LAB26-05. Accounting Agents, Live: Achieving AI Speed Without Losing Control, presented by Puzzle

We’ve all heard the hype about AI. But how does it actually work when you’re staring down a messy month-end close for 30 different clients?

This rapid-fire, 25-minute Education Lab skips the theory and goes straight to application. Join Ross from Puzzle for a live, interactive screen share inside a real general ledger. He will build an accounting agent in real time, show how the logic works, and demonstrate how agents categorize, reconcile, and flag exceptions during the close.

You’ll leave with a clear mental model for how agent-native accounting works in practice: agents handle the work continuously, you review the exceptions, and your firm closes faster without giving up control — achieving accurate books at AI speed.

What attendees will experience:
• Live screen share: No slides. We will work inside the Puzzle general ledger from the start.
• Agent build in real time: Ross will show how an accounting agent is defined, built, and deployed within the close workflow.
• Close workflow in action: See how agents categorize transactions, reconcile accounts, and flag exceptions for review.
• Clear operating model: A practical view of agent-native accounting, where agents execute and accountants retain judgment and control.

Learning Objectives:

• Identify how accounting agents automate categorization and reconciliation in continuous workflows.
• Recognize the human review and approval checkpoints accountants retain when deploying agents across multiple client accounts.
• Distinguish the agent-era accounting framework — where agents handle execution and accountants lead outcomes — to evaluate readiness for adoption.