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Day one · Wednesday 11 November 4:00pm–4:45pm AEDT

Why you're losing the AI battle

AI strategyTools & appsTeam & adoption

  • Amy Holdsworth Director, Clarity Street
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Full session replay · 16 slides

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  • AI speeds up what’s already there. Amy said AI on connected systems compounds efficiency, but on disconnected systems with poorly defined processes it multiplies errors and creates chaos.
  • Most problems aren’t technology. In her experience, technology is about 10% of a firm’s problems; the other 90% are people or process.
  • Map the process before you automate it. If it isn’t written down click by click, she asked, how is AI meant to replicate it?
  • Connect what you have before replacing it. She said most firms use only 5 to 10% of their apps’ functionality.
  • Bring the team with you. Her own team runs a 30-minute lunch and learn every Monday to share what they’ve tried.
Actions for your firm
  1. Map one workflow that frustrates you most, click by click, before automating any of it.
  2. Name the problem honestly as people, process or technology.
  3. Clean your client data so names, addresses and emails are consistent across systems.
  4. Connect the apps you have and check you’re using what they can already do, before replacing them.
  5. Make AI a team habit with a regular session where people show what they’ve tried.
Tools and resources mentioned
  • MCP

    The newer way apps and AI connect, which Amy contrasted with traditional APIs

  • Claude

    Mentioned as an example when she talked about pointing AI at mapped processes

  • Xero Practice Manager

    Her example of an app worth keeping if it does the core job

  • Ignition

    Proposals and engagements in her example stack, flowing jobs into Xero Practice Manager

  • Content Snare

    Requesting documents and information from current clients

  • Practice Protect

    Single sign-on at the start of her example workday

  • FuseSign

    Sending documents to clients for signing

  • FYI

    Document management in her example stack

  • CAS 360 and Simple Fund 360

    Corporate secretarial and SMSF work in her example

  • ATO Mate

    Sending ATO correspondence, saved back into FYI

About this session

Most accounting firms have tried an AI tool or two by now, and plenty are wondering why it hasn’t made more of a difference. Usually the problem sits in the firm itself, with systems that don’t connect, processes that get done five different ways and senior people still stuck doing data entry. AI speeds up whatever’s already there, good or bad. We’ll talk through what’s worth fixing first, how to make better technology decisions and how to get your team to actually adopt what you bring in.

Key takeaways

  • Why a firm’s own systems and processes cap what any AI tool can do
  • What to fix first when the same job gets done five different ways
  • Why AI speeds up whatever is already there, good or bad
  • Making better technology decisions before you buy
  • Getting the team to actually adopt what you bring in
Speaker
  • Amy Holdsworth

    Director, Clarity Street

These notes leave out the detail. For the full session, watch the replay. What speakers said is shared for information, not as professional advice.

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