The Adoption Journey
Seven stages. Three formats. One outcome: a confidently AI-enabled practice.
Literacy — the shift, in accounting terms
What has actually changed in the last two years, how these systems work, and what that means for compliance-heavy work: drafting, reconciling, summarising and reviewing.
You leave withA grounded mental model of modern AI — no hype, no fear.
Safe use — client data, POPIA & your AI policy
Where client financial information may and may not go, how tool settings and data retention differ, professional conduct considerations, and how to write a practice AI usage policy your team will follow.
You leave withA draft AI usage policy and a safe-tool shortlist for your practice.
The practice AI workbench
Hands-on with the tools that fit accounting work — document and PDF analysis, spreadsheet assistance, research, drafting and voice notes — and how they sit alongside your ledger, working paper and practice management systems.
You leave withA curated toolkit mapped to your role and your firm's stack.
Judgement — never sign what you haven't checked
Where these systems are reliable, where they fabricate, and how to review AI-assisted output to the standard your file, your client and your body expect. Real cases of skilled and unskilled use side by side.
You leave withA review discipline for AI-assisted work — and what to refuse to ship.
Practice workflows that save real hours
We take live processes from your practice — AFS drafting notes, audit file preparation, tax correspondence, client queries, month-end reporting, management letters — and rebuild them with AI in the loop.
You leave withThree to five documented workflows in live use in your practice.
Reusable assistants for your team
Packaging your best prompts and processes into reusable assistants: a query drafter, a working-paper reviewer, an onboarding assistant for new clients. Consistent output, not individual heroics.
You leave withAssistants your juniors and seniors use the same way, every time.
Advisory & firm strategy
How to price and position AI-assisted work, which new advisory services to offer clients, how to bring partners and staff along, and what to invest in over the next twelve months.
You leave withAn adoption roadmap for the practice, plus a client-facing advisory angle.
Accountants AI Navigator Masterclass
Half-day, in-person.
For individual practitioners and small groups. Cohorts of around ten.
Navigator Labs
Multi-session, per practice.
Your partners and team, your files. Ends with a policy, workflows and a roadmap.
Firms & groups
Bespoke engagements.
Multi-office practices and integration work, with structured business implementation and transformation support available.
Find the right way in for your practice.
Tell us your practice size and where the pressure sits. We'll point you to the format — workshop, lab, or bespoke firm engagement — that fits.