Clarity updates

How AI Can Empower, Not Replace, Accountants

Conversations about AI have sparked both excitement and fear

But let’s set the record straight—AI isn’t here to take over. Instead, it’s here to empower us to work smarter, not harder.

Expert-driven

Clients rely on us, as accountants and bookkeepers, for our expertise, human interaction, and the unique perspective we bring to their businesses and AI can’t replicate that. However, what AI can do is facilitate and enhance our work, allowing us to focus on what we do best: delivering value and building strong client relationships.

Use AI As a Tool, Not a Replacement

Think of AI as your assistant, not your competitor

Accountants and bookkeepers can leverage AI for a variety of tasks, ranging from the simple to the more sophisticated:

Writing emails or social media posts: Save time on admin and focus on client engagement.
Data analysis: Spot trends and opportunities faster than ever.
Creating comparison tables: Quickly generate insights for scenarios like “incorporated v unincorporated” or “price increase v discounting”
Financial forecasting: Use data-driven predictions to provide strategic advice to clients.

But AI isn’t about doing the work for us—it’s about supporting us to do our work better. Consequently, by automating repetitive tasks, AI frees up our time to focus on higher-value activities like strategy, advisory, and relationship-building.

Meet Clarity's AI, Numina our expert & process-driven AI

Introducing Numina: Your AI Assistant in Clarity

At Clarity, we’re excited to introduce our expert-driven AI, Numina!

Our AI-powered assistant is specifically designed to support accountants and bookkeepers. Unlike other AI tools, Numina is tailored to meet the unique business advisory needs of the accounting profession. Furthermore, it’s “driven by you” and enhances your existing capabilities, enabling you to deliver even greater value to your clients. Numina doesn’t just save you time; it builds confidence in your team, supercharges business advisory processes, and complements your existing skills.

Here’s some of what Numina can do for you:

Client Selection: Identify the right clients to contact and place them into a dedicated workflow.
Data Analysis: Compare current client numbers to previous periods and benchmark them against industry standards.
Commentary: Gives you plain English commentary using their data to share with your clients and helps you plan for meetings.
Future Insights: Undertake sensitivity analysis (with or without benchmarking data) to explore business potential or increase profit and cash position.
Actionable Plans: Co-create industry-specific action plans to help clients achieve their potential.
Financial Plans: Automate financial plans based on historical trends or straight-line projections and understand future cash positions.
Performance Analysis: Evaluate the client’s ongoing performance using advanced analysis, including budget vs. actual variances with commentary.
Update Plans: Suggest future industry-specific action points to help the client stay on track.

What Are Our Members Saying About Numina?

Our early adopters have been raving about Numina’s impact on their work

One member, Mikayla Holloway, shared, “Numina is amazing! She is incredibly insightful! It makes the prep work so much quicker and easier.”

Penny Rowden said, “Meetings are going so much better now. Numina helps to interpret the numbers, which also means more junior members of the team can get involved.”

And Graeme Tennick said, “Numina is incredible. The possibilities for the firm (and our clients) are huge. And we were already smashing it!”

Ready to Get Started with Numina?

If you’re already a Clarity member, Numina is live in your account and ready to assist.

Check out our help articles here to learn how to get the most out of this powerful tool.

AI isn’t here to replace accountants—it’s here to elevate us. By using tools like Numina, you can streamline your workflow, build your team’s confidence, and deliver even greater value to your clients.

Are you ready to see how AI can transform your firm with business advisory? It’s time to embrace the future.

Business Advisory Reimagined

Clarity® completely transforms the way business advisory services are delivered.

Our end-to-end solution helps progressive accountants market, sell, price and deliver reimagined business advisory services at scale.

Starting from just 90 mins a week for the first three months, our simple step-by-step implementation plan, coupled with our education systems and member success team, will ensure you generate $40K/£30k/AU$60k GRF within that period, or your money back.

Thereafter, we help you build a well-respected and successful transformational accounting firm that earns three times your existing profit with a happier team and clients.

To find out more check out our info sheet.

Back to Blog