Cutting the Clutter with AI for Accountants
Artificial Intelligence (AI) is making waves in every industry, and accounting is no exception. AI is quickly transforming how accountants and bookkeepers get things done. With automation taking over repetitive, time-consuming tasks, teams now have more time for strategic work and client service. But while AI can make a massive difference, many firms are still figuring out how to integrate it into daily operations. Here’s how automation is reshaping accounting—and how firms can take advantage of it.
In this blog, we’ll explore the practical ways that AI, especially through tools like XBert, is changing workflows for accountants. We’ll cover key use cases—from automating routine data tasks to organising documents—helping accounting professionals understand where AI can add value and save them time.
Embracing AI for Smarter, More Efficient Workflows
Today’s AI technology can automate many routine tasks that once took hours. Research from Deloitte highlights that 58% of routine accounting tasks are now prime candidates for automation. This shift isn’t just about speeding things up; it’s about allowing professionals to focus on higher-impact, value-driven activities.
For instance, XBert’s AI audit tools continuously monitor data quality, flagging any inconsistencies or errors. This not only reduces the risk of mistakes but allows accountants to focus on strategic analysis and client advising, rather than being bogged down in data checks. “What would have taken us days, we can now handle in hours or even minutes,” explains Aaron Whitman, co-founder of XBert.
Automating Routine Tasks So You Can Focus on Bigger Wins
Every accountant knows the time drain of repetitive tasks, like coding transactions or reconciling accounts. Imagine reducing the hours spent on these tasks every month.
With XBert, AI is used to automate processes like transaction coding checks and bank reconciliations. This shift doesn’t mean accountants are being replaced; rather, it means they can redirect their focus to higher-impact work—strategic advising, in-depth financial analysis, or even expanding service offerings.
The message? Don’t ignore the routine; automate it so you can get back to what really matters.
Upskilling Teams for the AI Era
Adopting new technology can be daunting, and many firms struggle to stay on top of the latest developments. Firms that have successfully embraced AI do so by providing ongoing education and practical training, giving their teams the confidence to use new tools effectively.
In this context, XBert recommends an incremental approach to AI adoption. Firms should start by identifying the areas where AI can deliver quick wins—like automating routine data checks or improving workflow visibility—before moving into more advanced applications. This lets teams gain comfort with AI gradually and ensures they’re better equipped for larger changes down the road.
Reducing Clicks and Saving Time with Seamless Integrations
One major pain point in accounting is navigating multiple systems to access data, leading to time wasted on extra clicks and endless toggling. XBert’s approach focuses on integrating AI within everyday tools, meaning accountants can access files, run checks, or update client records without leaving the platform.
By reducing the need to hop between apps, tools like XBert make it simpler for accountants to do their work efficiently. Instead of juggling documents in different folders, everything can be streamlined for quicker access and collaboration. Want to explore these integration possibilities further? Check out XBert’s integrations for a full rundown of compatible tools.
Building Client Trust Through Accurate, Real-Time Data
One of the biggest benefits AI brings to accounting is the ability to provide clients with more accurate, real-time insights. By automating tasks like transaction matching and coding checks, AI minimises the time needed for manual data reconciliation, allowing accountants to spend more time analysing results and making client recommendations.
As Tyler Caskey, Partner at The Bean Counters, shared, “With AI, we can go beyond the numbers. Instead of focusing on transactional work, we’re now using our time to offer clients advisory services and deeper financial insights.” This transition from transaction-heavy work to analysis-driven service can be a huge differentiator for firms focused on growth and client loyalty.
Preparing for What’s Next
AI technology is evolving quickly, and with it, the accounting industry is moving toward a model where AI handles much of the "busy work" of data processing. This means accountants will spend less time on mechanical tasks and more time on analysis and client strategy. And as AI’s capabilities expand, the question becomes: Are you ready to keep up?
The best advice? Start experimenting now. Try new AI features, track which ones provide the most value to your firm, and encourage your team to explore and experiment. Being proactive in adopting AI not only saves time and cuts costs but also positions your firm to meet client demands with agility and confidence.
Embrace the Change—and Get Ahead
AI is transforming the accounting industry with practical solutions that help accountants and bookkeepers become more efficient, accurate, and client-focused. By investing in tools like XBert, automating routine tasks, and actively upskilling your team, your firm can keep up with these changes rather than be left behind. Want to learn more about how AI can give your firm a competitive edge? Explore the possibilities with XBert.
