The Accounting Disruptors

The Accounting Disruptors

Wiss
Krajina Spojené štáty
Jazyk EN
Epizódy 26
Najnovšia 23.09.2026

The Accounting Disruptors is a podcast about AI in accounting, hosted by Paul Peterson and Matt Barbieri of Wiss. Each week, they offer real talk for CPAs, CFOs, and accounting firm leaders, breaking down AI tools, workflow automation, and the shifts reshaping how firms operate. The show avoids hype and focuses on what's working, what's not, and what it means for your firm. Topics include AI tools for CPAs, accounting automation, tax AI, accounting software, and the future of accounting firms.

Epizódy

  • The Hidden Grief Behind AI Transformation | Ep. 26 23.09.2026 29min
    Paul Peterson and Matt Barbieri, hosts of The Accounting Disruptors, explore why the rapid adoption of AI can feel like a grieving process for accountants and organizations. They talk candidly about fears of losing competence, control, professional identity, and job security, as well as the difficult reality that implementing AI often creates more work before it saves time. It’s an honest conversation about the gap between AI’s promised future and its current capabilities, the loss of community within accounting, and why leaders must acknowledge the human impact of disruption while helping their people move from fear to confidence. The Accounting Disruptors is produced by Wiss, an AI-optimized CPA and advisory firm serving privately held and venture-backed businesses.
  • Remembering 9/11: What It Taught Us About Humanity at Work | Ep. 25 16.09.2026 37min
    On the 25th anniversary of the September 11 attacks, Paul Peterson and Matt Barbieri, hosts of The Accounting Disruptors, step away from AI and accounting to reflect on where they were that morning and how the day reshaped their views on leadership and workplace culture. They talk candidly about the organizational divide it exposed at the time, the human need for connection during crisis, and why they believe the accounting profession has drifted away from treating people with humanity. It's a personal, unfiltered conversation about grief, resilience, and what leaders owe the people who work for them. The Accounting Disruptors is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • The Rallying Cry of Betrayed Accountants | Ep. 24 10.09.2026 55min
    Paul Peterson and Matt Barbieri, hosts of The Accounting Disruptors, unpack why most firms adopting AI right now are adding cost without changing anything about how the work actually gets done, using a real internal example: a Claude bill that jumps between $600 and $2,600 a month per individual. Paul and Matt also share how Wiss Labs solved a real operational problem inside its own investment portfolio management process, and what that experience revealed about what CFOs are actually paying for when they bring in AI tools: trust, not time savings. This episode covers CFO cost structure, accounting ecosystem history, ERP adoption, and why accounting as an industry remains significantly underpriced. The Accounting Disruptors is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • Your Leadership Says AI is a Priority, but the Usage Data Tells Us Otherwise | Ep. 23 02.09.2026 50min
    Only 10% of businesses are using AI for real, agentic work, even though 85% of accounting teams call it a strategic priority. On this episode of The Accounting Disruptors, hosts Paul Peterson and Matt Barbieri unpack the newest AI adoption data from RAMP and FloQast to explain why chat subscriptions don't equal transformation. They break down what companies are actually spending on AI per employee, why fully self-driving cars sitting unused in driveways are the best analogy for accounting's resistance to change, and why the "capacity paradox" (accountants too buried in manual work to learn the tools that would free them from it) is the real barrier to adoption. They also cover the trust gap around AI-generated financial data, why data cleanliness matters more than the model itself, and what CFOs and controllers should actually be asking before they roll out AI. The Accounting Disruptors is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • Accountants: Stop Being So Passive. | Ep. 22 26.08.2026 40min
    Hundreds of billions in AI infrastructure spend from Google and Microsoft aren't landing where you'd expect on the balance sheet, and Paul Peterson and Matt Barbieri open this episode of The Accounting Disruptors asking whether current accounting rules can even capture it. Using a deferred transfer fee case study from Manchester United as a jumping-off point, they dig into materiality, earnings management tactics like Q4 vacation blackout policies, and why openness is becoming Rillet's biggest competitive advantage after its latest funding round. From there, Paul and Matt tackle the accounting talent shortage head-on: 600,000 open positions, a 40% drop in first-time CPA exam sitters since 2016, and the uncomfortable truth about why accountants keep devaluing their own work. They close with a look at what the intelligence layer means for the future office of the CFO. The Accounting Disruptors is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • The AR Swivel Chair Problem ft. Caitlin Leksana 06.08.2026 58min
    Accounts receivable doesn't get the attention accounts payable does, but it's the function that actually gets a business paid. In this episode of This Week in Accounting AI, host Paul Peterson, CEO of Wiss, talks with Caitlin Luxana, co-founder of Fazeshift, about why AR aging buckets fail CFOs and controllers, how structured data, unstructured data, and tribal knowledge combine to create the real AR problem, and what it takes to deploy AI agents responsibly in cash application and collections. They cover DSO reduction, the swivel chair problem, and why credit card payments alone won't fix your order-to-cash process.  This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • AI is Exposing Everything That is Broken in Accounting 30.07.2026 53min
    Paul Peterson and Matt Barbieri, hosts of This Week in Accounting AI, break down two client calls that show exactly where AI is changing accounting, and where it isn't. One client wants his books closed weekly instead of monthly. Another discovered a six-figure tax exposure hiding inside a goodwill line nobody had questioned. Paul and Matt use both stories to explain why faster closes multiply the workload without the right systems in place, why your ERP can't see the data trapped in your team's spreadsheets, and why AI adoption forces accounting and tech departments to finally talk to each other.  This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • The Companies Waiting on AI Are Already Behind 21.07.2026 50min
    AI is forcing organizations to rethink more than their technology. It's reshaping leadership, strategy, and the way people adapt to change. In this episode of This Week in Accounting AI, Paul Peterson and Matt Barbieri discuss why AI adoption is as much a human challenge as it is a technical one. Drawing from conversations with CFOs and recent industry research, they explore why professionals often experience a sense of "grieving" as AI changes the nature of their work. They also talk about why the organizations that acknowledge those emotions will be better positioned to lead through transformation. The conversation examines why AI is making accountants and knowledge workers more productive rather than replacing them, what the latest market data says about AI's impact on software companies, and why businesses that delay adoption risk falling behind. Along the way, Paul and Matt unpack lessons on leadership from the world of sports, explaining why the best leaders double down on their strengths instead of making fear-driven decisions. This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • AI Adoption Isn't About Technology. It's About Leadership, Policy, and People. 14.07.2026 44min
    AI adoption isn't just changing technology. It's changing how organizations lead.  In this episode of This Week in Accounting AI, Paul Peterson and Matt Barbieri share lessons from an AI conference and discuss why the biggest challenges businesses face today are organizational, not technical. They explore why leading by example is more effective than mandating AI, the legal and governance risks many companies are overlooking, and why every organization needs an AI policy.  The conversation also dives into a compelling perspective on the emotional side of transformation: why professionals often need to "grieve" before embracing AI.  Along the way, Paul and Matt examine how AI is making knowledge workers more productive, why execution may matter more than patents, and what business leaders can learn from both software development and the World Cup.  This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • AI Won't Replace Your Culture. It Will Expose It. 01.07.2026 49min
    Technology isn't the hardest part of AI adoption. Leadership is. In this episode of This Week in Accounting AI, Paul Peterson and Matt Barbieri discuss why accounting firms and finance organizations are entering a new phase of transformation where culture, communication, and human connection matter more than ever. They explore what CFOs, controllers, CPAs, and firm leaders are experiencing as AI reshapes the workplace, why remote work has changed professional development, how organizations should rethink expectations, and why AI is creating opportunities for higher-value work instead of simply replacing jobs. Through real experiences inside Wiss, Paul and Matt explain why successful AI implementation depends on organizational alignment as much as technology. This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • Legacy Data, Lean Startups, and the Real Reason Stanford Students Walked Out on Google 23.06.2026 36min
    When hundreds of Stanford students walked out on Google's CEO at commencement, most people filed it under "campus drama." Paul Peterson and Matt Barbieri see it differently. In this episode of This Week in Accounting AI, the Wiss hosts unpack what that walkout signals about generational fear, why AI company leaders keep doubling down on job-displacement narratives that serve shareholders more than workers, and why the most admired companies deploying AI right now are focused on making their products better, not just cutting headcount. They also get into the stark differences between legacy businesses, SaaS companies, and AI-native startups, a 100-year-old client building an entirely new product from proprietary data, CEOs using Claude for FP&A; (and what they're missing), and why changing your mind frequently right now is the smartest thing you can do. This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • KKR, Baker Tilly, and the Wealth Transfer Nobody's Talking About — What PE Consolidation Really Means for Accountants 16.06.2026 33min
    56% of CFOs say they've adopted AI. Only 7% say they're getting a return on it. This week, Paul Peterson and Matt Barbieri open with that Gartner data, and make the case that most finance leaders aren't just underperforming on AI, they're measuring the wrong thing entirely. Speed to close is not the same as speed to the information that runs a business. From there, they get into the week's PE headlines: Anchin's acquisition by Baker Tilly and KKR's investment into Crowe. Paul breaks down what actually happens in these deals, the wealth transfer, the loss of accountant agency, and the disappearance of a career path the profession has relied on for decades. The episode ends where it started: with a question about what accounting actually is.Transactional, or relational? Paul's answer is clear. This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • AI Native Accounting Is The Three-Point Line - And Most CFOs are Still Playing Post-Up Ball 09.06.2026 29min
    Paul Peterson and Matt Barbieri just returned from four weeks on the road — BDO's firm conference in Vegas, an investor summit in San Francisco, Boston Tech Week, and NYC Tech Week — and the takeaway is stark: the gap between accounting firms embracing AI and those waiting it out is widening fast. In this episode of This Week in Accounting AI, they break down what they saw across all four stops, unpack the Rillet vs. Artifact debate (AI-native ERP vs. agnostic intelligence layer), and get into why most CFOs can't answer the most basic question about their own close process. They also cover agent stickiness, why most AI agents die after the first build, how to think about designing AI usage vs. just experimenting, and why Paul's NBA three-point-line analogy may be the clearest frame yet for what AI-native accounting actually means for competitive advantage. This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • The ERP Is Broken by Design — And Accountants Are Paying the Price | ft. Adam Riches, Netgain CEO 03.06.2026 1h 6min
    Netgain CEO Adam Riches joins Paul Peterson to expose why ERP systems deprioritized accounting decades ago — and why CFOs are still paying the price. They cover the history of accounting as a competitive advantage (from the Medici to Carnegie to the IBM mainframe era), how the spreadsheet became a 40-year Band-Aid, and what modern accounting infrastructure actually needs to look like. Adam breaks down Netgain's three-layer close framework (cash, simple accrual, GAAP), the case for rules over AI in bank reconciliation, Benford analysis for anomaly detection, and why AI risks repeating the same mistake as ERP if the profession isn't deliberate. A must-listen for CFOs, controllers, and finance leaders navigating the next wave of accounting technology. This Week in Accounting AI is produced by Wiss, an AI-optimized CPA and advisory firm serving privately-held and venture-backed businesses.
  • Power, Gatekeeping & Control in Accounting - And How Al Is About to Break It Open 26.05.2026 39min
    In episode 12, Paul and Matt get into the uncomfortable truth about accounting departments: too many of them are held hostage by a single person who has turned a process into a black box. From the controller who "bamboozles" leadership to the commissions guy who made Friday bagels a bigger priority than payroll, Paul and Matt unpack how power and control became baked into the profession, starting with the 150-hour rule, and why AI is about to flatten it. They also dig into service as a lost art, why accountants were never supposed to be schedule-preparers, and Paul's vision of accountants as storytellers and business leaders inside the companies they serve.
  • Audit Trails, Hallucinations & Job Security - What Accountants Actually Asked About AI 19.05.2026 21min
    Fresh off the Wiss Labs Bourbon & Bookkeeping event, Paul Peterson and Matt Barbieri unpack the three biggest questions a room full of CFOs, controllers, and founders brought to the table: How do AI agents handle audit trails? What about hallucinations? And the one everyone wants to ask — are accountants about to lose their jobs? Plus, why the new "intelligent layer" running over the ERP is making context the most valuable asset in accounting.
  • 2 Myths About Al in Accounting That Are Holding CPAs Back (From Real Busy Season Data) 12.05.2026 37min
    Fresh off the BDO Annual Conference and meetings in San Francisco, Paul Peterson and Matt Barbieri get real about what's actually happening with AI adoption in accounting, and what's not. Drawing on candid feedback from Wiss staff who piloted AI tools through busy season, they dispel two big myths: that AI means fewer accountants, and that AI tools can be distributed like traditional software. In this episode: Why "max your tokens" mandates are killing AI adoption The hidden cost of implementation that VCs and founders keep missing Why mandated AI is the case most easily headed for failure How accounting is shifting from a back office to a front office function A direct message to startups and VCs: stop treating this like a SaaS rollout A candid, unrehearsed conversation about why the profession has been undervalued, and why the path forward requires real partnership between accountants, founders, and investors.
  • Your ERP Treats Accounting as an Afterthought - Rillet Recon 2026 Takeaways 04.05.2026 54min
    For 30 years, ERPs have been built for operations, and the general ledger got bolted on as an afterthought. Paul Peterson and Matt Barbieri argue that's exactly why so many finance leaders say "the accounting blows", and why it was never an accountant problem in the first place. Fresh off Rillet Recon 2026, Matt shares what he saw in the room: a community that feels more like an apprenticeship than a conference, a live moment where 100 Claude licenses got handed out on the spot to attendees who'd never logged in, and an AI adoption gap in finance that's now an either-or, with very few in the middle. From there, Paul and Matt dig into the harder questions. Why are companies hiring FP&A teams to do work their accountants are already trained to do? When a growing company outgrows QuickBooks, what's the right way to evaluate an ERP, without starting with the tool? And what does it actually look like to put accounting back at the center of the system, instead of bolted on at the end? A candid conversation about what's broken in accounting systems, what Rillet is getting right, and what every finance leader should be asking before their next system decision.
  • Offshoring is a Bandaid, Not a Fix - How Al-Optimized Firms Win on Context Instead 27.04.2026 30min
    Paul Peterson and Matt Barbieri make the case that offshoring is a bandaid, not a fix, and that CFOs evaluating accounting partners need to stop asking "how cheap?" and start asking "how are you building intelligence on my business?" They unpack why context is the new competitive advantage in the AI era, why tribal knowledge is the real moat, and the specific questions every CFO should be asking before signing with a firm, from data security to deliverables to who actually owns the knowledge being built. Source: https://paulpetersonwiss.substack.com/p/title-why-does-accounting-have-to
  • Tax Season Is Getting Worse - Not Better. Here's Why Al Hasn't Fixed It Yet 20.04.2026 40min
    Tax season is over. The real work is just beginning. In this episode, Paul Peterson and Matt Barbieri pull back the curtain on what actually happens inside an accounting firm during busy season, and why, despite billions spent on software and a wave of AI optimism, this year was harder than the last. They get honest about the hidden costs of AI adoption, why offshoring is a band-aid not a fix, and why the most valuable thing an accountant holds isn't a tax return, it's context.Source: https://paulpetersonwiss.substack.com/p/title-why-does-accounting-have-to