Practical AI in Accountancy - Use Cases, Controls and Quick Wins

OBJECTIVES

Delegates watch three practical AI tasks run live from start to finish, understand the setup well enough to repeat it in their own firm, and leave knowing the controls that make it safe to use on real client data rather than test files. Everyone gets the prompts and a 30-day pilot plan to take away.

KEY TOPICS

• Where AI genuinely helps a practice today, shown live rather than described
• Building an email assistant that writes in your own voice, from scratch, on screen
• Management accounts commentary drafted directly inside Excel
• A second pair of eyes across a client's year-end file
• Where the main tools actually differ, and where it makes no difference which one you pick
• The controls for real client data: account tier, what never goes in, working on copies, who reviews what
• A 30-day pilot plan you can start the following week

WHO SHOULD ATTEND

• Partners and directors deciding how AI gets used in the firm
• Practice and office managers who'll own the rules day to day
• Seniors in accounts prep and management reporting
• Anyone who came to the July session and wants to see it working live - Practical AI in Accountancy - Use Cases, Controls… | 2020 Innovation