AI and team training
Practical AI habits for your team.
Hands-on sessions that show your bookkeeper, office manager and finance staff where AI tools save real time, where they don't, and how to use them without putting confidential information at risk.
i.What's included
Everything you need, nothing you don't.
- Everyday tips and tricks: drafting emails, summarising documents, cleaning up spreadsheets
- Month-end and reconciliation shortcuts, with checks that keep the numbers right
- Writing clear prompts, and reviewing what comes back
- What not to put into AI tools: client, payroll and personal information
- A simple AI use policy for your business
- Short follow-up sessions as tools change
ii.Who it's for
Owner-managed businesses with a bookkeeper, office manager or small finance team who want to work faster without cutting corners.
iii.Questions
Good to know.
Which AI tools do you cover?
The ones your team already has or is considering, such as Microsoft Copilot, ChatGPT or Claude. The habits carry across tools.
Is it safe to use AI with financial data?
It can be, with the right settings and rules. A big part of the training is what to keep out of AI tools, and how to check the results.
How are sessions run?
In person or online, as a single workshop or a short series, tailored to the work your team actually does.
Next step
Let's talk about your team.
A 20-minute call. No cost, no obligation.
Request a discovery call