The accounting industry's AI playbook — in 17 sessions.
Every talk from the AI in Practice Summit, distilled into plain-English summaries, key lessons and full transcripts — so wherever you are with AI, you can take the next step with confidence. Recorded and transcribed by Vinyl.
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New to AI? You're in exactly the right place.
These are real accountants and bookkeepers — not vendors — sharing how they're using AI in their firms, explained from the ground up. No experience needed: every session has a plain-English summary, the key lessons, the tools mentioned, and a full, searchable transcript. Watch one, try a single idea, and build from there.
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Showing 17 of 17 sessions
Build Your First Internal AI Tool — A Beginner-Friendly Live Demo
A non-developer accountant shows how he built 40+ internal tools with Lovable and Claude, then live-builds a tax deadline tracker from a single prompt.
Mike Libbey
Price With Confidence — Build Your Firm's Own Pricing Tool Live
A CPA builds a firm pricing calculator live in Claude — feeding it a discovery checklist, framework docs and meeting transcripts so it prices clients profitably without hallucinating.
Anderson Peter George
Stop Missing Advisory Opportunities — How AI Turns Your Meeting Transcripts Into a Growth Engine
Trent McLaren shows how to mine client meeting transcripts for five advisory signals and turn them into prioritised, sellable services using Claude and Vinyl.
Trent McLaren
From AI Idea to Real App — How to Move Beyond Proof of Concept
Nick Ferguson's framework for taking an AI idea from a localhost proof of concept to a real, scalable app: define the problem, scope with DRAFT, and structure your data.
Nick Ferguson
Watch It Get Built — A Client Onboarding Tool Created Live From Scratch
Brian Clare builds a client tax-intake tool live in Lovable using 11 plain-English prompts — no code — with AI conditional questions and document verification.
Brian Clare
Accountants at the Frontier — AI, Trust, and the New Role of the Profession
Electra Frost on why accountants — as stewards of public trust — should build with AI, study Bitcoin, and become the verifiable "qualified human" that AI agents must find and pay.
Electra Frost
I Vibe Code. You Probably Shouldn't (Yet) — What Accountants Need to Get Right First
Two practitioners who vibe code daily explain why most accountants shouldn't yet — the real risks, where it genuinely helps, and how to build safe, deterministic utility apps.
Dave Sellick & Jonathan Gaunt
Generating AML Risk Assessments Using AI in Minutes
Corey Cacic and Trent McLaren show how to capture AML risk-assessment answers in a recorded discovery call and use AI to draft the assessment in minutes.
Corey Cacic & Trent McLaren
The Practitioner's AI Stack — 12 Months of Real Implementations
Ben Walker on 12 months building dozens of AI systems at his 35-person firm: context-rich Claude, SOPs from meetings, AI review, AML, and owning your IP.
Ben Walker
Claude Training for Accountants — AI That Works With the Systems Your Firm Runs On
Twyla Verhelst shows accountants how to use Claude with the systems firms already run on — building SOPs, advisory prep, and dashboards with intention, not just tricks.
Twyla Verhelst
Real Firms, Real Builds — What Accountants Are Creating With AI Vibe Coding Right Now
Three accountants on what they've actually built with AI vibe coding — client portals, payroll tools, a Xero operating system — plus the bugs, the build-vs-buy line, and one tip each.
Katie Johnson, Peter Magna, Liam McNamara & Trent McLaren
Ignition + Vinyl + Claude — I Built 2 Proposals in Under 4 Minutes Using MCP
Ben Walker demos the Ignition MCP with Claude and Vinyl — repricing, bulk engagement-term updates, and drafting proposals from meeting transcripts in minutes.
Ben Walker
How to Build a Financial Planning App in 60 Minutes... Without Writing Code
Mark Wickersham, a chartered accountant who can't code, shows how to plan and vibe-code a working month-end review app live using a ChatGPT-built PRD and Lovable.
Mark Wickersham
No AI Is Ever Going to Jail for You
Damon Anderson on why trust and liability — not the best model — decide who wins AI in accounting, the rise of orchestration engines, and the coming Great Reset.
Damon Anderson
5 Things You're Doing Manually in Karbon (and How AI Can Do Them for You)
Beau from Growthwise demos five manual Karbon tasks AI can handle — data clean-up, time dashboards, work reassignment, email-to-work-items and client SMS — via exports and a custom MCP server.
Beau
Copilot vs Claude — What Actually Happens When You Run the Same Task in Both
Inbal Rodnay runs the same tasks in Claude and Microsoft Copilot — invoice processing, inbox triage, Excel dashboards — to show why most firms should stay on Copilot.
Inbal Rodnay
Scaling Ahead of AI — Timing, Positioning, and Building Long-Term Upside
Martin Brennan on why he sold Onside to an AI roll-up, how firms should judge timing, and what scaling ahead of AI really demands of founders.
Jordan Vickery & Martin Brennan
20 practitioners on the mic
Accountants, bookkeepers and builders — the people actually doing this work in their firms.
From the summit blog
Recaps, write-ups and deep dives — straight from The Firm newsroom.
Every session here was captured by Vinyl
Vinyl is the AI meeting assistant & note-taker for accounting and bookkeeping firms — it records, transcribes and turns every client conversation into actions and advisory opportunities.
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