Using AI for Accounting Advisory | Tips for Securing Client Data and Improving Reports

Описание: Ever thought about using ChatGPT for management reporting and advisory in your accounting or bookkeeping practice.

In this video, Neha breaks down how to use AI tools like ChatGPT Projects and Custom GPTs safely while keeping your client data secure. You’ll learn when it’s a good idea to use AI, when to hold back, and how to make sure your systems protect your clients’ confidential information.

In this episode, you’ll learn:
• How to safely use ChatGPT for management reporting and advisory
• What to avoid when working with confidential client data
• The difference between Projects and Custom GPTs and how to test both
• How to train your Custom GPT to deliver results best for your practice
• Why reviewing and refining AI output is essential before sharing

Watch till the end for a live walkthrough and see exactly how you can make ChatGPT work for you, turning management reports into powerful, client-ready insights in minutes.

💡 At Future Proof Accountant, we believe AI should enhance your expertise, not replace it. It’s about building smart, ethical systems that support your advisory work, so you can offer clients better insights, not just faster reports.

Remember: technology helps you shine, but your human judgment is what truly matters. Start testing both Projects and Custom GPTs, and see which gives the best results for your practice.

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Welcome to the official YouTube channel of Future Proof Accountants. This channel features videos on various topics of interest for Accounting and Bookkeeper practice management and software-related topics.

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