AI Automation for Accountants

Pre-Recorded - Watch on Demand

1 x CPD point

Many accounting firms are experimenting with AI. Writing a few emails. Drafting content. Saving small amounts of time. But very few are using AI to actually run repeatable workflows inside the firm.

This practical webinar shows accountants how to build simple AI automations and AI assistants that handle everyday accounting admin and support tasks automatically. Without developers. Without consultants. And without changing your core systems.

You will learn how to use AI to:

• Triage and summarise new client enquiries

• Automate client follow-ups and document requests

• Summarise emails, notes, and client information

• Support onboarding, compliance, and advisory workflows

• Reduce admin load across partners, managers, and staff

We will walk through real examples of AI workflows designed specifically for accounting firms and demonstrate how these automations can be built using tools you already recognise and trust.

This session is not about replacing professional judgement or compliance processes. It is about using AI as controlled support staff to improve efficiency, consistency, and capacity so your team can focus on higher-value advisory work.

Perfect for:
Accounting firm partners, managers, practice managers, and advisory teams who want AI to work inside the firm, not sit on the sidelines.

This webinar will be recorded - all those that book will have access to the recording for 12 months.