Agents on the desk
The PC Financials Monthly
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Long-form notes on automation, the close, AI in financial work, and how an AI-native firm runs. Roughly monthly.

Lead essay · Automation

How to automate your bookkeeping in 2026

Twelve practical patterns from running an accounting practice built on its own software. What's worth automating, what isn't, and the failure modes I keep watching mid-market clients walk into themselves.

2026-05-12 · 12 min · Pin Cohen, CPA
Archive · All writing
2 pieces
Date
Tag
Title
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2026-04-08
AI
Accounting + AI + automation, four years in
Four years of writing agents against the GL. The ladder I use to decide what to automate next, and the patterns that don't survive contact with a real chart of accounts.
9 min
Topics
Automation · 2 Practice · 1 AI · 1
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