BY NUMBER7 AIAccounting firms & CAS
Contrasting client books
Client separation, coding, clarification, reviewer exceptions and the agreed QuickBooks result.
Review accounting-firm fitAIdaptIQ implementation
Connect the workflow. Verify the result. Go live.
Start with a complete piece of work your team can evaluate. The plan states what you provide, what Number7 delivers and what must pass before production.
The production path
- 01Agree the work
- 02Connect the data
- 03Verify outcomes
- 04Launch with owners
A workflow goes live when its inputs, checks and accounting result are accepted.
How is AIdaptIQ implemented?
Agree on a coherent workflow, connect representative evidence and systems, compare complete outcomes on the same sample, then accept production with named owners and recovery responsibilities.
Choose the first workflow
Start small enough to inspect, complete enough to matter.
Enterprise AP
One invoice population
Non-PO or multi-site AP with an ERP outcome. Include receipt and PO state where the actual workflow needs it.
Review enterprise fitFinance BPO
One service line
Intake, exceptions, quality checks, handoff and the human work that shapes delivery economics.
Review BPO fitThe implementation plan
Four gates, with visible responsibilities.
Agree the work
Your team providesRepresentative documents, current SOP, systems, approvers and business outcome.
Number7 deliversWorkflow definition, evaluation sample, required checks and success criteria.
Ready to continue whenBoth teams agree what counts as completed.
Connect the data
Your team providesAuthorized access, vendor and accounting context, integration owners and security requirements.
Number7 deliversConfigured intake, mappings, rules, roles and the agreed integration path.
Ready to continue whenRepresentative evidence enters and the system handoff can be inspected.
Verify outcomes
Your team providesReviewers, representative routine and difficult cases, and the current-process comparison.
Number7 deliversResult table, exceptions, human work, integration failures and recovery evidence.
Ready to continue whenComplete accounting results and failure paths meet the agreed acceptance criteria.
Launch with owners
Your team providesProduction sign-off, exception owners, support contacts and escalation decisions.
Number7 deliversAgreed rollout, monitoring, support and recovery responsibilities.
Ready to continue whenNamed owners accept the first production workflow.
Before production acceptance
Compare the same work from intake to the accounting result.
Keep the evaluation sample fixed and record every correction, question, reviewer intervention and failed handoff. Parallel operation compares the current process and AIdaptIQ on the same required outcomes.
Review source correctness and transaction completion separately. The receiving system’s acceptance belongs in the result.
After launch
Every recurring decision has an owner.
Scroll across to compare the columns
| Owner | Responsibility |
|---|---|
| Finance operations | Accounting rules, approval authority and exception decisions. |
| Number7 AI | Product operation and the agreed implementation and support. |
| Accounting / system owner | System access, integration acceptance and downstream reconciliation. |
| Joint review | Recurring issues, control health, scope changes and recovery responsibilities. |
Next step
Define the first production workflow.
Bring the documents, system, reviewer path and final accounting result you want to improve.