14 January 2025
Five Key Ways to Incorporate Technology, AI and Automation into Your Accountancy Practice in 2025

As we move into 2025, the landscape of accountancy is evolving rapidly, driven by advancements in AI and automation. Incorporating these technologies into your practice can significantly enhance productivity, accuracy, and client satisfaction. It can even grow your accountancy practice. Here are five key ways to embrace technology, AI and automation in 2025:
- Automate Routine Tasks
One of the most time-consuming aspects of accountancy is handling repetitive tasks such as data entry and invoice processing. AI-powered tools can handle these tasks efficiently, freeing up valuable time for accountants to focus on higher-value activities like client advising and strategic planning. By automating these tasks, you not only increase productivity but also reduce the likelihood of human errors. Automation in areas such as accounts payable and receivable, bank reconciliations, and payroll processing can streamline operations and improve overall efficiency.
- Enhance Financial Forecasting
Financial forecasting is a critical component of accountancy, enabling businesses to plan for the future and make informed decisions. Automation and software can significantly help accountants with the important task of forecasting. For example, Clearview’s financial forecasting tools provides a comprehensive solution for creating integrated profit & loss, balance sheet, and cashflow statements. With Clearview, you can generate visually appealing reports on the fly, helping business owners understand the link between actions and results. This efficient forecasting system simplifies planning for businesses of all sizes, making it easy to create accurate financial projections. By leveraging Clearview’s tools, you can provide your clients with detailed insights into their financial future, helping them make strategic decisions to achieve their goals.
- Improve Decision-Making with Real-Time Data
In today’s fast-paced business environment, access to real-time financial data is crucial for making informed decisions. AI and automation enable accountants to access up-to-date financial information, allowing for more accurate and timely decision-making. Clearview’s automated software helps you to adjust finance forecast values on the spot and see the immediate impact across all reports. This real-time capability helps you provide accurate and confident advice to your clients. By having real-time visibility into financial performance, you can identify trends, spot potential issues, and make proactive recommendations to improve business outcomes.
- Streamline Client Collaboration
Effective communication and collaboration with clients are essential for building strong relationships and delivering value. Clearview’s collaborative and visual approach to reporting makes it easy to share information with clients. With integrated reports that include profit & loss, cashflow, and balance sheet statements, you can help clients see the bigger picture and understand how their business decisions impact financial outcomes. This fosters better communication and stronger client relationships. Clearview’s software allows for seamless sharing of reports, enabling clients to access financial information anytime, anywhere. This level of transparency and accessibility enhances client engagement and trust.
- Eliminate the Need for Spreadsheets
Creating integrated forecasts manually using spreadsheets can be time-consuming, tedious, and prone to errors. Clearview’s financial forecast software eliminates the need for cumbersome spreadsheets, allowing you to focus on business modelling and delivering value to your clients. Our user-friendly interface and comprehensive features make forecasting easier and more accurate than ever. By automating the forecasting process, you can save time, reduce the risk of errors, and provide clients with more reliable financial projections. Clearview’s software also offers advanced analytical capabilities, enabling you to model different scenarios and assess their impact on the business.
So Why Choose Clearview?
Clearview is made by accountants and business advisors FOR accountants and advisors. It is designed to help accountants and business advisors like you visualise a business’s financial future and model the impact of different choices. Our software provides a full set of integrated reports that are created from one set of data. With profit & loss, cashflow, and balance sheet statements, accountants and advisors can generate reports quickly and understand where the numbers come from. This enables advisors to help business owners see how actions in the business are linked to results in the reports.
Clearview’s “just in time” integrated financial forecasting helps you serve more clients and grow your own business too. Our rapid modelling features enable you to adjust financial forecasts live, giving informed advice backed by solid numbers. Whether you’re working with SMEs or larger enterprises, Clearview’s tools are designed to meet your needs and enhance your practice.
How Clearview Benefits Your Clients
Your clients need to know where their companies will be in the future and plan accordingly. That’s where Clearview comes in. Our software provides all three financial statements—cashflow, profit & loss, and balance sheets—and is designed to help you guide your clients towards the right path for their business. By providing you and your client with the tools to make informed decisions, we can help you ensure that your clients reach their goals.
Grow Your Business with Clearview
Clearview helps you attract more business clients by adding value to your consultancy service. Because you can build more business plans quicker, you can add to your portfolio of services and spend more time growing your consultancy business. By leveraging Clearview, you can differentiate your practice, enhance client satisfaction, and achieve sustainable growth.