AI Roadmap

Definition

A structured, phase-by-phase plan that guides a CPA firm through the sequential adoption of artificial intelligence tools, starting with foundational processes like document intake before advancing to more complex applications. The sequencing is considered critical — deploying tools out of order can automate inefficient processes or result in expensive, unused software. A well-designed AI roadmap ties each phase to measurable ROI milestones before the firm moves to the next stage.