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Artificial Intelligence isn’t just reshaping marketing or big tech — it’s now transforming how bookkeeping and finance practices operate.
James Ford (DipM, MCIM), a Fractional Marketing Director with over 28 years of experience helping businesses adopt new technologies, will share practical insights on how AI can cut admin time, strengthen compliance checks, and free bookkeepers to focus more on client work.
Drawing on real-world examples, James will demonstrate how Large Language Models (LLMs) like ChatGPT, Claude, and Copilot are already assisting with reconciliation, reporting, and compliance, and how agentic AI will soon function as AI colleagues, automating workflows across platforms such as Xero, QuickBooks, and ClickUp.
Attendees will also explore how to build custom GPTs tailored to their firm’s processes, creating a real productivity advantage.
- Through practical examples, you’ll learn how to:
- Save hours by automating reconciliation, reporting, and AML checks
- Understand differences between LLM platforms and when to use them
- Apply AI in ClickUp and Xero to reduce admin
- Build custom GPTs to capture firm knowledge and repeatable tasks
- Prepare for a hybrid workforce; humans and AI colleagues working together
We look forward to seeing you there.
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