Hi {{firstname|everyone}},
Everyone’s playing with ChatGPT.
Someone’s using it to rewrite emails. Someone’s trying it for tax planning ideas.
Maybe your team’s asked it to explain a balance sheet like a pirate (don’t ask me why, it just happens).
Reality is, most firms are experimenting. Very few are actually building usable systems. Why? Because no one’s thought through how it fits into their day-to-day operations.
According to CPA.com's Tech Adoption Survey, 2023, only 12% of accounting firms have integrated AI into daily operations in a structured way.
That’s where plugins and Custom GPTs come in. With these, accounting firms can actually start putting this tech to work.
For Ledger Analysis: Let GPT Handle the Pattern Work 📊
Most firms are still manually scanning ledgers for errors, anomalies, or outliers. It’s time-consuming, low-value, and frankly, below your team’s pay grade.
Fact is, accountants spend up to 30% of their time on tasks that could be automated with AI.
With a Custom GPT built specifically for ledger review, you can:
Upload a trial balance or general ledger in CSV format
Use a consistent prompt framework like: “Scan this GL for transactions over £10,000, duplicates, and missing descriptions. Summarise anomalies and tag risk levels.”
Get structured outputs that flag issues by account, amount, and probable root cause
The result? Faster reviews, cleaner books, and your team’s time freed up for more complex analysis or client comms.
You can also build plugins that integrate directly with tools like Xero or QuickBooks (via their APIs) to automate the input-output cycle further.
No copy-paste. Just insights.
For Client Comms: Automate the ‘Explain This’ Layer 💬
One of the most underused applications of GPTs is client communication, not emails, but explanations.
Karbon's Practice Excellence Report 2023 reveals that 71% of firms say client comms takes up more time than it should, especially when explaining reports.
Let’s say a client gets their month-end report and has questions about cash flow dips, aged debtors, or overhead spikes.
Instead of drafting a custom explanation every time, you can feed the data into a GPT and use prompt templates like: “Explain this cash flow trend in plain English, highlight major drivers, and suggest two areas the client should focus on.”
Now you’ve got:
Clear, jargon-free commentary
Custom insights tailored to the client’s data
A repeatable process your team can use across dozens of clients
For Internal Training: Build a Firm-Specific GPT📚
Training new team members is a constant drain, especially when every firm has their own systems, templates, tone, and process quirks.
Instead of repeating the same walkthroughs repeatedly, build a GPT trained on your firm’s actual documents:
SOPs for onboarding, payroll, compliance
Internal policies, templates, checklists
Your tone of voice for client comms
Now, your team can ask: “How do we onboard a new dental client using Xero + GoProposal?”
Or: “What’s the process for submitting a VAT return through our offshore team?”
And they get your answers, not generic Google searches.
How We’re Helping Firms Build These Systems at Samera 🤖
Firms using AI systematically report 40% higher productivity gains vs. those just testing tools ad hoc.
At Samera, we’re not building random GPTs.
We’re building Samera AI to make this stuff actually usable inside a firm. Think smarter workflows, cleaner reviews, faster onboarding, all powered by AI that does, not just suggests.
Want to see this in action? We’re covering exactly how to do this at our flagship event:
👉 Samera Going Global: The Outsourcing & Offshoring Summit
🗓️ 2–3 August, Courtyard by Marriott, Mumbai
🎟️ Tickets are moving fast and we’re offering an exclusive ₹5,000 discount for a limited time.
If you’re serious about this, grab your tickets today:
Cheers,
Arun