Behind the Scenes: How I Use AI in Bookkeeping Without Losing the Human Touch

When people hear “AI,” they often think of robots taking over jobs. But in my world of bookkeeping for real people running real businesses, AI plays a very different role.

I use AI to enhance my work, not to replace human judgment, care, or connection.

In fact, AI helps me spend more time on the stuff that matters: digging into strategy, spotting patterns, refining processes, and supporting you with clarity and confidence.

Here’s how I actually use AI in practice... and why I think it’s a brilliant (but carefully managed) part of modern bookkeeping.

What I Use AI For

AI tools are like helpful behind-the-scenes thinking partners. I use them to:

• Draft emails, reports, or client resources quickly and clearly

• Translate financial data into plain English

• Spot trends or red flags in your numbers faster

• Test out different explanations or scenarios

• Speed up research and reduce admin load

The goal? Better insights, faster turnarounds, and more time to focus on you.

Tools I Use

Here are some of the tools I use that include AI:

• ChatGPT – For drafting, clarifying, and simplifying content

• Fathom – For smart reporting on meetings to catch action items and key points

• Jack AI – A purpose-built AI tool for receipt capture that was designed for bookkeeping accuracy and compliance

• Embedded AI – Found in everyday tools like Xero, Gmail, Canva, and scheduling apps

Each of these tools helps me cut through the noise and work more efficiently, without compromising on quality.

My Approach: Human First, Always

I’m always careful with AI. I don’t feed sensitive client data into any tool, and I review every AI-assisted output with a professional eye.

Think of it like this: AI is a tool. I'm the one steering.

• I protect your data.

• I apply judgement.

• I take full responsibility for what gets delivered.

I use AI to work smarter and faster... but the real value? That’s still human.

🌿 Final Thought

Bookkeeping is about trust, not templates.

I embrace technology that helps me do my job better, as long as it supports clarity, ethics, and personal connection. AI helps me bring more of that to your business... not less.

If you're curious about how this works in practice or just want to work with someone who keeps up with the tech but still cares about the detail, I’m always happy to chat.