Client work · Accounting
From data chaos to one source of truth: laying an AI foundation for a CPA firm
Before AI could help this firm, its projects and its data had to work as one.
The client
A mid-sized US CPA firm. Client name withheld.
What was in the way
- AI and data projects had started separately and didn’t connect.
- Data was scattered across systems.
- A data migration had stalled.
- With no single source of truth, there was nothing reliable to build AI on.
What we do for them
We act as the firm’s AI strategist and AI product manager. We:
- decide where to look first;
- help the firm identify and rank the solutions worth building;
- connect the separate projects into one plan;
- introduce a modern data platform as the single source of truth, with the migration onto it.
Where it stands
This is an ongoing engagement. What it gives the firm:
- One plan instead of disconnected projects.
- One place the data lives.
- AI ideas ranked by value.
Process first. Then AI.
Is your data ready for AI?
Book a free 30-minute call. We’ll look at where your projects and your data stand, and what a first, fixed-scope stage would look like.