Overview:
Artificial intelligence is rapidly changing how accountancy practices operate - from automating routine compliance work, to reshaping how firms research, advise and communicate with clients.
This practical, hands-on session is designed specifically for accountants working in practice, whether in a sole practice, a small firm or a growing SME-focused practice. Rather than abstract theory, it focuses on where AI can save real time today: automating bookkeeping and data entry, drafting client correspondence, speeding up technical research and streamlining repetitive workflows.
Delegates will leave with a clear, grounded understanding of what current AI tools can and cannot do, how to use them safely and ethically within a regulated profession, and a set of practical use-cases they can apply immediately in their own practice.
Key Features of the Course:
This CPD session will cover:
- Understanding today’s AI landscape: what generative AI tools such as ChatGPT, Claude and Microsoft Copilot actually do — and where their limits lie
- Automating routine practice work: bookkeeping, invoice and receipt data extraction, and document processing
- Using AI to draft and refine client correspondence, engagement letters and management letters
- Speeding up technical and tax research — with practical safeguards against inaccuracy and “hallucination”
- Connecting the tools your practice already uses through simple, low-code automation
- AI for practice growth: client communications, proposals and marketing content
- Data protection, client confidentiality and GDPR considerations when using AI tools
- Professional ethics and responsible use: staying within ACCA guidance and your professional obligations
- A practical roadmap for introducing AI into your practice without disruption
Speaker:
Philip Weldon, Managing Director, Titan Digital
Philip Weldon is Managing Director of Titan Digital, a Dublin-based consultancy specialising in the practical application of artificial intelligence and automation for businesses and professional service firms. He works with organisations across Ireland to identify where AI can deliver genuine time savings, building automated document-processing and workflow systems and training teams to adopt these tools confidently and responsibly.
Philip is an experienced trainer who delivers AI and digital skills programmes for professional bodies, Skillnet networks and Local Enterprise Offices throughout Ireland.
His sessions are known for cutting through the hype to focus on real, applicable use-cases, with a strong emphasis on safe, ethical and compliant adoption. Drawing on hands-on experience building AI-driven automations for finance and administrative functions, he brings a practitioner’s perspective on how professionals can put these tools to work in their day-to-day roles.