Agents vs. automation: where errors hide at close

Plus: finance teams spend 26% of their week checking AI output.

Agents versus automation: the close-time difference that matters

Automation follows a script; an agent reads the situation - and that gap shows up fast when a reconciliation gets messy.

AI is sending clients to adviser meetings with sharper questions ready

CPA/PFS advisers Oscar Vives and David Blain lay out three ways AI is reshaping client expectations - and why the advice still has to belong to the human.