CPAi Advisors + Copilot Frontier: Accounting Meets Agent Mode

Hey all — I’m Dan, founder of CPAi Advisors, where boutique accounting meets workflow automation and Microsoft Copilot.

I spent years in public company accounting, working across GL, AP/AR, reporting, and compliance — plus deep ERP integrations and technical troubleshooting. After seeing firsthand how manual and fragmented financial workflows can be, I decided to go out on my own and build something smarter: a boutique firm powered by Microsoft 365 Business Premium + Copilot.

Now I’m exploring how Office Agent (Frontier) can take things further — not just chat in Word or Excel, but actually carry context across apps and orchestrate real accounting tasks.

Here’s what I’m testing:

• Agent Mode in Excel → financial models, ledger reconciliation, anomaly detection
• Agent Mode in Word → client-ready reports that pull live spreadsheet data
• Agent Mode in Outlook → turning email threads into task lists and audit prep
• Cross-app orchestration → one prompt that builds a report, updates the spreadsheet, and drafts the email

💡 Focus:

• Copilot in accounting workflows
• Automating compliance & audit readiness
• Bridging trust in AI for financial advisory
• Pushing Agent Mode beyond the obvious

Excited to share feedback and help shape what’s next. Let’s make accounting workflows smarter — and a little more fun.

Take care & be well!