About
AI is everywhere in accounting, but confusion, caution, and misinformation remain widespread. While awareness of AI is high, practical understanding and confident adoption remain low. Firms are overwhelmed by AI noise and hype, yet lack clear guidance on what AI actually is, where it fits into real bookkeeping and accounting workflows, and how to use it safely without increasing compliance or reputational risk.

In this on demand webinar, we go beyond AI as theory and speculation and focus instead on applied, accountant-first use cases. It will answer the questions firms are actively asking today:

- Why should I use AI?
- Where does it genuinely save time?
- How accuracy, auditability, and compliance should shape AI adoption
- What tasks are safe to automate?
- Where must human review remain?
- And how will AI affect fees, staffing models, and advisory capacity?

Join Paul Lodder from Dext, Ian Pay from ICAEW, Paul Aplin OBE and your host Jake Smith from AccountingWEB for this on demand webinar, where we’ll cut through the noise to focus on AI in practice, not theory. We explore how accountants are already using AI today, often without realising it, and where applied automation can deliver real efficiency without increasing compliance risk. The session will examine accuracy, auditability, data security, and the practical guardrails firms need before trusting AI with client work.

Looking ahead, we discuss how the next wave of AI, including agent-based automation, is likely to reshape bookkeeping and accounting roles, pricing models, and advisory capacity, and what firms should do now to prepare.

This on demand session is designed for accountants and bookkeepers who want clear, practical guidance on adopting AI safely, responsibly, and profitably, without falling for hype or unnecessary risk.

The below agenda covers what attendees will learn by watching this on-demand webinar.
Agenda
  • What “AI” actually means in accounting today – and why much of what firms already use is applied AI, not experimental tech.
  • Where AI is safe to use right now, and where it isn’t, including which tasks can be automated confidently and where human review must remain mandatory.
  • How accuracy, auditability, and compliance should shape AI adoption: what good guardrails look like in practice.
  • How AI changes firm economics, not just workflows, implications for pricing, capacity, staffing, and advisory services.
  • What’s coming next with AI Agents – and how to prepare – separating realistic evolution from over-promised automation.
Presenters
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Jake Smith
Head of Branded Content, AccountingWEB
AccountingWEB’s Head of Branded Content joined the team in July 2021 to work closely with vendors and clients to help deliver engaging, original content for AccountingWEB members.
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Paul Lodder
VP: Product Strategy and Accounting expertise, Dext
Paul Lodder joined Dext with 20+ years in practice at Sagars Accountants where he was a partner heading up the cloud accounting offering. ACCA qualified since 2003 Paul led the firms MTD and digital strategy, and provided support on digitalisation to accountants & bookkeepers across the country as well as providing solutions to clients’ challenges and supporting them to achieve their goals across accountancy, taxation and business advisory services. Paul is recognised as a leading expert on the implementation and benefits of digitalisation.
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Ian Pay
Head of Data Analytics and Tech, ICAEW
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Paul Aplin OBE
UK Tax Specialist
Paul Aplin OBE is a former president of ICAEW and was for 40 years in practice in an independent west country firm. He is a member of HMRC’s Administrative Burdens Advisory Board, Tax Faculty board, CIOT council, and CFE tax technology committee. He is adviser to personal tax app untied, ToD and Dext and is a regular commentator on tax and technology issues.
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