Articles

Making an Accounting Practice AI-Compatible: Six Stages for Staff

Accounting firms are being told to make their work AI-compatible. What that means in practice, why reviewability is the hard part, and a six-stage roadmap showing how staff move from preparing documents to reviewing and advising, with the Document Substrate doing the reading and checking.

Johan Steenkamp

AI product engineer working across strategy, delivery and the people whose work changes, from AI adoption through to production systems in daily use. Available for contract, fractional and advisory roles. Christchurch, New Zealand.

The Document Substrate, Revisited

What changed after four months of real client documents: extraction became a separate flow, every extracted figure is traced back to the page it came from, retrieval stopped being a single vector search, and the most useful thing built on top turned out to be a completeness check that no model takes part in.

Eight Principles Behind the Document Substrate

The working principles behind every Orbital system, each with the mechanism that enforces it in the Document Substrate: garbage in, garbage out; doer to reviewer; the model out of the defensible core; personal details never leave the building; ledger, not spreadsheet; one install per customer; small firms first; expertise is captured, not generated.

Why 'Substrate'?

Why 'substrate' is the right word for what an Orbital Map engagement produces: where the word comes from, what it says, and what the alternatives lose.

CTI's MCP Server: Making the Coach Composable

How CTI exposes its rides, fitness state, profile memory, workout generator, and coach over the Model Context Protocol — including the OAuth 2.1 + PAT auth model, the tool/resource/prompt surface, and the security plumbing that keeps it scoped per user.

AI That Runs on Your Expertise: Map, Architect, Build

The case for AI grounded in a business's own judgement rather than a generic model, and the Map, Architect, Build engagement shape that produces it. Originally the Orbital home page, April to September 2026; kept as the long-form version of the argument.

Example Projects

Case studies: PII-safe document AI for professional practices, 3D geospatial data visualization, fraud network analysis, production AI pipelines, distributed IoT monitoring, engineering simulation UX. Custom systems for problems off-the-shelf tools could not solve.

Building AI Products That Ship: From Insight to Production in Weeks

Ship useful AI products in weeks, not months. Learn the agent lab architecture, how to identify net-new work opportunities, make your data AI-ready, and execute a 4-8 week development cycle from insight to production. Focuses on outcomes over capabilities, deep integration over generic tools, and rapid iteration with real users.

MCP Client Feature Support

Detailed comparison of Model Context Protocol (MCP) feature support across leading clients — including Claude Desktop, Nanobot, Cline, Cursor, Windsurf, and Postman — examining how each handles tools, resources, prompts, sampling, OAuth, and other key capabilities.