Where AI helps most
Document request reminders and plain-language explanations.
Open the playbook →Suggested categories for messy transactions, reviewed by staff.
Open the playbook →Pull totals and dates from client documents into a sheet.
Open the playbook →Month-end and onboarding checklists.
Open the playbook →Send clients a clear checklist so records arrive complete.
Open the playbook →Onboard new clients with what you need and when.
Open the playbook →AI tools worth a look for accountants and bookkeepers
We are not paid by any of these companies, and we list well-known options, not a ranking. Features and plans change; check the provider’s site and its data terms before you sign up. See all AI tools by category.
Do’s and don’ts
Do
- Use business AI plans with data protection terms.
- Keep a person reviewing every figure.
- Tell clients how you use AI.
Don’t
- Upload client tax IDs or bank details to consumer AI tools.
- Give AI-generated tax advice without checking current rules.
- Let extracted data post to the ledger without review.
Watch out for
- Use business plans with training turned off and check your professional body’s guidance.
- Never paste tax IDs or bank account numbers.
General guidance, not legal or professional advice. Check your industry’s rules and your tools’ data terms.
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