CPDStore

AI is rapidly becoming part of everyday working life, but for many bookkeepers and accountants, knowing where to start can feel overwhelming. With new tools, features and terminology appearing constantly, it can be difficult to separate what is genuinely useful from the noise. This practical session will show delegates how to take simple steps towards using AI as their own everyday assistant. We explore how AI can support communication, administration, research, ideas and day to day practice tasks, while keeping the human firmly in control. Delegates will leave with practical ideas they can start using immediately to save time, reduce repetitive work and create more space to focus on their clients and their business.

In this session Natasha Everard covers the following topics:

• Understanding AI without the jargon
   What AI actually is, what it can and cannot do, and where it can realistically fit into a bookkeeping or accounting practice.
• Making AI your everyday assistant
   Practical examples of using AI to help with emails, client communications, meeting preparation, research, planning, procedures and everyday administration.
• Getting better results from AI
   How to communicate effectively with AI, provide context and create useful prompts without needing complicated prompt formulas.
• Building AI into your working day
   Identifying repetitive or time consuming tasks where AI could assist, and looking at simple ways to incorporate it into existing workflows rather than adding another layer of technology.
• Using AI responsibly and confidently
   Understanding the importance of data security, confidentiality, accuracy, checking outputs and maintaining professional judgement. AI should support the bookkeeper or accountant, not replace their expertise.