Join 250,000+
professionals today

Add Insights to your inbox - get the latest
professional news for free.

How Accountants Are Evolving Beyond Spreadsheets in the Age of AI

Join our 250K+ subscribers

Join our 250K+ subscribers

Subscribe

27 MAR 2025 / TECHNOLOGY

How Accountants Are Evolving Beyond Spreadsheets in the Age of AI

How Accountants Are Evolving Beyond Spreadsheets in the Age of AI

Recent announcements from Deloitte and EY are quickly changing what AI can do in the accounting field. Their agentic AI solutions are based on high-tech platforms such as Nvidia's new Llama Nemotron models. These platforms do a lot more than just crunch numbers. They understand data from many sources, detect outliers, generate insights, and even initiate transactions with little help from humans. These technologies are no longer just tools to help professionals; they are now working together with them to change the daily tasks of accounting teams at all levels.

From Old School Automation to Next-Gen Agentic AI

With the rise of autonomous AI, accountants are being asked to do more. Knowing how to use double-entry ledgers, understanding tax rules, and being comfortable with basic data entry used to guarantee a steady job path. But now, those skills are just the warm-up lap. Professionals today need to evaluate AI outputs, talk the language of technology, help clients make strategic financial choices, collaborate with data scientists, and uphold ethical standards in a world that’s changing faster than you can say “Ctrl + Alt + Delete.”

There is a difference between traditional automation and the new agentic AI. Platforms like Deloitte's Zora AI and EY's agentic platform now automate tasks across finance, sales, and compliance. These smart agents pull in real-time data, process it, make decisions, and execute complex tasks—all without breaking a sweat.

We shouldn't think of these changes as one-time events. They signal a larger trend in accounting: the shift toward real-time data analytics and machine-driven logic. These AI systems are built to handle everything from gathering data to filing paperwork—yes, even the kind that used to give you a headache at month-end close. Folks who can harness these tools get to focus on the juicy stuff: analysis, strategy, and client conversations.

New Skills for the New Normal

One key skill now is being able to question, interpret, and explain AI-driven outputs. Agentic AI blends structured and unstructured data—from emails and PDFs to images and databases. If spreadsheets were the training wheels, this would be like upgrading to a Tesla. And guess what? You’re still the one in the driver’s seat.

The new wave of AI brings predictive modeling into the mix. Accountants who grasp basic programming concepts and stats can seriously level up. You don’t have to be a full-blown coder, but understanding why a model says what it says—and what data it's chewing on—puts you ahead of the pack. It’s like being bilingual in business and tech, and that combo is pure gold.

Let’s be real—no one expects accountants to moonlight as software engineers. But a little know-how goes a long way. Understanding AI apps on a basic level helps you spot errors, suggest smarter workflows, and communicate better with tech teams. This is especially helpful when navigating ERP integrations or surviving the never-ending parade of software updates.

Businesses adopting flexible AI solutions need accountants who can advocate for users, evaluate performance, and call out tech blind spots. If you can do that, congrats—you’re not just part of the team, you’re steering the ship (and looking sharp doing it).

Less Crunching, More Thinking

AI handles the number crunching, which means accountants get more time to focus on high-value tasks. Leadership and clients care about trends, investments, and risk strategy—not just clean ledgers. Emotional intelligence, creativity, and big-picture thinking are the new must-haves.

Agentic AI can suggest the next steps, but it’s still the humans who make the final calls. Accountants help explain the rationale behind those AI suggestions, weigh risks, and pitch practical strategies. If you’ve got a consultative mindset, you’re not just relevant—you’re indispensable.

The AI-driven accounting world thrives on cross-functional teamwork. Accountants are no longer siloed. They’re rubbing elbows with IT folks, data scientists, coders, and compliance pros. Knowing how other departments like supply chain or marketing tick helps you deliver more complete, enterprise-wide solutions.

Strong communication skills are your secret sauce. Talking data integrity or system integration isn’t just IT’s job anymore. Accountants who can connect across disciplines make sure AI tools align with both ethics and strategic business goals. You're the translator between robots and reality.

Future-Proofing Your Role with Lifelong Learning

Ethical considerations in AI aren’t optional. Systems making decisions—especially those handling financial or personal data—must be transparent and auditable. Accountants play watchdog, making sure everything from bias to blind spots is caught and corrected.

Understanding how agentic AI works—and where it might go off the rails—is crucial. Accountants are on the front lines, questioning AI conclusions, flagging potential problems, and pushing for proper documentation. In other words, you’re not just crunching numbers anymore—you’re guarding the gate.

A one-and-done workshop won’t cut it. To stay relevant, accountants need to embrace continuous learning. Stackable certificates in analytics and tech are a great way to upskill without quitting your day job. Plus, they can earn you credentials that open up big-time career opportunities.

Flexible formats—online modules, evening classes, self-paced labs—make it easier to learn while you earn. These skills don’t just pad your résumé; they let you shape strategy, lead teams, and keep your firm competitive in a tech-forward world.

AI adoption can be intimidating, especially in a field that runs on precision. Training costs, cultural resistance, and complexity are real challenges. But with a solid game plan and risk controls, you’ll not only survive—you’ll thrive. And hey, you might even start enjoying your job a bit more.

Accountants are climbing up the value chain, not getting kicked off it. AI may handle the data, but only humans can interpret it, tell the story behind it, and shape the company’s vision. You're moving from number cruncher to strategic storyteller—and that’s a serious upgrade.

Accounting is transforming thanks to AI, and today’s professionals are right in the middle of the action. Those who upskill, stay curious, and collaborate across teams are redefining what accounting means. AI isn’t replacing your brainpower—it’s giving you the tools to do your best work yet.

Until next time…

Don’t forget to share this story on LinkedIn, X and Facebook

📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join

MYCPE ONE CPE Subscription at $199/Year

You know Reading or Listening to the above article can get CPE credits as well. Get Unlimited CPE for Just $199! (Click here to learn more) Enjoy unlimited CPE access for CPA (US), EA, CMA, CIA, CFE, CPAs (Canada), SHRM, HRCI, and 100+ other professional designations – all for just $199 per year! Your $199 annual subscription includes a comprehensive set of features as follows

  • 15,000+ Hrs of Content
  • Live, Audio, Video, E-Books
  • 500+ Subject Areas
  • Insights - CPE Approved News Articles
  • 700+ Content Creators
  • Audio Based Courses
  • Mandatory Ethics Courses
  • Monthly and Quarterly Updates
  • Compliance Packages
  • Add External Certificates
  • 250+ Compliance Packages
  • Compliance Tracking and Report
  • 100+ Advanced Certification Programs
  • Instant Certification and Fast Reporting
  • 50+ Conferences and Events Access
  • Mobile App Access (iOS and Android)
  • Podcasts with Industry Leaders
  • Communities

Team Subscriptions for CPA & Accounting Firms – Starting at Just $199/Year! (Click here)

Feel free to schedule a no-obligation call.

Subscribed
Lassa purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Tami purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Spencer purchased a subscription.
Subscribed
Rumbidzo purchased a subscription.
Subscribed
Alesandro purchased a subscription.