AI training for accountants and bookkeepers
Your practice will save an hour a day per person on the work that is not client work.
Using the tools you already pay for, over three months, with the result measured at the end. Or you get your money back.
Where the hour hides.
The work we look at first. Nothing here is a claimed result: the audit finds where your team's hours actually go, and the training is built on what it finds.
- 01
Client emails and chasers: the same request for records and receipts, written fresh every time
- 02
Engagement letters, proposals and onboarding packs for a new client
- 03
Turning a set of accounts or a management report into a plain-English summary the client will actually read
- 04
Explaining a rule, a deadline or a change in the rules to a client, in writing, for the hundredth time
- 05
Meeting notes and the follow-up actions after a client call
- 06
First drafts of internal procedures, checklists and templates
What must never go into a public AI tool.
An accountancy practice holds more of other people's sensitive information than almost any other business its size, and most of it must never go near a public AI tool.
- Payroll files and individual pay data
- Bank details, account numbers and sort codes
- National Insurance numbers, UTRs and other personal tax references
- Passwords, logins and authentication codes
- Signed legal documents, and anything covered by a specific confidentiality undertaking
How the policy handles it.
The policy gives your team one test that decides most cases, and it is a judgement they already make every day: would I put this into QuickBooks? If the answer is no, it does not go into an AI tool. Firm work happens on the firm's accounts, never personal ones, with training on your data switched off. Where a task does not need to know who the client is, the identity comes out first. None of it replaces UK GDPR or the ICO's guidance; the policy sits underneath them.
Get the AI policy templateThe tools you already pay for.
Everything is taught on the software your practice already runs, and on the AI accounts you already have.
- Xero, QuickBooks or Sage
- BrightPay or your payroll software
- Microsoft 365: Outlook, Word, Excel and Teams
- The ChatGPT or Claude accounts you already pay for
Nothing new to buy.
How the twelve weeks run for a team like yours.
The audit assigns modules per person, four online sessions of an hour at most with a review week after each, and nobody leaves the desk for a day.
We've done this before.
Leigh Park Accountancy, a team trained on Claude Team, and the Skills, Security, and Setup needed to use AI in their day-to-day work responsibly.
Read the Leigh Park Accountancy case study“The AI Edge training session was highly engaging and informative. It provided practical insights into how AI can improve efficiency, support better decision-making, and simplify everyday tasks. The trainer explained complex concepts clearly and used relevant examples that made the session easy to follow. I left with useful knowledge and greater confidence in applying AI tools in my work.”
Questions accountants and bookkeepers ask.
Some of it, on the right account, with the right settings, and some of it never. That is exactly what the Security module and the policy decide, and both come before anyone in your practice builds anything. The short version: firm accounts only, model training switched off, and the test is whether you would put the same thing into QuickBooks. Payroll, bank details, NI numbers and UTRs do not go in, on any account.
No. The programme is taught on whichever tool your practice already pays for. The first practice we trained was on ChatGPT Team when we met them and chose Claude afterwards, and the same projects, context documents and instructions work in both.
Around your calendar. The twelve weeks are four online sessions of an hour at most, one every two weeks, with a review week after each, and nobody leaves the desk for a day. We agree the dates at the audit, and if that means starting after a deadline rather than before it, we start after it.
No, and it is not meant to. The hour is in the work around the software: the emails, the explanations, the summaries and the drafts. Your ledger, your payroll and your filing stay where they are.
Fifteen minutes on your team, the tools you already run, and where the hours go. If they are not there, we will say so.