A New Era of Ledger - Preparing Your Practice (Partner Webinar)

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

OBJECTIVES

• • Discover the concept of an AI native ledger; a ledger built for agents to do the work, compared to more traditional ledgers with AI layers added.
  • Consider the results an AI ledger could deliver for your firm, with easier automation and enhanced reliability.
  • Explore the advisory and additional fee income opportunities from retained client learning, leading to actionable insights that are highly valued

KEY TOPICS

• • Context Collection by Design — the difference between a context-rich and a context-sparse ledger, and why it determines what's possible.
  • What AI Needs to Be Successful — why Briefcase built the close layer after bookkeeping, and what that reveals about building for agents.
  • Should You Need to 'Prompt' Your Ledger? — what a ledger built for agents does on its own versus what a traditional ledger asks of you.
  • Context Sharing Between Workflows — how context collected in one workflow becomes usable across distinct workflows, compounding into firm-level insight

WHO SHOULD ATTEND

Partners, managers and bookkeeping/outsourcing team members in UK accounting firms who want to understand where AI native tooling is heading and how it affects client work. Suitable both for those exploring AI in practice for the first time and for those already using automation tools who want a clearer picture of what possibilities AI can give their firm. No technical background required.

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.