Your AI Support Team: Mini Agents for Busy Accountants

Date: 02 December 2026

Imagine starting your day with client meeting briefings prepared, missing information identified and priorities highlighted - by AI assistants working in the background.

In this practical session, Shane Lukas will demonstrate how accountants can create small AI assistants to handle clearly defined, recurring tasks. Discover how to reduce time spent chasing information, prepare for client meetings and spot opportunities for more valuable advisory conversations. 

You'll learn how to give your assistants clear instructions, arrange when they work and review their output, while maintaining confidentiality and professional oversight. Leave knowing how to delegate your first recurring task to AI - without needing to write code.

By the end of this session, attendees will be able to:

• Identify recurring administrative and information-gathering tasks that can be delegated to AI assistants.
• Create simple AI assistants with clear instructions to support client preparation, research and workflow management.
• Understand how AI can help uncover missing information, prioritise actions and highlight opportunities for advisory conversations.
• Apply effective oversight and confidentiality practices when using AI tools in an accountancy environment.
• Take practical first steps towards implementing AI assistants in their own role without the need for coding skills.

CPD units: 1