Virtual
The Last Manual Handoff - Closing the Gaps Between Your ERP, Tax Software, and Workpapers
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 9, 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
