Technology and AI
Date: 19th October 2026
Time: 1:00pm - 2:00pm
Estimated CPD hours: 1 hour
Non member: £250.00 + VAT
Presenter
Billie Mcloughlin
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.
What's Included
