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First steps with AI

Simple, safe first steps that save time within weeks. No technical expertise needed. We'll help you understand what AI actually is, address your concerns about data safety and privacy, and show you exactly where to begin.

Download guide: First Steps with AI

Where most businesses begin​

The biggest early wins are pretty consistent regardless of industry: reducing time on repetitive, high-volume tasks. Pick one workflow, try a tool, and see what happens. The resources on this page are designed to help you do exactly that. No prior experience needed.

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Use AI to draft customer response emails in minutes

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Use AI to write product descriptions that sell

Watch video

Turn meeting recordings into action items

Watch video

Automate invoice processing with AI

Watch video

Create financial reports in under 5 minutes 

Watch video

Screen CVs in minutes with AI

Watch video

Educational resources

Free resources from Access Learning to help you go further.

FAQs

1. What does AI readiness mean?

This is when you’re just getting started with AI. It’s about taking simple, safe steps that make a real difference quickly, without needing any technical know‑how.

2. Do I need technical skills to start using AI?

Not at all. Our guides and videos are made for leaders and teams who aren’t technical. If you can use everyday business tools, you can use AI.  

3. What are some quick wins with AI for SMEs?

There are lots of easy wins. Drafting communications, summarising meeting notes, processing invoices and generating reports are all tasks where AI delivers fast, visible time savings. We cover practical examples of each in our AI in 60 Seconds video series.

4. Is AI safe for my organisation?

Yes, when it’s done right. We’ll help you understand data privacy and show you how to adopt AI safely, so you can feel confident using it.   

5. How can I learn more about AI basics?

Download our First Steps with AI Guide, watch the AI in 60 Seconds videos, or explore our recommended resources. 

Using the Copilot functionality, which has been specifically built for accountants, saves so much time on jobs… I’ve also trialed using ChatGPT a couple of times to do letter to clients, but that isn’t a dedicated program built from the ground up with accountants in mind.

Leanne Boulger Practice Manager, LBH Accountants​

Ready to move on?

Once you're confident with the basics, this next stage helps you go from understanding AI to actually using it. 

Explore practical adoption