6 used of how accountants can use AI in their practice

Use Case	Benefit	Example Prompt
Drafting client emails	Saves time on admin	“Write a follow-up email asking for updated bank statements.”
Financial storytelling	Improves client engagement	“Translate this balance sheet into simple client-friendly language.”
Document generation	Speeds up compliance processes	“Generate an engagement letter for tax services.”
SOP/policy writing	Streamlines internal workflows	“Write a standard operating procedure for monthly reconciliations.”
Task summaries from meetings	Improves team productivity	“Summarize the key points from this Zoom transcript.”
Risk analysis	Adds value in audits or reviews	“Highlight potential red flags in this financial report.”