AI Training · Accountancy · Ireland
AI training for accountants who bill by the hour.
A half-day or full-day workshop for Irish accountancy and bookkeeping practices. Built around the work your team does every week — client queries, chasing records, drafting letters, reviewing statements and writing up management accounts.
Delivered on-site at your practice anywhere in Ireland, or remotely. Scoped and quoted per project, with confidentiality and client data handled properly from the first slide.
The work
Where the hours actually go
- Chasing clients for receipts, bank statements and missing paperwork
- Answering the same client questions in slightly different words
- Reading long correspondence to find one figure or date
- Writing engagement letters, reminders and follow-ups from scratch
- Turning a trial balance into a plain-English commentary for the client
- Summarising Revenue guidance and passing it on accurately
- Onboarding admin for every new client
- Internal notes, file memos and review points
The day
A typical full-day agenda
- Session 1
Ground rules and client data
What AI is genuinely reliable for in a practice, where it invents figures, and the confidentiality lines your team must not cross. We finish this block with a one-page internal AI policy drafted for your firm.
- Session 2
Client communication
Drafting reminders, chasers, engagement letters and update emails in your practice's tone. Turning a set of accounts into commentary a non-financial client understands, then reviewing it properly before it goes out.
- Session 3
Documents and research
Summarising long PDFs, bank statements and correspondence. Extracting figures and dates reliably. Using AI to get to a first draft on Revenue and reporting questions — and how to verify before you rely on it.
- Session 4
Build your own shortcuts
Hands-on: we write and save the prompts and templates your team will reuse — chaser emails, file notes, commentary, onboarding checklists. You keep the playbook.
The outcome
What your team walks out with
- A written AI usage policy for the practice
- A saved library of prompts for client comms and file notes
- A clear list of tasks to use AI on — and tasks to keep manual
- Faster first drafts on letters, chasers and commentary
- Confidence about what may and may not leave the practice
- A shortlist of repetitive jobs worth automating properly next
FAQ
Questions
Get started
Tell us about your team.
If the same jobs keep eating your team's chargeable hours after training, those are the ones worth automating end-to-end. Training first, automation second — that order saves money.