Field Notes from a Calgary CPA Firm

AI, Product notes, & Practice Automation

How we build and run deterministic, Zero-Retention AI workflows inside our own accounting practice.

Pinned Cornerstone Articles
★ Pinned • Product 2026-10-28

Announcement: Google for Startup Cloud Program

Today we are proud to announce that we have been accepted into the Google for Startup Cloud Program. What this means to us and the platform.

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★ Pinned • Product 2026-10-26

Changelog: Listening to our Users

Today we deployed a MAJOR change to our core Excel Builder engine. We have to listen to our users, that's you! For that we incorporated a functionality to add custom accounts both on the TB and the Dropdowns.

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★ Pinned • Usage Case 2026-10-17

Short Story: Our Team Members' Feedback

Take a quick read about what our team members have been saying about using Montgomery. I was certainly surprised. Some real world data points.

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Product 2026-10-28
Announcement: Google for Startup Cloud Program

Today we are proud to announce that we have been accepted into the Google for Startup Cloud Program. What this means to us and the platform.

2 min read Read →
Product 2026-10-26
Changelog: Listening to our Users

Today we deployed a MAJOR change to our core Excel Builder engine. We have to listen to our users, that's you! For that we incorporated a functionality to add custom accounts both on the TB and the Dropdowns.

3 min read Read →
Practice Management 2026-10-18
How AI is being used in your office without you knowing

Your staff are doing things with AI that you don't know about and you have no control over it even if you have rules around it.

5 min read Read →
Usage Case 2026-10-17
Short Story: Our Team Members' Feedback

Take a quick read about what our team members have been saying about using Montgomery. I was certainly surprised. Some real world data points.

3 min read Read →
Product 2026-10-14
Changelog: Rebuilding the Working Paper Excel Engine

Today we deployed a minor overhaul to our core Excel Builder engine. Our goal has always been to generate an output that feels less like a raw CSV dump and more like a purpose-built accounting web application.

3 min read Read →
Product 2026-09-30
Changelog: Overriding the Opening and Close on the Bank Rec

Today we deployed a minor change to allow users to override the annual bank rec open and close values and added the outside fiscal year category

3 min read Read →