You’ve Cleaned Your Data—Now What? Smart Ways to Start Using AI in Your Accounting Firm
Congratulations—you’ve cleaned up your data, standardised your naming conventions, fixed duplicates, and tagged documents. That means you’re ready to start using AI.
But now what?
This article outlines smart, practical ways to apply AI tools in your accounting practice—without compromising on security, compliance, or client trust.
What You Can Do with AI Now Your Data Is Structured
Once your firm’s data is consistent and accessible, you can:
- Automate repetitive admin work (think onboarding packs or engagement letters)
- Summarise documents, emails, or financial reports
- Generate content faster (SOWs, client emails, job ads)
- Predict trends in cashflow, lodgements or client behaviour
- Classify, tag or search for files using natural language
Tools to Start Using (and Where They Work Best)
Here are some AI tools and platforms that work well after you’ve established data integrity:
🚀 Salesforce Einstein GPT
Great for: Email generation, lead scoring, document summarisation, proposal drafting, and predictive analytics.
How it works: Lives inside your Salesforce instance and uses your CRM data to generate content, surface trends, and offer proactive recommendations. Salesforce can be linked to Xero Practice Manager, Class, and BGL to ingest relationship and trust data—enabling you to visualise family structures, identify trust vesting dates, and automatically market to children when they turn 18. It opens the door to proactive client engagement based on life events or entity changes, instead of waiting for clients to contact you. You can also use predictive analytics to forecast quiet periods and use Salesforce’s marketing tools to drive new work during slower months.
What to watch: Permissions and field accuracy. Ensure your data is mapped cleanly across integrated platforms to avoid faulty insights.
🚀 Xero + Practice Manager AI Features
Great for: Short-term cashflow predictions, job tracking, timesheet automation, and invoice validation
How it works: Learns from transactional history and OCR’d invoice data to forecast trends, detect anomalies, and flag inconsistencies. AI can spot mismatches in supplier invoices that might otherwise go unnoticed.
What to watch: Inconsistent chart of accounts or missing job classifications. For next-level fraud prevention, consider integrating tools like Eftsure, which checks invoice payment details against a database of verified business accounts to protect against invoice scams.
🚀 Google Workspace Gemini / Microsoft Copilot
Great for: Drafting client emails, creating meeting notes, summarising ATO documents.
How it works: Embedded into Docs/Word, Sheets/Excel, Slides/PowerPoint.
What to watch: Make sure confidential docs are accessed via secure, enterprise accounts.
🚀 Formstack Documents + Einstein GPT
Great for: Automated proposal generation, engagement letters, and pre-filled forms.
How it works: Uses Salesforce data and Formstack templates to dynamically generate branded documents for client delivery. Easily integrates with e-signature tools and document storage systems.
What to watch: Maintain clean templates and consistent clause libraries to avoid outdated or incorrect outputs.
🚀 Argo Logic ABN Validation + AI Workflows
Great for: Onboarding new entities, KYC checks, and eliminating duplicate records.
How it works: ABR-integrated API scans entity info and auto-generates client folders or flags gaps.
What to watch: Ensure ABNs and IDs are consistently formatted in the CRM. With upcoming AML/CTF regulatory changes, you can get ahead by integrating ID verification into this workflow. This enables fully compliant onboarding, aligns with emerging KYC obligations, and ensures your practice is audit-ready.
Tips to Keep AI Usage Secure and Compliant
- Only use enterprise versions of AI tools (e.g., ChatGPT Enterprise, Salesforce GPT, Gemini for Workspace)
- Never paste sensitive client data into public AI chat tools
- Maintain human-in-the-loop review for anything AI-generated
- Ensure metadata and document tagging remains consistent—AI tools rely on that structure
Argo Logic Can Help
We work with firms across Australia to implement AI in ways that are:
- Secure, structured, and scalable
- Tailored to your firm’s actual processes and systems
- Designed to complement your CRM, financial platforms, and workflow tools
Whether you want to trial Salesforce Einstein GPT, build a document automation process, or simply explore what’s possible—we can guide you through it.
Takeaway Tips
- Clean data unlocks real AI value—don’t let it sit idle
- Start small with content generation or predictive insights
- Choose enterprise-grade tools and stay compliant
- Let your team experiment—with clear boundaries
- Communicate to your clients about the ways you are using AI in your business (DISCLAIMERS)
Call to Action:
📊 Want help rolling out AI now your data is ready?
👉 Book an AI readiness workshop with Argo Logic and get practical, secure next steps tailored to your firm.
