AI for accountants
Accounting practices were among the first professional services to find a clear use for AI. The work is document-heavy, repeatable and benefits from clearer client communication. The key is to keep the human in charge of every number that goes out.
Document summaries
Use AI to summarise contracts, lease documents and supplier reports. Always cross-check figures before relying on them.
Client communication
AI can draft clearer client emails, especially when explaining technical points in plain language. The improvement in client experience is often more valuable than the time saved.
Workflow automation
Tools like Zapier and Make can connect your practice management software to other tools. Use AI as one step in a wider automation, not the whole thing.
Reporting
Drop monthly reports into an assistant and ask for a plain-language commentary for the client. Edit before sending.
Internal knowledge
Build a small internal knowledge base of common client questions and your standard answers. AI helps you keep it current without a major project.
AI for consultants
Use AI in consulting with practical workflows for research, proposals, client notes, reports and strategy development.
AI for agencies
Practical AI workflows for agencies, including research, strategy, content, reporting, pitch support and client delivery.
AI for coaches
Use AI as a coach to create content, plan programmes, summarise client notes and build practical marketing assets.
AI for trades businesses
Practical AI use cases for trades businesses, including quoting, admin, customer replies, local SEO and review management.