In-person session · Bookkeeping focus

AI Bookkeeping Training.

Name: AI Bookkeeping Training with Paisley
Start: 2026-07-20T10:00:00+01:00
End: 2026-07-20T10:30:00+01:00
Location: Merranti Accounting

A practical, plain-English session with Paisley from Merranti, designed for businesses that want to understand how AI can support cleaner, more consistent bookkeeping.

Reserve your seat

30-minutefocused session

Date

20 July 2026

Time

10:00am to 10:30am

Venue

Merranti Accounting

Format

In person

What the session covers

AI BOOKKEEPING

This session explains how AI can support day-to-day bookkeeping without replacing proper review, judgement or accounting controls. The aim is to show where AI can save time, where it can organise information, and where a human still needs to check the result.

1 · Understand

Understand

Learn what AI bookkeeping support can and cannot do.

2 · Organise

Organise

See how AI can help turn messy bookkeeping information into clearer lists and next steps.

3 · Review

Review

Understand why bookkeeping outputs still need checking before they are relied on.

4 · Improve

Improve

Identify simple ways to make bookkeeping workflows more consistent.

Inside the training

10:00–10:30

What AI bookkeeping means in practice+

The session starts with a simple explanation of how AI can assist with bookkeeping tasks such as organising notes, clarifying missing information, preparing checklists and supporting more consistent admin.

Where AI can help with bookkeeping admin+

We will look at practical examples such as turning messy records into a task list, drafting polite requests for missing documents, creating bookkeeping checklists and preparing clearer internal notes.

What information needs to stay protected+

AI should not be treated as a place to freely paste sensitive financial information. The session covers why bank details, payroll data, client records and confidential business information need careful handling.

What still needs human review+

AI can help organise information, but it does not replace bookkeeping checks, accounting judgement or proper review. The session explains where human oversight still matters.

Next steps with Paisley from Merranti+

After the session, Paisley from Merranti will be offering AI bookkeeping support for businesses that want to make their bookkeeping clearer, more consistent and easier to manage.

Is this for you?

This session is designed for people who want a simple, practical introduction to how AI can support bookkeeping admin.

You manage bookkeeping tasks and want clearer systems.
You regularly chase missing documents, receipts or records.
You want to understand what AI can safely help with.
You want bookkeeping to feel more organised and less reactive.
You want practical guidance from Paisley at Merranti.

Session details