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

OBJECTIVES

By the end of this webinar, delegates will be able to compare ChatGPT, Microsoft Copilot and Google Gemini for common accountancy workflows; apply a concise governance toolkit (ICO/GDPR, ISQM (UK) 1, ISACA) including a basic DPIA; and execute three practical quick-win automations with appropriate review steps.

Attendees will leave with a 30-day pilot plan - covering roles, guardrails, training and ROI measures - that can be implemented immediately.

KEY TOPICS

• State of AI in Accountancy – poll, benchmarks and a 5-stage maturity model
• ChatGPT vs Microsoft Copilot vs Google Gemini – strengths, limitations and best-fit use cases
• Risk & Regulation – GDPR/ICO, FRC/ISQM (UK) 1, ISACA; sample 1-page DPIA
• Secure AI operating pattern – identity/SSO, access control, DLP, logging, human-in-the-loop
• Quick-win automations – bank-rec narration, CT600 cover letter, Excel variance analysis with Copilot
• 30-day pilot plan – roles, guardrails, training, ROI tracking

WHO SHOULD ATTEND

• Partners, practice managers and heads of operations seeking safe, practical AI adoption
• IT leads/DPOs responsible for controls, compliance and platform enablement
• Seniors in accounts prep, tax and management reporting