AI Transforms Accounting at Bonadio

Top 50 firm embraces AI to boost efficiency and client value

Published on Feb. 19, 2026

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The Bonadio Group, a Top 50 accounting firm based in Rochester, New York, is making greater use of artificial intelligence (AI) as the technology continues to transform the accounting industry. The firm is using AI to automate administrative tasks, allowing its professionals to focus on providing more strategic value to clients. However, Bonadio's CEO emphasizes the importance of maintaining human connections with clients as the firm embraces AI.

Why it matters

The increased adoption of AI in accounting highlights the ongoing technological transformation of the industry. While AI can drive greater efficiencies, there are concerns about its potential impact on jobs. Bonadio's approach aims to leverage AI to enhance the firm's services and client relationships, rather than simply replacing human roles.

The details

Bonadio is using AI for a variety of administrative tasks, including data entry, reconciliations, financial reporting, tax preparation, and expense management. This allows the firm's professionals to focus on providing more strategic advice and building stronger relationships with clients. The firm is also investing in training and upskilling its employees to ensure they can use AI responsibly and effectively.

  • Bonadio has been testing AI solutions for several years through its AI and technology committees.
  • The firm recently expanded its outsourced accounting practice through a merger with Dalle Accounting and Cash Management in Albany.

The players

The Bonadio Group

A Top 50 accounting firm based in Rochester, New York.

Bruce Zicari

CEO of The Bonadio Group.

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What they’re saying

“As you can imagine, AI is bringing significant changes to our accounting industry, and certainly we're responding at Bonadio. We have for several years been testing all kinds of different AI solutions through our AI committee and our technology committee. AI is becoming embedded in everything we do in our workflows.”

— Bruce Zicari, CEO (Accounting Today)

“It's absolutely transforming the role that we play with clients. It's allowing us to take a lot of the administrative tasks that were done by our professionals, have them be done by AI, and we are then upskilling our professionals to bring more value, train them to use AI responsibly, to make sure that we are using AI to bring value to our clients and explain to them how to all the data we get out of it, how to interpret it and how it pertains to their business.”

— Bruce Zicari, CEO (Accounting Today)

What’s next

Bonadio plans to potentially expand its presence in Delaware, Dallas, and New York City in the coming year, with a focus on growing its advisory and outsourced accounting practices.

The takeaway

Bonadio's embrace of AI highlights the accounting industry's ongoing technological transformation. While AI can drive efficiencies, the firm emphasizes the importance of maintaining human connections with clients and upskilling employees to use the technology responsibly and effectively.