Building AI Workflows for Accounting Firms

Turn one-off prompts into reliable, reviewable AI workflows your whole team can run.

Individual prompts save individual minutes. The real productivity gains come when AI is built into the firm’s everyday processes – engagement set-up, client queries, workpaper preparation and review – with the right checks so partners can trust the output.

This intermediate, practical session shows how to design AI workflows using Claude and ChatGPT with connections to the tools firms already use, such as Microsoft 365 and document stores. Nick Beaugeard walks through real accounting workflows end to end, demonstrating reusable skills and custom GPTs, connectors, AI agents, and human-in-the-loop review points that fit your quality management obligations.

What You’ll Learn:

• Mapping a firm process and deciding which steps AI should do, assist with, or leave alone

• Packaging firm know-how into reusable Claude Skills, Projects and custom GPTs

• Connecting AI safely to Microsoft 365, email and document repositories

• Using AI agents for multi-step tasks – and when not to

• Designing review checkpoints and audit trails so output is defensible

• Case studies: client query triage, workpaper preparation and engagement letter drafting

Familiarity with ChatGPT or Claude is assumed; attending session 1 is recommended. No coding knowledge required.

This is session 2 of a three-part series taking Australian accounting firms from experimenting with AI to running it in production. Each session stands alone, but attendees get the most value by attending all three.

See the other sessions here:
Part 1: AI In Practice – From Playing to Planning
Part 3: Taking AI to Production in Your Firm

For Subscribers:

Part 1: AI in Practice – From Playing to Planning
Part 3: Taking AI to Production in Your Firm

Learning Outcomes:

By the end of this session, attendees will:

1. Map firm processes for AI

• Break a workflow into steps and classify each as automate, assist or human-only

2. Build reusable AI assets

• Create Claude Skills, Projects and custom GPTs that encode firm standards and templates

3. Connect AI to firm data safely

• Evaluate connectors to Microsoft 365 and document stores against permission and privacy risks

4. Apply AI agents appropriately

• Recognise which multi-step tasks suit agents and which need tighter control

5. Design human-in-the-loop quality controls

• Place review checkpoints and retain evidence consistent with quality management requirements

6. Prioritise a workflow roadmap

• Select two workflows to pilot in the next 90 days with clear success measures

Suited to:

This session is designed for accounting firms that already use ChatGPT or Claude and want to embed them in day-to-day processes:

• Partners & Directors

• Practice Managers & Operations Leads

• Senior Accountants, Managers & Reviewers

• Process Improvement, IT & Innovation Leads

You will also be provided with: 

• Access to watch the Live Webinar 
• Opportunities to ask real time questions to the presenter/s
• Poll questions to test your knowledge 
• Access to On Demand recording, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz (for On Demand recordings)
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation