Agentic AI is emerging as the next phase in automation, and it’s positioned to change how accountants work. Unlike generative AI, which responds to prompts, agentic AI can take initiative. It can set goals, plan steps, and carry out tasks with minimal human input. 

According to Journal of Accountancy, these tools are expected to become part of standard accounting software by the end of the year. Potential use cases include automating elements of client advisory services, identifying anomalies in audits, and managing repetitive reporting tasks. 

Agentic AI could also help address ongoing staffing issues in the profession. By handling routine processes, these systems may allow firms to take on more work without adding headcount. As Donny Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC, noted, this shift could give accountants more times to focus on analysis and client strategy, areas where human judgement is still required. 

That said, adoption won’t necessarily be seamless. Many systems will be embedded quietly into existing platforms, without much visibility into how they function. This raises questions about oversight and trust. Journal of Accountancy highlights that experts are recommending that firms continue applying standard risk assessments, including reviewing SOC 1 or SOC 2 reports and verifying data privacy compliance.