Finance and reporting
Who can set up AI for my accounting team?
The short answer
Summit Client Services sets up AI for accounting teams, building the tools on the reports and software you already use, training your people, and keeping a person checking every number before it goes out. The same approach took one monthly commission run from four days to about two hours, and one recurring report down to five minutes, both measured on the team's own numbers, before and after. Figures from client work.
By Bruno Guberinich and Peter Davis III, founders of Summit Client Services. Updated .
What changed in client work
Two results from client work, each checked by a person before anyone relied on it:
- A monthly commission run: four days became about two hours. Built on the team's own systems and matched against its own past numbers, to the cent. A person checks the result before anyone is paid.
- A recurring report: two days became five minutes. Built from the same source files and checked line by line against past reports.
How the commission run was built and checked: automating a monthly commission run.
Where to look in an accounting team
The best first targets repeat every month, follow written rules and pull from the same exports. In an accounting or finance team, that usually means:
- Commissions and incentive payouts.
- Month-end close, board packages and recurring reports pulled from the ERP and accounting system.
- Reconciliations between the ERP, the general ledger and bank files.
- Invoice and document intake: reading what arrives and flagging what is missing, for a person to review.
What stays with your people
Closing judgments, tax positions, audit sign-off and anything that touches a customer or a payout stay with the people you hired for them. AI can gather, sort and draft. We do not shrink teams. We multiply them.
Your accounting software stays
We do not sell software and we do not replace your accounting system, your ERP or your general ledger. We build on the systems and AI accounts your company already owns, from the reports your team already exports: QuickBooks, NetSuite, or your own ERP. If your system has no usable API, that is fine: see reporting when the ERP has no usable API.
When AI is not the answer
Some problems need an AI agent. Some need workflow automation. Some are better solved with a phone call and a spreadsheet. If the hard part of the work is judgment, or the volume is small, we will tell you to leave it alone.
Questions people ask next
Do you only work with accounting firms?
No. We work with any company's accounting or finance team that wants AI inside the process they already run.
Will it work with our accounting software?
If it can export a report, yes. The tool is built on the exports your team already runs, with no admin access and nothing written back into the system.
Is our financial data safe?
Your data stays in your company's own systems and AI accounts, set up in your company's name. Business AI accounts do not train on your data, and every permission is listed in writing for IT to approve.
How were the results measured?
On the same recurring work, before and after, with every output matched against the team's own past numbers before anyone relied on it.
Who does the work?
The two founders, with a team of AI assistants, each with one job. Every piece is checked by a person before it goes out.
More answers
- How do companies automate a monthly commission run? Rules in code, every result matched to past payouts, a person approving. Four days became about two hours.
- Can AI cut the time it takes to build a monthly board package? Yes, for the assembly: pulling, tables, formatting. One recurring report went from two days to five minutes.
- Can AI automate reporting if our ERP has no usable API? Yes. Built on the exports your team already runs, no system access needed.
- All answers Every question we have answered so far, in one place.
In the field guide
Your next step
You have the answer. Now ask about your business.
Thirty minutes. You bring one process, and we tell you plainly whether AI is worth doing there and where we would start.
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About Summit Client Services. Summit Client Services is your outsourced AI department: we set the strategy, build the tools into how you already run, train your people and keep it all working, on flexible terms. Founded in 2026 by Bruno Guberinich and Peter Davis III. Not affiliated with any other company named Summit Client Services. Contact Summit Client Services.