AI Automation Insights & Resources
Expert insights, guides, and perspectives on AI automation, custom AI agents, and intelligent business solutions.
15 August 2025•Rohit Parmar-Mistry
Your CRM is a Database, Not a Doer: The Shift to AI Partnerships in Accountancy
Accounting firms invest heavily in CRMs, but they remain passive databases that require manual work. Discover why a true AI transformation partnership, focused on building active, automated systems, is the key to unlocking real efficiency and growth.
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1 August 2025•Rohit Parmar-Mistry
The Human Side of AI: Protecting Client Relationships in an Automated World
Accountants fear AI will damage client trust, but this fear is misplaced. Learn how to automate the process, not the relationship, to become more present, prepared, and proactive for your clients.
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