AI Agents in Accounting
Hands-on Workshop
Friday, 1 May 2026, 11:00 AM – 3:00 PM AEST
What is AI Agents in Accounting?
A practical, hands‑on workshop to help you understand what AI agents can really do in accounting workflows, design safe use cases, and leave with working agents you can build on in your practice or firm.
This workshop is your chance to cut through the noise: a calm, practical look at agents in accounting, where they fit, and how to start in a way that is safe for your practice, firm and your clients.
TRUSTED BY:
How it Works
4 hours, Online, Interactive, with breaks and Q&A
Live online session hosted by Inbal Rodnay
Live hands‑on workshop with demonstrations, guided build‑along segments and group discussion
Price: $490 - $50 early bird coupon
Coupon: EARLYAIAGENTS
Coupon End Date: March 5
Who Should Attend
This is for you if:
You work in an accounting or advisory practice (or firm) and want to go beyond prompts into real, repeatable AI workflows.
You have heard about "AI agents" but are not clear what they are, where they help, and where they are still hype.
You want to see practical examples of agents in client work, internal processes and simple automations.
You prefer a hands‑on session where you design and build agents together, rather than just watch demos.
You have a team who wants to learn together and share agent ideas (contact us for multi‑seat pricing).
What you will leave with
-
A clear understanding of what AI agents are, how they differ from chatbots and one‑off prompts, and where they actually add value in accounting workflows.
-
A set of ready‑to‑use agent patterns and use cases for client work, internal processes and simple automations.
-
Several working agents built during the workshop, plus templates so you can rebuild or extend them after the session.
-
A clearer view of other ways you can automate processes with AI beyond agents, so you can choose the right approach for each workflow.
-
Practical guidelines on risk, oversight and controls for agents, so you know how to keep a human firmly in the loop.
-
A curated pack of agent ideas and examples collected from the whole group, so you can see what other practices and firms are exploring and borrow what fits your context.
This workshop is your chance to cut through the noise: a calm, practical look at agents in accounting, where they fit, and how to start in a way that is safe for your practice, firm and your clients.
Why this matters now?
Many practices and firms experimented with AI tools and Copilot in 2025. In 2026, the conversation has shifted to agents that can take on parts of real workflows.
Vendors and headlines talk about autonomous agents, but practices and firms need safe, controllable agents that sit inside real processes and approvals.
Without a clear understanding of what agents can and cannot do, it is easy either to over‑promise and scare people, or to ignore real opportunities to free up capacity.
Practices and firms that learn how to design sensible agent use cases now will be better placed as agent platforms mature.
This workshop is not a theoretical talk about the future of agents. It is a practical build‑along session focused on how accounting practices and firms can safely use agents in real workflows. You will design and build agents in the session, see what other practices and firms are trying, and leave with patterns, examples and resources you can take straight back to your team.
What we will cover in 4 hours
-
Agents vs prompts, workflows and automations.
Common myths and misunderstandings about "autonomous" agents.
Where agent thinking fits into the way accounting practices and firms already work.
-
Practical examples across client work, internal processes and admin.
How to spot good candidate workflows for agents.
Where agents help, and where they are the wrong tool.
-
A step‑by‑step way to design an agent.
Building several simple agents together, so you can see the full process.
How to test, refine and safely roll out an agent.
-
How to keep humans in the loop for key decisions.
What to update in your policy to make sure it covers automation with AI.
How to talk about AI automation with partners, staff and clients.
-
Sharing agent ideas and patterns from the room.
How to pick 1–3 agent experiments to run after the workshop.
Q&A on tools, platforms and where to start in your practice or firm.
Slides from the session so you can revisit the concepts with your team.
Step‑by‑step templates for designing simple agents and automations.
The working agents you built in the workshop, with notes on how to extend them.
A curated pack of agent and automation ideas collected from the group.
A short checklist to help you choose and run your next 1–3 agent experiments.
What you will take home
Speaker
Keynote Speaker | Automation and AI | Technology Adoption Expert
Inbal Rodnay
Inbal is Australia’s leading voice on AI adoption in accounting, working across APAC.
She is the lead author of the CAANZ Certificate in AI Fluency.
Her workshops for CA ANZ, CPA ANZ and Law Australasia are known for being hands-on, energetic and grounded in the real pressures of professional services touching equally on capability and risk.
Up until 2022, Inbal was Head of Technology and Innovation at BlueRock, where she lead teams through automation, streamlining and building tech confidence from the inside out.
This experience shapes her approach today: practical, human and built for busy firms. She is the author of AI Magic - 6 Steps to AI Mastery in Your Firm, a number 1 Amazon bestseller in 2025, a LinkedIn Top Voice in AI, and a 2025 Stevie Award Winner for Thought Leadership.
Inbal has been recognised as:
Australia's Fintech Leader of the Year 2025 Winner
Stevie's Most Influential Women in Tech 2025 Silver Medalist
What people are saying…
Jason Staats
LinkedIn’s #1 Voice For Accounting Firm Owners
Aaran Stone
Chartered Accountants Australia New Zealand
Joyce Ong
Founder, Tax Nuggets Academy
Aaron Thompson
Lower North Island Regional Manager at Chartered Accountants Australia New Zealand
What Others Say
-
"Very practical and helpful to understand the possibilities and the practicalities of bringing the whole team along for the AI journey"
Amanda Kenafake, CEO, Power Tynan
-
“Loved the innovative thinking and real life examples
Greg Feutrill, Partner, Smith Feutrill
-
“Inbal was a fantastic presenter and was one of the highlights of our annual conference.”
Cathy Boyd, CEO, PKF NZ
-
“Inbal never fails to add assurance, confidence and care to any conversation. Her insights go beyond the questions asked, and allow me to advance my skills as a manager implementing new systems.”
Anna Fitzgibbon, Partner, The Breakthrough Office
-
“Inbal is a fantastic presenter, great energy and great experience in working with firms.”
Geraldine Magarey, General Manager International Development, CAANZ
-
“Inbal was definitely a 4.8888 out of 5! I thought she was excellent. I spoke to several people at drinks afterwards and they said she was the best speaker at the conference.”
Kim Hyde, CPA Australia
-
"An eye opener on what's possible with AI. We need to be ready for these changes and alerted to their impacts within a relatively short period of time."
CPA Congress
-
"Very engaging and entertaining. Great to see so many new options for accountants in the AI space."
CPA Congress
-
"What a great presenter - more of these!!!! I got a very good understanding of the software and that we all have to get a grip quickly on AI technology of all sorts!!"
CA ANZ Accounting Conference
-
“I loved Inbal's suggestions for our team and her knowledge of AI and how it can work for us. We will put some new processes and AI apps into place.”
Jane Bedggood, Business Manager, Sue Anderson
-
"I enjoyed Inbal's session very much... I've now started to incorporate a couple of her suggestions into my daily work."
Rob Power, RBP Tax Advisory
-
"We found the series riveting... The whole program and assistance on how to deal with AI that you have been rolling out is really great. It's really got us thinking about how we can use it in a positive way rather than looking at it as a negative and, like most people, fearing where AI can take us. We are certainly finding your offerings really useful and we're looking forward to the next one."
CA ANZ Workshop Series
-
"Best session of the CPA Week."
CPA Week Australia
-
"Love your practical advice Inbal Rodnay. Keep it coming! you are certainly helping me explore new ways to leverage AI regularly!"
Tammy Freadman, nbn® Australia
Frequently Asked Questions
-
Yes, absolutely. Let us know that you are a complete beginner and we will make sure to give you special attention so that you are not left behind.
-
Absolutely. We offer a 10% discount for bookings of more than one person and a 20% for bookings of ten or more.
-
Most attendees will be from the accounting and legal world. Others are welcome too, but be aware that most of our examples will be from those professions.
-
You will need a licence to Microsofot Copilot for M365. Once you register, we will send you some tests to see if your admin has not limited your options around creation of agents.
-
Yes, but only for internal purposes, we will not share the complete recording publicly.
-
This is an online event, so we allow cancellation up to the day before the event. We will provide a full refund less a $50+GST admin fee.