Government Accounting Technology Conference - Virtual-Handout - Strategic Automation - Agentic AI Platform Applications for SMBs and Accounting

Handout - Strategic Automation - Agentic AI Platform Applications for SMBs and Accounting

Pdf Summary

This document is the course manual for K2 Enterprises’ continuing professional education seminar, <strong>“Strategic Automation: Agentic AI Platform Applications for SMBs and Accounting.”</strong> It introduces K2 Enterprises and K2E Canada, explains course policies, and outlines K2’s broader training offerings, including seminars, webinars, on-demand learning, and corporate on-site training.

The core of the seminar focuses on <strong>agentic AI</strong>—AI systems that do more than generate text and instead can reason, choose actions, and complete workflows with varying levels of autonomy. The materials compare <strong>passive chat tools</strong> with <strong>active agents</strong>, explain how agents use iterative reasoning loops, and contrast agentic AI with traditional robotic process automation (RPA). Real-world examples include autonomous bookkeeping, multi-agent tax research, and automated onboarding workflows.

A major theme is <strong>data connectivity and workflow integration</strong>. The course discusses how agents can use firm data through retrieval-augmented generation (RAG), semantic search, APIs, model context protocols (MCP), and integrations with systems like QuickBooks. It also covers risks in data pipelines, extraction accuracy, and the need for secure, structured inputs.

The seminar emphasizes <strong>practical business applications</strong> for SMBs and accounting firms, such as client onboarding, KYC/AML compliance, engagement letter negotiation, document follow-up, advisory monitoring, and continuous accounting. It also addresses <strong>risk, governance, and human-in-the-loop controls</strong>, including audit trails, oversight for suspicious transactions, and guardrails for autonomous actions.

Finally, the course explores <strong>tool selection, implementation readiness, and business model change</strong>. It explains how firms can choose between building, buying, or partnering for AI tools, how to start with low-lift projects, and how automation may support new pricing models beyond billable hours.

Keywords

agentic AI

automation

accounting

SMBs

workflow integration

RAG

APIs

KYC/AML

human-in-the-loop

QuickBooks