
How AI Accounting Agency automates the work behind the numbers
Angela Hernandez, Founder & CEO of AI Accounting Agency, helps small and mid-sized businesses integrate AI into accounting and operational workflows. Hernandez explains how the agency connects tasks like sales contracts, commission calculations and accounting entries, and why some work still benefits from a human touch.
Use AI to take on repetitive workflows and speed up initial research, but keep human judgment in work where voice and context matter. Hernandez also advises automation businesses to plan ahead while staying focused on solving a real customer problem.
What’s the quick origin story of your business, and what makes what you do genuinely different from the other options your customers are looking at?
I started AI Accounting Agency because I saw how much time businesses spend on tasks that could be automated. My accounting background helps me understand the logic behind complex calculations and how to structure the workflow so that the entire system works as intended. We identify where AI can replace the boring, manual work and we build the logic for that automation. For example, we can connect sales contracts to commission calculations and accounting entries, so the numbers are calculated based on each company’s rules instead of someone having to do everything in spreadsheets.
Where does most of your new business come from today, and where do you wish it came from?
Most of our new business comes from referrals, and I’m extremely happy with that. It means our clients are getting results they value; enough that they’re willing to put their own reputation behind recommending us to another business owner. But growth is difficult to forecast when relying entirely on referrals. We’re planning to test paid advertising soon to see what kind of response we get. I’m interested in reaching business owners who have the need for what we offer but don’t know we exist.
What’s one thing you’ve actually handed over to AI in the last year, and one thing you tried it on and went back to doing the human way?
Interestingly, I tried using AI to help write articles. I may be a bit dramatic, but the results are horrible still. I don’t want to publish something that sounds like a textbook, so I went back to writing the content myself. I still use AI to develop my ideas, though. But the final writing has to sound like me. As far as something that I’ve handed over completely, it would be all of the initial research on anything. I’m able to familiarize myself with almost any topic much faster, so I can spend my time focusing on the details and figuring out how it applies to what I’m working on.
Have you noticed a change in how customers find you or what they already know before they reach out? Is anyone arriving through AI assistants like ChatGPT yet?
I haven’t had any clients come directly through ChatGPT yet, at least not that I’m aware of. I think we’re still at a stage where we have a lot of room to grow our online presence and become more visible. Most of our business still comes through referrals, so organic growth remains our primary source of new customers. Customers are obviously starting to use AI tools to find companies and compare services, which I think creates an opportunity for smaller businesses. We need to make sure our website and content clearly explain what we do and what problems we solve. That’s an area I want us to invest more time in as we grow.
If you were advising someone in your industry on all of this for the next 12 months, what would you tell them to actually do, and what would you tell them to ignore?
Within the tech industry, specifically automation, I would tell people to plan their company’s direction at least three steps ahead of where they think they want to go. Technology is evolving so quickly that by the time your product is ready to launch, AI may have already simplified the process or made parts of your original offering easier to accomplish. I would tell them to ignore the people who say their product won’t sell because AI can do it, though. If the product solves a problem and provides value, there is still a market for it. Not everyone knows how to use AI, and even those who do don’t necessarily want to build their own solutions. At that point, the focus should shift toward getting your product in front of as many potential customers as possible. You want to be the company people think of and choose when they need that solution.
Thank you to Angela Hernandez and the team at AI Accounting Agency for sharing what actually worked with Leaders Perception readers.
Want to share your playbook?
Leaders Perception publishes founder and operator interviews every week. A few questions, about five minutes, no calls. It is free and everyone we accept gets published.
