Virtual

Your Accounting Systems Don't Talk. Let's Fix That.

Learn how accounting and finance teams eliminate manual handoffs between ERP systems, tax software, workpapers, and client portals using AI agents that operate across disconnected systems and workflows.

Jul 16, 2026 9:00 AM
Pacific Time
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Your team is the integration layer. It should not be.

A single workflow touches your ERP, tax software, workpapers, client portals, and email. None of them were built to connect. So your team became the connection: re-entering, reformatting, and routing data that should move automatically. This webinar shows what closing those gaps actually looks like.

WHAT YOU WILL LEARN

  • Where the most expensive manual handoffs live in accounting and tax workflows
  • Why point tools have not solved the integration problem, and what does
  • How AI agents operate across systems that have no public API
  • What a handoff-free workflow looks like in a live deployment

WHO SHOULD ATTEND

Controllers, Finance Directors, Tax Operations leaders, and anyone managing multi-system workflows after a merger or acquisition.

Speakers
Garrett Moedl, PMM
Garrett Moedl
Founding Product Marketer
Anirudh Badam, Co-Founder and CAIO at Adopt AI
Anirudh Badam
Co-Founder and CAIO, Adopt AI