WHITE PAPERS

AI Basics for Accountants
A Beginner’s Playbook for
AI Success

AI is transforming accounting by automating tasks, reducing errors, and enhancing client service. For firms looking to stay ahead, effective adoption requires planning and strategy.

This beginner's guide offers a practical 10-step roadmap to help you integrate AI seamlessly into your workflows, overcome challenges, and unlock its potential. With ready-to-use prompts for real-world tasks, you’ll be equipped to start automating with confidence.
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What you'll gain:

  • Understand the critical role AI can play for accounting practices
  • Step-by-step adoption plan – A clear roadmap to make the AI journey manageable.
  • Best practice prompts - Ready-to-use, practical AI prompts tailored for accounting practices.

We’ve helped practices 
around the world. And the results speak for themselves.

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practices onboarded
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users trained
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time savings within three months
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saved on every compliance

Discover why FYI is the top choice for accountants

WHY FYI

Take your practice into the Cloud. And never look back.

Proven return on investment

Save 2+ hours per fee earner on every compliance job. And that’s just the beginning.

Easy onboarding with zero downtime

Migrate your data and go live in as little as four weeks. FYI makes moving to the Cloud look easy.

Bulletproof and futureproof your practice

FYI was born in the Cloud with enterprise-grade security and reliability exceeding 99.99%.