The first 3 accounting workflows to automate with AI

The best first AI workflows are repeated often, need structured context, and have a clear output. For accountants, three strong starting points are transaction categorization, client-ready financial summaries, and tax document checklists.

These tasks are practical because the user can quickly judge whether the AI result is useful. They also teach the most important AI habit: provide the data, rules, and expected format before asking for an answer.

Start with one repeated task. Measure the hours saved. Then turn the result into a reusable workflow.