Artificial Intelligence Conference - Virtual-Strategic Automation - Agentic AI Platform Applications for SMBs and Accounting

Strategic Automation - Agentic AI Platform Applications for SMBs and Accounting

Pdf Summary

This document is the introductory material and table of contents for a K2 Enterprises continuing professional education seminar titled <strong>“Strategic Automation: Agentic AI Platform Applications for SMBs and Accounting.”</strong> It presents K2’s training philosophy, organizational background, seminar rules, and program offerings for accounting and business professionals in the U.S. and Canada.

The seminar focuses on <strong>agentic AI</strong>—AI systems that do more than generate content and can instead take autonomous or semi-autonomous actions within business workflows. Topics include the difference between passive chatbots and active agents, how AI agents reason iteratively, and how agentic systems compare with traditional robotic process automation (RPA). The course also covers multi-agent workflows, orchestration challenges, and practical use cases such as autonomous bookkeeping, tax research support, client onboarding, KYC/AML compliance, engagement-letter automation, and advisory monitoring.

A major emphasis is placed on <strong>data connectivity and integration</strong>, including retrieval-augmented generation (RAG), semantic search, document extraction, model context protocol (MCP), APIs, and security guardrails. The seminar addresses risk management, human-in-the-loop oversight, audit trails, and governance considerations for deploying autonomous systems responsibly.

Additional sections explore how accounting firms can use agentic AI to improve advisory services, automate workflows, and transition to more continuous, subscription-based service models. The course concludes with guidance on implementation readiness, tool selection, early-stage AI projects, maturity roadmaps, and strategic choices such as build, buy, or partner.

Overall, the document outlines a practical, accounting-focused seminar designed to help SMBs and firms understand, evaluate, and deploy agentic AI for greater efficiency, control, and business value.

Keywords

agentic AI

accounting automation

SMB

workflow orchestration

RAG

MCP

RPA

compliance

client onboarding

human-in-the-loop