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Automation & MCP

Can firms use AI to build their own custom workpaper/practice tools instead of buying off-the-shelf software (like Carbon)?

57:45From the May 13 call · Launching the Group: PII, Custom Models, and Scripting vs LLMs

One member described a bookkeeping firm owner friend who essentially recreated a Carbon-like tool custom-built for his niche (short-term rental property management), saving roughly $50,000/year after spending about two months building it himself. The broader point made: as accountants become more AI-literate, everyone can build tools tailored exactly to their own process rather than adapting their process to fit a SaaS vendor's built-in workflow. One member framed this as a shift from the traditional SaaS model (vendor builds a rigid tool, users adapt their process to it) toward AI-enabled custom software built around each firm's specific process. For workpapers specifically, Claude was recommended as likely the best current tool for building this — noting you may need to "scream at it a little" and that it improves as it learns your patterns. Claude's newly launched "designer" feature was mentioned as a low-code way for non-technical users to start vibe-coding their own tools quickly.

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