Mary Delaney

Mary Delaney, CEO of Karbon, known for her expertise in workflow automation, joins Kenji Kuramoto, co-founder of Acuity, a leader in client accounting services. They dive into how standardizing workflows can enhance efficiency without compromising the creative aspects of advisory work. Topics include Karbon's acquisition of Aider for automating month-end tasks and the importance of time studies for identifying automation opportunities. They also discuss integrating workflows during mergers and the role of AI in streamlining operations.