AI Automation Insights & Resources

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AI automation insights and business process optimization guide for Your CRM is a Database, Not a Doer: The Shift to AI Partnerships in Accountancy

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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