A practical seven-step guide for accountants
Artificial intelligence (AI) is reshaping the accounting profession – but many accountants and bookkeepers are still unsure how to begin. This insightful guide from Sage, inspired by Accountex London 2025, offers a clear, practical roadmap to help you confidently integrate AI into your practice.
From understanding the gap between awareness and adoption, to choosing the right tools and building essential skills, the guide emphasises mindset over machinery. It shows how AI can streamline everyday tasks like bank reconciliation, client communications, and spreadsheet reviews that frees up time for strategic, high-value work.
You’ll learn how to start small, experiment safely, and scale smartly. The guide also highlights the importance of training, setting responsible usage policies, and using AI to support growth, resilience and compliance with Making Tax Digital (MTD).
Whether you're curious about ChatGPT, Microsoft Copilot, or Sage Copilot, this guide helps you move from hesitation to confident action. It’s not just about technology, it’s about transforming how you work.
Ready to future-proof your practice? Dive into the full guide to discover how AI can become your most valuable teammate.
