AI Agents for Accounting Firms: Full SuperAgentK Session

Оригинальный автор：Chan Wei Khjan

Первоисточник：https://www.youtube.com/embed/hP5LHe8eqq4

A practising audit partner walks through SuperAgentK — an AI workforce built for accounting, audit and tax practices — using his own firm's live production instance. Not a pitch deck: real client data, real posting into AutoCount, and a real EPF submission into KWSP done by the agent itself. If you run a practice and you've been wondering what AI adoption actually looks like past the ChatGPT subscription, this is the honest version — including what it costs and what ROI he has and hasn't seen after three months. What's covered: • Connecting your own AI (Claude, ChatGPT, or a local model) at company or personal level • Building a working expense-claim app with OCR just by chatting — no code • Posting bills straight into on-premise AutoCount, SQL, Million or Bukku • Turning an Excel client listing into a firm CRM with a CP204 deadline tracker • Agent Skills for audit working papers, built by the associates themselves • Browser control: the agent logs into KWSP i-Akaun and files the EPF contribution • The management metrics view — who your AI champions actually are • Pricing, and a frank ROI discussion ⏱ Chapters 0:00 Welcome — who's in the room and why this session 1:41 What SuperAgentK is, and the problem it solves 2:29 Why deploying and maintaining your own agent is the hard part 3:15 Connect your own AI: Claude, ChatGPT or a local model 4:26 Organisation vs personal AI accounts 5:12 Token anxiety and the shared company subscription 6:18 Enabling device code authorisation in ChatGPT 10:12 Connecting SuperAgentK to your ChatGPT account 11:19 The storyline: you've just opened a small practice 12:38 Data Tables and Mini Apps explained 13:22 Turning an Excel expense sheet into a database 13:50 The prompt that built the expense claim app 15:04 Live: upload an invoice, OCR fills the fields 16:39 From expenses to invoicing, payables and P&L 18:35 The Mini Apps marketplace and templates 20:27 Integrating your existing accounting software 20:38 SQL, AutoCount, Million, Bukku — on-premise vs cloud 21:44 The AutoCount demo server 23:18 Batch-uploading bills for the AI to post 24:42 How the AI decides AP, AR or cash book 25:28 Giving the AI company context so it classifies correctly 25:48 Reviewing and amending line items before posting 26:35 Approve and post — synced into AutoCount 28:09 Which software works, and the on-premise API caveat 29:33 Chart of account per client account book 30:01 The accounting firm CRM pain point 31:10 Turn your Excel client listing into a database 32:21 Live: the accounting firm CRM dashboard 34:42 Customising the app by prompting 35:04 CP204 deadline tracker on the same data 36:14 Adding an email reminder button 37:55 Agent Skills — what they are 38:13 Koa & Co: what's running in production today 38:45 Teaching a skill from last year's working paper 39:33 Cultivating the culture across the team 40:15 Spotting your AI champions in the metrics 41:05 Why conversations are visible across the team by default 42:36 The metrics table for management debriefs 43:23 All built by accounting grads, not IT people 44:14 Weekly AI adoption newsletter (in the pipeline) 45:28 Standardising skills for consistent working papers 47:25 Tasks running in parallel in production 49:47 Pricing: RM3,000 per company per month, unlimited users 50:30 Monthly focus group sessions in KL and JB 51:20 The credential vault and browser control 53:28 DEMO — EPF submission by browser control 54:27 The skill that produces the KWSP-compatible CSV 55:39 Retrieving credentials from the encrypted vault 57:11 Logging into KWSP i-Akaun and submitting 58:07 Reviewing the contribution before payment 58:27 Why browser control is slow — and why that's fine 58:48 Scheduling heavy tasks to run overnight 59:38 Recap: skills, database, mini apps, mobile 1:00:47 Identifying your AI champion 1:02:07 Q&A — the Files and Presentations modules 1:04:05 Q&A — HTML vs PowerPoint for client decks 1:04:31 Q&A — can I use MiniMax for browser use? 1:04:52 Q&A — is the monthly AI token cost reasonable? 1:05:39 Why USD100 is the realistic starting tier 1:06:00 Why boss-only AI subscriptions fail 1:07:09 An honest ROI read after three months 1:07:57 Subscribe at company level first, then individuals 1:09:07 Productivity takes time to show on the P&L 1:09:53 Monetising the skill as a new revenue stream 1:10:37 The real monthly cost at his firm, and whether it's justified 1:11:22 Staff retention as the long-term payoff 1:12:32 Why "everyone gets ChatGPT" is a waste of money 1:13:22 Closing — build the fun part, let the tech team maintain it 🔗 Links • SuperAgentK: https://superagentk.com • Pricing: https://superagentk.com/#pricing • Download: https://superagentk.com/#download #SuperAgentK #AIforAccountants #AuditAutomation #MalaysiaTax #AIAgents