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AI

Article 06.23.2026 Danielle Camara

I ran into this with what should have been a simple task.

Once a month, I take a few Excel files, transform them, and load them into an accounting system. The process is straightforward and predictable, making it an ideal candidate for AI assistance.

So, I leaned into it, and the results came quickly. Instead of starting with a blank file, I had working code almost immediately. The inputs, outputs, and transformations were already in place.

Then it started adding things I never asked for.

It introduced an orchestration layer, added checkpoints between steps, and built in restart logic and fault tolerance as if this script were part of a much larger, always-on system. Individually, none of those ideas were bad. In the right context, they’re solid patterns.

But this wasn’t that context.

This script runs once a month. If it fails, I rerun it. The entire process takes a few minutes. All of that additional structure provided little value. Instead, it made the solution larger, more complex, and more expensive to maintain.  

That’s when something clicked.

AI didn’t eliminate the usual tradeoffs. It amplified them.

We’ve always operated within the same constraint: time, cost, and quality exist in tension. Move faster and something gives. Cut costs and risk tends to show up somewhere else. Push for higher quality and it usually requires more effort.

AI doesn’t change that reality. It simply accelerates everything.

Including mistakes.

AI is powerful, but it isn’t always right. And when something that is “mostly right” operates at high speed, small issues rarely stay small. Patterns get reused, assumptions get copied, and decisions get embedded in more places before anyone stops to question them.

In traditional workflows, there’s natural friction. Teams pause, review, and catch problems early. AI removes much of that friction. As a result, errors don’t just happen faster, but they also scale faster.

It’s like following a GPS that recalculates instantly and keeps pushing you forward. It feels efficient, smooth, and mostly right. But if the route is off, maybe it missed a road closure or suggested a shortcut that doesn’t actually work, you don’t just make a single wrong turn. You keep going in the wrong direction longer, because the system is confidently guiding you there.

The best way I’ve found to think about AI is simple: it’s a very fast junior resource.

It can do a lot, it moves quickly, and it’s often impressive. But you still review the work. You still make sure it understood the problem correctly and chose the right approach.

AI behaves the same way.

It tends to apply patterns it has seen before, whether they actually fit or not. The difference is volume. A junior developer might produce few meaningful pieces of work in a day. AI will generate dozens. When it’s moving in the right direction, that creates tremendous leverage. When it’s not, you’ve generated a significant amount of rework in a very short period of time.

That’s the real shift: creating the first draft is cheap. Evaluating it is where the value is.

You end up spending more time asking questions like:

  • Does this actually solve the problem?
  • Is this the simplest approach, or just the most elaborate one?
  • Is this something I want to maintain six months from now?

Those questions matter more than ever because execution is now cheap. Judgment isn’t.

AI can absolutely help you move faster. It can reduce effort, and in the right environment it can even improve quality. But it doesn’t eliminate tradeoffs. If anything, it forces you to confront them sooner.

If you push for speed, problems surface faster. If you optimize for cost upfront, you may pay for it later in rework. And if you care about quality, you still need oversight and review. That hasn’t changed.

That monthly script was a good reminder. AI got me moving quickly, which was valuable. But it also nudged me toward overengineering something that didn’t need it.

If I had followed it blindly, I would have spent more time and money maintaining something that was supposed to be simple.

AI isn’t an expert system. It’s a multiplier.

And multipliers make both good decisions and bad decisions bigger.

So no, AI doesn’t break the time–cost–quality triangle. It amplifies it. And the faster it helps us move, the more intentional we need to be about the direction we’re moving in.

Filed Under: Data Analytics & AI Tagged With: AI

Article 06.3.2026 Danielle Camara

AI Leadership Series: Part 2

In Part 1 of this series, we explored the role of the Chief AI Officer and how organizations can approach AI strategy, governance, and implementation. In Part 2, we examine the risks of delaying AI adoption and why a structured roadmap is becoming a business necessity rather than a future consideration.


Most discussions about AI focus on tools, vendors, and features. A more important question is whether the organization is taking meaningful steps to understand where AI can improve operations and decision-making.

Many leaders remain cautious, and for good reason. The technology is evolving quickly, regulations are still emerging, and the volume of vendor claims can make it difficult to separate practical opportunities from marketing hype. Yet delaying every AI initiative until there is complete certainty creates its own set of challenges.

The Hidden Risks of Doing Nothing

Delaying a formal AI strategy does not necessarily mean AI is absent from the organization. In many cases, employees are already using publicly available tools to draft communications, summarize documents, analyze data, and conduct research.

Without clear guidance, those activities often take place without approved policies, security reviews, or consistent oversight.

The result is:

  • Sensitive information being entered into unapproved tools
  • Departments adopting inconsistent platforms
  • Limited visibility into AI usage
  • Increased compliance and security risks

Organizations may believe they are avoiding risk when, in fact, they are simply managing it poorly.

The Operational Cost of Delay

There is also a productivity cost.

Manual reporting remains manual. Employees spend hours assembling spreadsheets, reviewing documents, summarizing information, and searching across disconnected systems.

Decisions continue to depend on whoever knows where information lives.

These inefficiencies rarely improve on their own.

Organizations that postpone AI adoption often continue investing valuable employee time in repetitive, low-value tasks that technology could help streamline today.

The Competitive Cost of Standing Still

Organizations that have begun experimenting with AI are gaining something more valuable than access to new technology. They are building institutional knowledge.

Through pilot projects, governance development, employee training, and real-world testing, they are learning which use cases deliver measurable results and which do not. Those lessons accumulate over time and influence future technology decisions.

Why Successful AI Adoption Requires More Than Technology

Technology is only one component of successful AI adoption. Organizations that see meaningful results typically invest just as much attention in governance, process design, training, and change management as they do in selecting the underlying tools.

Successful pilots require:

  • Clearly defined objectives
  • Appropriate users
  • Reliable data
  • Training and support
  • Defined success metrics
  • Governance controls

A pilot may focus on a single workflow, department, or document type. Success might be measured through hours saved, improved turnaround times, reporting consistency, or user satisfaction.

Most importantly, organizations must manage what happens after deployment. Employees need to understand how tools fit into their workflows, when to trust AI outputs, and when human review is required.

Without change management, AI remains an experiment. With it, AI becomes an operational capability.

Creating an AI Roadmap That Drives Adoption

Organizations need a structured plan that moves them from scattered experimentation to coordinated adoption.

A strong AI roadmap typically includes:

  • Governance frameworks
  • Approved tools and policies
  • Data readiness initiatives
  • Analytics and reporting improvements
  • Employee training programs
  • Security and compliance reviews
  • Vendor evaluation criteria
  • Pilot projects with defined success metrics
  • Long-term automation opportunities

Importantly, a good roadmap acknowledges that AI maturity develops over time.

Most organizations do not move from zero to sophisticated AI overnight. Sustainable adoption comes from focused use cases, honest evaluation, stronger data foundations, and measured expansion into areas with demonstrated value.

Why Fractional AI Leadership Is Gaining Momentum

Many organizations recognize the need for AI leadership but are not ready to hire a full-time Chief AI Officer.

A fractional CAIO can provide strategic guidance, governance oversight, use case prioritization, vendor evaluation, pilot management, and implementation support without the cost of a full-time executive hire.

This approach allows organizations to build AI capabilities at a pace aligned with their size, complexity, and readiness.

The Organizations That Will Benefit Most

AI is already changing how organizations operate. The question is not whether change is coming, but whether that change will be intentional.

The organizations that benefit most from AI will not necessarily be the ones moving fastest. They will be the ones moving thoughtfully with clear priorities, strong governance, realistic expectations, and a roadmap that connects technology investments to measurable business outcomes.

The risk of doing nothing is no longer just technological. It is operational, competitive, and strategic.

Organizations that begin learning today will be far better positioned for the opportunities and challenges ahead than those that continue waiting for perfect certainty.

Contact us to schedule a conversation about your organization’s AI readiness, adoption strategy, and roadmap for implementation.

Filed Under: Technology Tagged With: AI, CAIO, data and AI, data readiness

Article 05.27.2026 Dean Dorton

AI Leadership Series: Part 1

Artificial intelligence has moved fast, faster than most organizations expected. What started as a technology conversation has become a boardroom priority, a budget question, and increasingly, a competitive differentiator. Boards are asking about it. Executives are piloting tools. Employees are experimenting on their own. And vendors are adding AI features to nearly every platform, whether organizations asked for them or not.

The result, for many leadership teams, is a mix of excitement, pressure, and genuine uncertainty about where to start. That’s why the role of Chief AI Officer is getting more attention. But the title is frequently misunderstood. A CAIO isn’t the person who demos the latest tools or manages software subscriptions. The role is less about technology selection and more about helping the organization make informed decisions about where AI can create value.

A strong Chief AI Officer helps an organization decide where AI should be used, how it should be governed, what data infrastructure is needed to support it, and how to turn promising experiments into measurable business value.

Turning AI Interest Into Business Priorities

The challenge for most organizations isn’t generating AI ideas. It’s deciding which opportunities are actually worth pursuing.

One team wants to automate reporting. Another wants to use AI to summarize documents. Finance wants better forecasting. Operations want faster access to performance data. Leadership wants a broader strategy. Everyone has a use case, and without a clear process for evaluating them, the result is scattered effort and unclear returns.

The CAIO’s job is to cut through that noise by asking the practical questions that often get overlooked in the excitement around a new tool:

  • What problem are we solving?
  • Who owns the process?
  • What does success look like, and can we measure it?
  • Do we have access to the right data?
  • What risks need to be managed before moving forward?

Successful AI projects typically begin with a business challenge that needs solving rather than a technology that needs a use case. A Chief AI Officer helps leadership move from “we should be using AI” to “here are the three areas where AI can meaningfully improve productivity, reduce risk, or support better decisions.”

Creating Guardrails for Responsible Use

AI adoption is often already happening before any formal strategy exists. Employees are using public AI tools to draft emails, summarize content, analyze spreadsheets, research topics, and brainstorm ideas. In many cases, they’re entering sensitive or confidential information into tools that haven’t been reviewed, approved, or even acknowledged by IT or legal.

That creates real risk around client data, financial records, intellectual property, and regulated information.

A Chief AI Officer helps define how AI should be used safely and responsibly across the organization. This includes establishing clear policies about:

  • Approved AI tools
  • Data privacy requirements
  • Human review expectations
  • Verification standards
  • Vendor evaluation processes

Governance should enable responsible adoption, not create unnecessary barriers.

Connecting AI Strategy to Data Readiness

AI depends on information. If an organization’s data is scattered, inconsistent, inaccessible, or poorly governed, its AI efforts will hit a ceiling.

The CAIO helps assess the organization’s data landscape before making promises about what AI can deliver. Useful AI initiatives often depend on information spread across ERP systems, accounting platforms, customer databases, document repositories, project management tools, and shared drives.

This is where data and analytics strategies become foundational. Dashboards, integrations, reporting workflows, security controls, and governance frameworks aren’t separate from AI strategy—they’re the infrastructure that makes AI strategy possible.

A Chief AI Officer helps leadership understand a critical reality: AI strategy and data strategy are not separate conversations. The value AI can deliver is directly tied to the quality, accessibility, and governance of the information behind it.

Filtering Hype and Focusing on What Works

One of the CAIO’s most valuable contributions is bringing discipline to technology decisions.

Not every process needs AI. Not every AI demo deserves investment. Not every vendor feature will create value in your specific environment.

The CAIO helps identify practical, measurable use cases such as:

  • Contract and document summarization
  • Invoice and form processing
  • Management reporting support
  • Knowledge search
  • Workflow automation
  • Anomaly detection
  • Internal communications

In most cases, AI is most effective when it supports employees rather than replaces their decision-making.

A Role That Sits at the Center of the Organization

The Chief AI Officer sits at the intersection of leadership, operations, IT, finance, risk management, and frontline teams. The role requires balancing business priorities, technical realities, governance concerns, and organizational change.

For many organizations, the CAIO doesn’t need to begin as a full-time executive position. The responsibilities may initially reside with a CFO, COO, CIO, or cross-functional steering committee.

What matters is that someone owns the discipline of AI adoption with enough authority, time, and visibility to guide it successfully.

As AI continues reshaping how organizations operate, the role of the Chief AI Officer is becoming less about technology and more about leadership. The organizations that realize the greatest value from AI will be those that approach it strategically, govern it responsibly, and align it with measurable business outcomes.

Contact Dean Dorton’s Data and AI team to start building a practical AI roadmap for your organization.

Filed Under: Technology Tagged With: AI, CAIO, data and AI, data readiness

Article 03.12.2025 Autumn Hines

As we move into 2025, the manufacturing industry faces a rapidly evolving landscape shaped by technological advancements, workforce challenges, and economic pressures. Businesses that proactively address these risks while capitalizing on emerging opportunities will be better positioned for long-term success. From strengthening supply chains to navigating AI integration and sustainability initiatives, manufacturers must stay agile and forward-thinking to remain competitive.

RiskDescription
Smart Supply Chains– Create more connected supply chains through digitizing that help overcome global geopolitical issues and global pandemics. 
– Digitization will be essential as it will allow companies to diversify where they source and make their goods. 
– Growing emphasis on supply chain visibility and resilience over pure efficiency. 
– The combination of smart technologies, automated systems, and sustainable practices creates opportunities for innovation.
Talent Competition and Adaptability of the Workforce – Manufacturers should focus on retention by concentrating on long-term strategies that support employee development and allow their workforce to adapt. 
– More emphasis placed on outsourcing. 
This will involve retraining and reskilling the current workforce 
– Immigration policy could significantly impact the manufacturing sector with the new administration in office. 
Cybersecurity– Cybersecurity assessments are a must to identify critical information and intellectual property that needs to be protected. 
– Data demands and growing connectivity will prompt the need for greater security. 
Artificial Intelligence (AI), Generative AI, and Smart Manufacturing  – Enhance predictive maintenance by optimizing supply chains, increasing productivity, and improving cost savings. 
Controls around AI, including ethics. 
– Investing in appropriate infrastructure that supports moving to data-driven operations and decision-making. 
– Businesses that become leaders in AI and have an “AI First” mentality will have the advantage. 
Sustainability and Environmental, Social & Governance (ESG)– Legislation has emphasized green/clean technologies (tax credits, grants, government financing). 
– Decarbonization will likely need to become a bigger priority for manufacturing companies. 
Economic Environment– Expect constraints on global finance and investment. 
– Will result in a high-cost environment in the near future. 
– Increase in tariffs  

While the manufacturing sector faces significant challenges in 2025, it also presents numerous opportunities for innovation and growth. Companies prioritizing digital transformation, workforce adaptability, cybersecurity, and sustainability will gain a competitive edge in an increasingly complex global market. By staying ahead of economic shifts and regulatory changes, manufacturers can build resilience and drive long-term success in the industry.

Filed Under: Data Analytics & AI, ESG, Manufacturing & Distribution Tagged With: AI, ESG, Manufacturing, sustainability

Article 01.23.2018 Dean Dorton

At this year’s Sage Intacct Advantage conference in Las Vegas, Sage Intacct announced Pacioli – Sage Intacct’s future in AI.

Luca Pacioli, a Franciscan friar and friend of Leonardo da Vinci, is credited as the creator of the double-entry accounting system. Now, Pacioli is the face of Sage Intacct’s future digital assistant to their users. Pacioli products or timeframes for release have not been announced, but we can rest assured, it is something to expect from Sage Intacct going forward.  

In a digital world where AI (artificial intelligence) integrates into our daily lives, online, in our homes, and at work, we should expect nothing less than that our cloud accounting solutions will follow in stride.

We will keep on the lookout for Pacioli. What should we expect from a bot assistant and machine learning to make our financial processes faster, stronger and more secure?

Reporting and Compliance

In the future, for accounting firms, we can expect to see regulation and organizational policy compliance monitoring. This year we are seeing ASC 606 and IFRS 15 compliance guideline changes. Going forward, AI would be a welcome time-saving tool to ensure company data is being organized to meet compliance in a more automated way.

Risk Management

Because AI can catch anomalous events in your data and transactions, artificial intelligence is a great detection and support tool against fraud and human error. AI can sift through reams and reams of data to search for inconsistencies and errors to save the finance and IT departments time, effort and resources.

Trend Analytics

Machine learning and artificial intelligence have the capability to take complex data, like business metrics, in high volume to analyze and form predictions that support financial management in strategy and decision-making.

Auditing

Because AI can easily analyze large quantity contract documents and compile them into useful data, it is an ideal support tool for auditing. Having AI as a support assistant means auditors are free to focus on tasks requiring more judgment and expert analysis outside of data sorting and compiling.

When we consider artificial intelligence and how it can support financial management, we can begin to imagine more time and more specialized tasks in our grasp. AI is just one more offering that Sage Intacct will bring to their users to keep them at the forefront of innovation.  

Best-in-class financial management solutions like Sage Intacct can help your teams find the support they need to work smarter for your company’s future.  

Contact us to learn more about how innovation can move your company forward.

Filed Under: Accounting Software, Sage Intacct, Services Tagged With: AI, artificial intelligence, automation, Cloud Accounting, cloud solution, future in AI, Reporting, Sage Intacct

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