TL;DR
Tohme Accounting believes AI is becoming essential in cross-border accounting as firms manage growing regulatory complexity, faster reporting demands, and larger volumes of financial data. The firm uses a customized in-house AI system to support workflow management, data analysis, and advisory services while maintaining human oversight for strategic decision-making.
Tohme Accounting, a cross-border tax and advisory firm serving clients throughout Canada and the United States, sees artificial intelligence becoming increasingly influential in modern accounting. It observes that as financial activity expands across jurisdictions and regulatory frameworks continue to evolve, firms are adapting to larger volumes of data, faster reporting expectations, and more complex compliance requirements.
“You can see the shift in cross‑border accounting today. Companies are juggling multiple tax systems at once, and the firms supporting them are trying to keep up with rules that change constantly. Clients want answers fast, and they expect those answers to be backed by real‑time information,” founder Samer Tohme says. He adds that as these demands continue to increase, conversations around AI have moved beyond experimentation and into broader operational use.
Recent industry research reflects that momentum. According to a survey, 59% of finance leaders reported using AI within their finance functions, while organizations with more advanced implementations expressed growing confidence in the technology’s long-term value. Additionally, many finance leaders continue facing obstacles related to technical expertise, operational integration, and data management, illustrating how AI adoption involves much more than introducing a new platform into an existing workflow.
“The implementation challenges continue to appear across the accounting field, where longstanding processes and structured workflows are common. Because of that foundation, transitions to new technologies naturally take time,” Tohme says. He notes that many firms are still assessing how AI fits within their operational models, especially when dealing with compliance-sensitive work that requires precision and review. Tohme adds that in some cases, uncertainty surrounding customization, oversight, and practical application has slowed adoption, even as demand for faster and more integrated financial guidance continues rising.
He believes much of the conversation surrounding AI becomes more meaningful when viewed through the lens of integration instead of replacement. “Accounting involves understanding context, identifying patterns, and interpreting how financial decisions connect to larger business objectives,” Tohme says. “AI expands the ability to organize information quickly, but professional judgment remains essential in translating that information into advice that fits the client’s situation.”
That perspective has influenced how the firm developed its technology infrastructure. Instead of depending entirely on widely available third-party software, Tohme Accounting built a customized in-house AI system tailored to its internal workflows and client needs. The platform supports operational functions including organization, workflow management, data analysis, and client communication, while remaining under the firm’s direct oversight.
This level of control, Tohme explains, has become especially important in cross-border accounting, where businesses often navigate Canadian provincial regulations alongside U.S. federal and state tax requirements. He notes that legislative updates, filing obligations, and reporting standards can vary significantly between jurisdictions, creating an environment where information changes quickly and precision becomes increasingly important.
Within Tohme Accounting’s workflow, AI assists with organizing financial information, identifying regulatory developments, and interpreting quantitative data in real time. This allows the firm to evaluate how changes in tax legislation or reporting requirements may influence specific clients across multiple jurisdictions. As a result, advisors can dedicate more time to strategic analysis and personalized planning instead of manual data organization.
“To work across borders effectively, you need visibility into how multiple systems connect at the same time,” Tohme states. “AI can help organize those moving parts efficiently, which creates more opportunity for meaningful discussions around planning, operations, and long-term financial decisions.”
The growing volume of financial data has also changed how firms think about personalization, according to Tohme. Business owners seem to be increasingly expecting accounting relationships to reflect their operational priorities, timelines, and growth objectives. Maintaining that level of customization across hundreds of clients can become difficult without integrated systems supporting the process behind the scenes.
Tohme Accounting uses AI to organize client-specific information, operational details, reporting timelines, and strategic objectives so advisory recommendations remain connected to each client’s broader financial goals. That integration, as Tohme notes, also contributes to faster documentation processes, more efficient reporting preparation, and improved coordination across ongoing tax and accounting work.
At the same time, the firm maintains active oversight throughout the process. Tohme emphasizes that AI functions most effectively when paired with technical expertise and continuous review. “Technology can process information quickly, but accounting still depends on interpretation, experience, and accuracy,” he says. “Professional oversight remains an important part of ensuring the information supports the right financial decisions.”
As firms continue integrating AI into their workflows, Tohme notes that the profession itself is also evolving. He observes that more accounting professionals are spending time on advisory, analysis, and strategic planning while automated systems assist with repetitive administrative tasks.
Industry research suggests this transformation is becoming more widespread. According to an industry report, AI adoption among accounting firms increased from 9% in 2024 to 41% in 2025, with many firms integrating AI into workflows designed to improve operational efficiency, financial insight generation, and client service. The report also notes that firms are increasing investment in integrated technologies and advisory-focused services as client expectations continue evolving across international markets.
Tohme believes the future of accounting will continue combining technological capability with human expertise. “Clients value insight that connects financial information to practical business decisions,” he says. “AI contributes analytical speed and organizational support, while accountants provide interpretation, strategy, and perspective informed by experience.” Through its customized AI infrastructure and advisory-focused model, Tohme Accounting continues refining how technology can support precision, responsiveness, and personalized financial guidance within an increasingly international accounting landscape.
