AI optimisation report
1Where the hours go
| Task | Who | Time spent |
|---|---|---|
| Re-keying between Xero and spreadsheets | Admin | |
| Chasing clients for records | Admin, seniors | |
| Finding and filing documents | Everyone | |
| Preparing routine first drafts | Seniors |
2What AI could take on
- Filing documents from email and the portalAutomate
- Chasing clients for missing recordsAutomate
- Bank reconciliationsDraft, then check
- Year-end schedulesDraft, then check
- Advice to clients and final sign-offKeep with people
Everything AI prepares is a draft for your team to check.
3What to do first
- You can do thisSet up bank feeds for every client
- We could buildReminders that chase missing records for you
- We could buildDocuments filed from email into client folders
In the order that saves the most.