Thinking on AI agents, accounting, and why the two are more connected than you'd expect.
AI is in production. That's settled. What most people haven't noticed: it stopped being a tool humans operate and started becoming a system that operates on its own.
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AI made production free. The one-person billion-dollar company still isn't coming — because we're probably only good for about 20 hours of judgment a week.
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For twenty years we treated skill as a definition. It was always a proxy for judgment. Then AI made the skill cheap — and exposed what we were really measuring all along.
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Job postings requiring AI skills in accounting jumped 67% in one year. What employers are actually listing reveals a profound confusion about what AI does — and that confusion has a price.
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POLA is 50 years old. Almost nobody applies it structurally to AI agents. Most frameworks hand the agent a god-mode API key and call it a day.
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Berkeley researchers studied 86 production AI agents. The teams that ship choose simple and controlled over clever and autonomous.
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Software companies are shipping AI agents that do your books. I went and looked at who's behind them.
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300,000 accountants left. Graduates hit a 20-year low. This isn't a hiring problem you can salary your way out of.
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Accounting solved the trusted insider problem centuries ago. One agent enters, one reviews, one posts. No single agent completes the cycle alone.
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A privacy policy is a promise. It can change with a board vote. Real security is architectural — the system is designed so misuse requires rebuilding it, not updating a document.
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Your agent's inbox is an attack surface. The fix: spawn a disposable subagent with no tools to read untrusted content. The intern opens the mail but can't wire money.
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Everyone building AI safety is thinking like an IT department. There's a better model — and it's been running since the Medicis.
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The AI reasoning layer changes every six months. The tools layer doesn't. Most AI companies are building the wrong one.
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Most agent builders stuff context windows with answers. The better approach is to give agents methods for finding answers.
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