Practical guide · Orange Ink
How to set up an AI workflow in an accountancy practice
Start with low-risk administration where the output is easy for a responsible person to verify.
- 01
Choose an admin task
Define the input, output, owner and professional decisions excluded from the workflow.
- 02
Set data controls
Use approved tools, minimise information and redact identifying details.
- 03
Create the review gate
Require a named human to check facts, confidentiality, advice boundaries and commitments.
Go further with the pack
AI Practice Admin Starter Kit
Use the free checklist for safe first steps, then install the workflow with the paid Accountancy AI Starter Kit.
Get the free checklist PDFFree pack starter
Free download
Questions, answered
Before you decide
What is a sensible first task?
A routine acknowledgement, information-request outline or internal process draft is safer than technical advice.