobile app.
Why are you planning to invest in an AI platform for accounting? Share your thoughts in the section for comments below.
To learn more about selecting the right AI platform for accounting that works for you, download your copy of “How to Select the Right AI Platform for Accounting: A Buyer’s Guide and Comparison Worksheet.”