Deliberate experimentation can unlock value—without creating costly mistakes.

Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation

Artificial intelligence is moving fast—fast enough that even the people experimenting with it daily admit they’re still figuring it out in real time. On the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA, take listeners inside that reality: a profession eager to unlock AI-driven efficiency, but still learning how to manage the risks that come with it.

The conversation centers on a deceptively simple idea—just because AI can do something doesn’t mean it should. And in accounting, the consequences of getting that wrong can be immediate.

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The discussion begins with a practical example: integrating AI tools like Claude into everyday workflows, particularly in systems such as QuickBooks or Excel.

What makes these tools powerful is also what makes them risky.