Strategic Automation: Agentic AI Platform Applications for SMBs and Accounting

📋 Overview

Moving beyond simple prompt-and-response interactions, this course explores the emerging world of Agentic AI—systems capable of autonomous reasoning, planning, and executing multi-step tasks. We will examine how these 'agents' differ from standard LLM chats and how they can be integrated into business systems to deliver tangible value. Participants will learn about current platform applications, the role of large models in automation, and specific use cases tailored for small-to-medium businesses (SMBs) and public accounting firms. The session also addresses critical considerations including security risks, data privacy, and the strategic benefits of deploying autonomous agents in professional environments.

👥 Who Should Attend

CPAs, accounting firm partners, SMB business owners, CFOs, and technology consultants looking to move beyond simple prompting into automated workflows.

🎯 Learning Objectives

• Define Agentic AI and distinguish its capabilities from standard large language model prompting.
• Identify key Agentic AI platforms and consumer tools such as Claude Desktop and their business applications.
• Analyze specific use cases for Agentic AI within SMB operations and public accounting workflows.
• Evaluate the security, privacy, and ethical risks associated with deploying autonomous AI agents.
• Develop a framework for integrating Agentic AI into existing business systems to enhance productivity and value delivery.

📚 Major Topics

1. The Evolution of AI: From Chatbots to Autonomous Agents
2. Understanding the Tech Stack: LLMs, Tools, and Reasoning Loops
3. Practical SMB Applications: Automating Operations and Customer Service
4. Agentic AI in Public Accounting: Audit, Tax, and Advisory Workflows
5. Overview of Current Platforms and Consumer Tools (e.g., Claude Desktop, AutoGPT)
6. Security and Risk Management in an Agent-Driven Environment
7. Strategic Implementation: Building vs. Buying Agentic Solutions

🏷️ Topics