Episode 17: Live from Xerocon Denver with Isaac Perdomo, AI Automation Partner for $1-$10M Accounting Firms

Proudly brought to you by Ignition who we both love and use in our businesses to automate proposals and streamline invoicing.In this episode, Nat and Sarah are live from Xerocon Denver 2026 with Isaac Perdomo, founder of Opzer, someone they have followed on socials for years but never met in person until now. Isaac is not an accountant, he is an engineer that builds the agents, automations and apps that accounting firms actually use, and he helps them work out where technology will have the biggest impact before anyone starts building.They kick off with the question everyone is asking. With this much noise around AI, what should accountants and bookkeepers actually pay attention to? The conversation moves to the firm of 2030. Isaac's take is that AI becomes the interface, and accountants will not be sitting inside Xero or QuickBooks doing the work in a few years. They cover the tools he reaches for, the shift away from traditional RPA towards browser extensions and desktop scripts, and what to do with sensitive client data. His answer is that it depends on volume and consequence, with a spectrum that runs from free personal accounts through to enterprise plans, embedded AI and local models, and a very simple starting point for anyone who wants to experiment locally. Sarah pushes on cost, and whether the current pricing is quietly being subsidised.They finish on governance, which Sarah sees as an easy lift and a natural advisory conversation for the profession. Isaac's view is blunt. If you have not made a decision about which tools your team can use, your team has already made it for you, and your inaction is what is creating the risk. His starting point for an AI policy is one line. Define what tools you use, in what context, and with what data.Plus a wandering conference mic, a lanyard cameo, a PA announcement mid answer and a promise of a build versus buy conversation another day.Follow, subscribe and share with an accountant who needs a space where the real conversations happen.☕️ Send us your accounting industry tea and how you are using AI in your firm - [email protected] or DM on socials.🔗 Episode links:Isaac Perdomo on LinkedIn OpzerViktor our AI coworker💬 Join in on the conversation:- Follow us on Instagram (it’s where we have the most fun) - Like us on Facebook- Follow us on LinkedIn- Watch and subscribe on YouTubeDISCLAIMER: This podcast is general information only and does not constitute legal or professional advice. Listeners should seek their own professional advice and conduct their own due diligence before acting on any information discussed. Hosted on Acast. See acast.com/privacy for more information.