Hands-On with AI: Build Your First Accounting Agent

Overview

Don’t just hear about what AI can do – see it in action and try it yourself! Together we will walk through how to design a simple AI agent for a common accounting workflow, step-by-step. At the conclusion of the webinar, you will understand what an AI agent and will have a clear picture of how to create one that fits your practice.

Speaker Bio
Deepak Lalit, CA, CFA, is co-founder and CEO of Tellen, an AI infrastructure company helping accounting firms securely adopt and scale artificial intelligence. Tellen provides purpose-built AI agents for audit, tax and advisory workflows, with a focus on security, compliance and audit trail integrity.

Deepak began his career in public company audit at Ernst & Young (EY) before serving as CFO for several private equity-backed, regulated fintech companies. His background spans finance, regulation and technology, giving him a unique perspective on the opportunities and risks AI presents to the profession.

Deepak has a degree in Mathematics and Computer Science from the University of Warwick in the United Kingdom. He is a Chartered Accountant (CA) and a CFA Charterholder.

Highlights

Prerequisites

None

Designed For

Objectives

• Understand how AI agents differ from basic chatbots.
• Identify everyday accounting tasks that agents can streamline.
• Learn the core components needed to build a secure, CPA-ready agent.
• Build and test your first accounting agent step-by-step.

Preparation

None

Notice

FICPA Webinars are presented virtually. 
 
Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation.  Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.