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From Admin to Advisory: 5 ways to  unlock growth with AI

Bookkeeping shouldn’t feel like firefighting. Every hour spent chasing receipts or reconciling bank feeds is time lost to client growth and advisory work. The “admin tax” is real — and it’s holding firms back.

In this 60-minute session, you’ll learn:

  • How to eliminate the admin tax that drains your team’s time and energy — and free your firm to focus on growth.

  • 5 practical ways to unlock efficiency with AI and intelligent automation, driving accuracy and proactive client insight.

  • How AI-led tools, from WhatsApp capture to Dext’s new AI Bookkeeping Agent, are transforming bookkeeping into a real-time advisory engine.

  • What’s next for the future of bookkeeping, as data quality and intelligent automation redefine client service and firm strategy.

Join us on November 18th at 2pm GMT

Speakers at our next session:  

Paul Lodder 1 (1)
Paul Lodder
VP Product Strategy
Max Whiteley
Max Whiteley
Product Domain Expert

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