How a 14-person accountancy firm learns AI

The hours saved are your estimate: change them per role. The value uses the cost of an hour below.

• RoleWhat they learnHours saved a week, eachValue a year
• Managing Partner1 person

  Learns to use Copilot to draft client emails, summarise meetings, and pull key metrics from Excel reports for client calls.

  h / week $2,530 AI training for Managing Director
• Senior Accountant2 people

  Learns to set up Copilot in Excel to generate complex analyses from trial balance data and write first drafts of advisory notes in Word.

  h / week $5,060 AI training for Accountant
• Accountant4 people

  Learns to configure Copilot to reconcile bank statement CSV files with Exact Online exports and flag missing transactions.

  h / week $10,120 AI training for Accountant
• Bookkeeper4 people

  Learns to set up Copilot to extract vendor, amount and date from scanned receipts and enter them into a shared Excel workbook.

  h / week $10,120 AI training for Bookkeeper
• Payroll Specialist1 person

  Learns to use Copilot to cross-check payroll calculations against statutory rates and draft the monthly payslip summary email.

  h / week $2,530 AI training for Payroll Administrator
• Office Manager1 person

  Learns to set up Copilot to categorise client emails, schedule team meetings from chat threads, and generate onboarding checklists.

  h / week $2,530 AI training for Office Manager
• Administrative Assistant1 person

  Learns to set up Copilot to assemble engagement letters and privacy forms by filling in client details from a brief prompt.

  h / week $2,530 AI training for Administrative Assistant