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GuidesBy professionAccountants, bookkeepers and finance administrators

AI for accountants and bookkeepers who still sign off the numbers

For Accountants, bookkeepers and finance administrators.

Use AI to draft client communication, summarise financial documents and organise your workload faster, while every figure, reconciliation and piece of advice is still checked and owned by you.

When to use this

You have client queries piling up, statements to reconcile, and explanations to write that a non finance person can actually follow.

  • Explains a financial statement or a tax concept in plain language for a client email
  • Drafts a summary of changes between two versions of a spreadsheet or report
  • Turns your rough notes on a client call into a clear written follow up

Workflow

  1. Keep the actual calculations in your accounting software, not in a general chat tool

  2. Use the tool to draft explanations, emails or summaries from figures you already trust

  3. Ask it to flag anything it is unsure about rather than filling gaps

  4. Check every number against your source records before sending anything out

  5. Keep client financial data out of tools that are not approved for that use

Prompts to try

Use it, adapt it, and make it your own.

Explain this to a client with no accounting background, in three short paragraphs: [paste the plain summary of a result, not raw financial data]. Keep it warm and clear. Do not add or estimate any figures I have not given you.
Ask Bit to adapt it →

Human lens

  • You reconcile and verify every figure, because a tool cannot see your source data reliably
  • You are the one accountable for accuracy and compliance, not the draft
  • You judge what a particular client needs to hear and how to say it clearly

What to avoid

  • Never rely on a general tool to perform or verify a calculation you have not checked
  • Client financial data is sensitive, so check what your firm allows before pasting it anywhere
  • A plain language draft can still misstate a number if it is not checked line by line

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Tools that fit: ChatGPT, Claude, Gemini · Reviewed 2026-07-19