For firms
Take the manual collection and data entry out of client work, and give your staff clear rules for using AI with client data.
AI automation and training
Use AI on the repetitive half of the work.
AI is useful when it removes repetitive work without removing the controls around that work.
Heritage helps finance teams identify processes that can be automated, build practical workflows and train people to use AI appropriately.
- Typical saving
- 6 to 12 hrs per week
- Training
- Half or full day
What we can help automate
- Data extraction and classification
- Repetitive spreadsheet preparation
- Document summarization
- Internal research
- Recurring reporting workflows
- Reconciliation support
- Drafting and formatting
- Review checklists
- Workflow routing
- Internal knowledge retrieval
- Finance-team administrative tasks
For firms, For businesses
For businesses
Cut the hours your finance team spends chasing documents and keying invoices, without handing judgment to a tool.
How we deliver
- 01
Identify
We map the process and identify repetitive steps, bottlenecks and control points.
- 02
Design
We determine what should be automated, what should remain manual and where human review is required.
- 03
Build
We configure the workflow using the tools appropriate to your environment.
- 04
Test
Outputs are tested against real examples before the process is introduced into regular work.
- 05
Train
Your team learns how the workflow works, when to use it and when not to trust the output without further review.
- 06
Improve
Once the process is in use, we identify additional opportunities to reduce manual effort.
Software we work in
- Zapier
- Make
- Power Automate
- Custom tooling
AI automation and training
The starting point is not "Where can we use AI?"
It is:
Which recurring task takes people time, follows a repeatable pattern and can be checked before the output is used?
What we do not automate
- Professional judgment.
- Final tax positions.
- Audit opinions.
- Client approvals.
- Material accounting judgments.
- Decisions where the underlying information cannot be reliably verified.
Automation should reduce unnecessary work. It should not remove accountability.
Training formats
- Half day workshop
- Full day workshop
- Ongoing support as your tools change
What never goes into a public AI tool
Client confidentiality and information security are part of the workflow design.
We establish what information can be used with which tools and what must remain within approved systems and environments.
The objective is not simply to use AI.
It is to use it without creating a new problem for the finance team.
Client tax data never goes into a public AI tool. Our automations run within your systems and approved business tools, and our training shows your staff exactly where that line sits.
Questions about this service
Will AI replace our staff?
No. We automate collection, sorting and data entry. Judgment, review and sign off stay with your people.
Is it safe to use AI with client data?
Only with the right tools and rules. We set out which tools are approved, what data may go into them and what never may, and we train your staff on it.
How much time will we save?
Teams typically save 6 to 12 hours a week, depending on volume and how manual the current process is. We measure your starting point first.
Let's find out if this fits.
Fifteen minutes, no deck. Tell us where the pressure is and we will tell you honestly whether we can help.