Wolters Kluwer, Microsoft, Salesforce urge accounting firms to pick one AI workflow in 90 days
Leaders from Wolters Kluwer, Microsoft, Salesforce, and McKinsey urged accounting firms at CCH Connections 2026 to act on AI now. They called for firms to start with one workflow, secure its data, and build agentic workflows with governance controls. The panel, moderated by McKinsey’s Matt Linderman, stressed that AI is a business transformation—not just a productivity tool—and that firms must…
Key points
- Panelists urged accounting firms to pick one AI workflow to implement within 90 days
- Data security and governance controls are critical before integrating AI agents into workflows
- AI should enable future client outcomes, not just automate current tasks, panelists said
Leaders from Wolters Kluwer, Microsoft, Salesforce, and McKinsey challenge accounting firms to make one AI move in the next 90 days
finance.yahoo.com · 30 October 2026
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