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

We have all heard the hype about AI. But how does it actually work when you are 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 the 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 inside the close.
You will 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. Accurate books. At AI speed.

What Attendees Will Experience:
- Live Screen-Share: No slides. We will be live inside the Puzzle General Ledger from minute one.
- Agent Build in Real Time: Ross will show how an accounting agent is defined, built, and deployed inside the close workflow.
- Close Workflow in Action: Attendees will see how agents categorize transactions, reconcile accounts, and flag exceptions for review.
- Clear Operating Model: A practical view of what agent-native accounting looks like when agents handle execution and accountants retain judgment and control.

Learning Objectives:

• Observe how accounting agents automate categorization and reconciliation continuously, replacing manual batch workflows.
• Identify the human review and approval checkpoints that accountants retain when deploying agents across multiple client accounts.
• Apply the agent-era accounting framework (agents handle the work, humans lead the outcome) to evaluate readiness for adoption in their own firm.