Running on the desk
PC Financials · AI implementation firm for the back office
Writing

What we're
thinking about.

Long-form notes on implementing AI in the back office: the systems underneath it, the operations it runs on, and what a CPA will not hand to an agent. Roughly monthly.

Lead essay · AI

Most 'agents' are scripts in costumes

The pitch is an agent that runs your close. Strip the costume and you usually find a script, which is fine: the script is the part that works. A census of our own build, and three questions to ask before the demo ends.

2026-10-24 · 6 min · Pin Cohen, CPA
Archive · All writing
2 pieces
Date
Tag
Title
Read
2026-07-30
Systems
QuickBooks is a fine ledger and a terrible window
The ledger was never the problem. The window was: click, load, reload, break, and still no answer. A writeup of the QBO A/R App: one complete sync out of QuickBooks, a fast surface to find, fix, print, and collect, and a controlled path back to the books.
8 min
Topics
AI · 2 Systems · 2
Subscribe by RSS

Read by RSS.
Or just check back.

One long-form note most months. No newsletter, no pop-ups, just the feed.