How Agentic AI Is Transforming CAS Workflows (and what firms should do next)

Client advisory services (CAS) are at a pivotal moment. As client expectations rise and staffing constraints persist, accounting firms are exploring how agentic AI can move beyond automation to enable more autonomous, insight-driven financial operations.

This white paper examines what AI agents are, how they work in practice, and how CAS leaders can adopt them responsibly – unlocking efficiency, scalability, and higher-value advisory services along the way.