accounttech-ai-advisory-panel-shaping-a-smarter-2026

a smarter direction for AI
our panel’s feedback reshaped our AI strategy into a powerful dual approach:

• faster admin workflows through automation
• instant, high-level insights for owners and managers who need data at their fingertips

this validates our vision for AI tools like “hey darwin”, designed to automate tasks and answer important business questions in seconds.

better agent communication—without the noise
instead of adding more channels to an already busy agent workflow, the group encouraged us to focus on automated email reminders, especially for missing transaction data.
they also initiated the idea of positive AI-powered recognition—sending agents automatic “kudos” for milestones. a small touch that can strengthen culture in a big way.

AI-enhanced accounts payable
the panel helped highlight practical solutions to make a/p easier and more accurate:

• smarter gl account suggestions
• ocr tools to pre-fill vouchers from emailed or scanned invoices
• a simple receipt-snap tool for managers, keeping credit card expense details accurate and timely

these improvements are all about real efficiency—not adding more work.

a new era of reporting
one of the strongest messages from our AI advisory panel: give users more flexible, customizable reporting.
from a drag-and-drop report builder, to AI-powered data queries, to bundled “all-in-one” report packages—our 2026 roadmap is focused on turning reporting into a powerful, time-saving experience.

what’s next
the AccounttTECH team is organizing all the ideas into a prioritized list for the panel to further discuss and prioritize, and we will continue to meet on a regular basis over the next year. together, with the help of our customers and users, we’re building a best-in-class dashboard and AI experience that will set a new standard for real estate accounting and back-office intelligence.

this meeting marks the beginning of a truly collaborative journey.
and we’re just getting started.