Building AI Fluency in Accounting and Bookkeeping
Understand AI in plain terms and where it creates value in workflows
Date: 26 November 2025 | Time: 12:00 PM AEDT
Join our live XBert webinar to learn how to use AI effectively and responsibly in your firm, including how to:
- Use a simple prompting framework to get reliable outputs from AI.
- Apply a pragmatic governance checklist (risk-based categories, privacy, output review) to guide responsible AI use.
- Map three quick-win use cases that save hours each week and know how to validate the results.
✅ Understand what AI fluency means for modern accounting and bookkeeping firms.
✅ Learn a simple prompting framework (RTRI) to get consistent, reliable outputs from AI tools.
✅ Apply a practical governance checklist to ensure responsible, risk-aware AI use.
✅ Identify three quick-win AI use cases that save hours and boost data accuracy.
✅ Discover how XBert helps teams combine AI efficiency with human oversight for better outcomes.
✅ Bookkeepers, BAS Agents, and Accountants looking to build confidence in using AI effectively.
✅ Practice Owners wanting to implement AI safely across their team and client workflows.
✅ Advisors and operations leaders exploring how to turn AI insights into actionable efficiencies.
✅ Anyone curious about using AI responsibly, while balancing automation with human judgement.
Cameron Anderson
XBert, General Manager
Cameron Anderson is a Chartered Accountant and seasoned SaaS leader. With a background spanning global roles in high-growth tech companies, Cameron brings a sharp understanding of strategy, customer success, and innovation. He’s passionate about accounting tech and enabling accountants and bookkeepers to do their best work.
Heather Smith
ANISE Consulting
Heather Smith FCA, FCCA, FICB is a globally recognised expert in accounting technology and AI for bookkeepers. She helps practitioners embrace automation to improve accuracy, efficiency, and client value. Heather hosts the Accounting Apps Podcast and publishes the Accounting Apps Newsletter, where she shares insights, app updates, and practical tips for running smarter bookkeeping practices. Known for her relatable storytelling and practical approach, Heather translates complex technology into easy-to-understand strategies that help bookkeepers stay ahead in a rapidly evolving digital landscape. She’s passionate about helping the profession confidently use AI to work less, earn more, and deliver better client outcomes.
Just ask XBert Intelligence
Discover actionable strategies to optimise your team’s performance and enhance your practice’s profitability.
Whether you’re a new or experienced XBert user, this webinar is your opportunity to discover how these tools can make 2025 your most successful year yet.