Real AI Case Studies for Bookkeepers & Accountants
59m CPD time
Difficulty: Basic
Skip the hype: See how AI is being pragmatically applied inside Two Drunk Accountants’ own bookkeeping and accounting firm, CATS Accountants. Walk away with practical ideas you can use in your own processes, tasks and workflows.
Join us as we cover:
Dreaming small: Quick wins with accessible tools (Copilot, Claude)
A case study: Creating a custom BAS automation, using Agentic AI to bind together multiple tools and tasks
Spot use cases: Using AI to reconcile accounts, draft client comms, prepare documents and more
Applied AI: Dext showcases how AI is built directly into the everyday tools firms and professionals already use
AI tax research: Tax Nuggets conducts a side-by-side demo of Copilot vs Ask Nugget for tax research