Non member £250.00 + VAT
Presenter
Billie Mcloughlin
What's Included
This webinar will give attendees a clear, practical understanding of how AI agents can be deployed in an accountancy firm to improve workflows, reduce manual admin, and support client service.
Delegates will leave with a step-by-step approach they can action immediately, including real use cases and tool recommendations. The session will demystify AI implementation and help firms feel confident about starting small, with measurable results.
• What AI agents are and why they matter for accountancy firms
• Examples of AI agents in practice
• Choosing the right use case where AI can add value in your firm
• A simple implementation guide (tools, prompts, process)
• Tips for gaining team buy-in and ensuring adoption
• Risks, ethics, and what not to automate
• Live demo of an AI agent setup using accessible tools
Partners, directors, and managers in practice who are looking to streamline their workflows by adopting AI agents as digital employees.
