Whether supporting clients on their growth journeys or adapting your own firm, using technology effectively can unlock efficiency, increase capacity and drive profitability.
Productivity isn’t just about working harder, it’s about working smarter. For accountants, embracing the right technologies is no longer optional. It’s a strategic imperative.
Accountants can and are deploying technology to maximise productivity, reduce manual workloads and position themselves as strategic partners in a tech-enabled economy.
There is a huge opportunity for accountants to act as digital enablers for their clients. By championing cloud accounting platforms, automating processes and integrating financial dashboards, they can increase workflows and avoid human error.
In today’s technological world, new software development is happening fast. Artificial Intelligence tools are already helping to speed up productivity, cutting workloads and improving efficiencies. Ideally though, it’s important to consider your technological requirements from the outset.
“When you set up your data infrastructure, think about what your workflows are and what your data requirements are for those workflows. Ideally you want to ensure only one data entry point and one source of truth, therefore add integration or dataflows between systems where possible,” says Anne Allibone, portfolio CFO and commercial adviser for start-ups, scale-ups and SMEs.
Rather than needing one system that does everything, you can piece together different solutions for different processes to better tailor them to your business needs, she explains. “But do make sure they are able to integrate or you can at least map the data where needed.”
Why Productivity Matters
Rising client expectations, regulatory pressures, and a chronic skills shortage are squeezing capacity across the accounting profession, according to recent ICAEW research. Firms and their clients are actively seeking ways to automate or streamline operations to cope with increased workloads and maintain service levels.
With more businesses seeking proactive, real-time advice, firms must look beyond traditional models. Technology, and particularly artificial intelligence tools, hold the key to not only improving internal operations, but also enhancing the value accountants can deliver to clients.
“Becoming AI-ready starts with leadership. Senior teams need to clearly communicate why AI is being adopted and ensure employees are properly trained to use it. This isn’t just about efficiency – it’s about making sure investments deliver value and drive long-term ROI,” says Aidana Zhakupbekova, Chief Financial Officer at expense management company Rydoo.
Embrace automation
One of the clearest pathways to improved productivity is through automation. Repetitive, rules-based tasks such as data entry, bank reconciliations, invoice matching and VAT returns are ripe for automation.
“SMEs in particular often have tight budgets, so while you should experiment and try new things within your current tools, selecting new technology on a whim isn’t an option. This is why continuity matters. Leadership teams need to choose technology that integrates seamlessly with existing systems and workflows or try a phased rollout to minimise disruption and ensure a smooth transition,” Zhakupbekova says.
By freeing staff from low-value tasks, organisations can redirect time and energy toward the areas that drive long-term growth, such as analysis, strategy and client engagement.
Use collaboration tools
Productivity isn’t just about external client work, internal efficiency is equally important. As hybrid and remote working become standard, collaboration tools play a vital role in maintaining visibility and accountability.
“Transparency is non-negotiable. If you can’t see what’s working and who the bottlenecks are, you can’t improve or respond quickly. That’s where many systems fall short. They might process data, but they don’t expose time lags, morale drag or missed handoffs until a crisis arises,” says Francisco Gaffney, CEO and Chair of software developer Trinity SES.
By creating a connected and transparent environment, firms can reduce duplication, eliminate bottlenecks and ensure consistent quality.
Build strategic and operational layers together, Gaffney says. “That sounds abstract, but it’s practical: link day-to-day execution directly to risk, compliance and performance metrics. That way, scale doesn’t dilute control; it sharpens it. The real key is flexibility. It’s having systems, processes, and people that can stretch without breaking and improve as they go.”
Don’t neglect training
Investing in technology is only part of the solution. Ensuring your team uses it effectively is where the real productivity gains lie. Many organisations struggle with underused systems or inconsistent use across teams.
“Training is a crucial step in the implementation process. Employees must be onboard, engaged and prepared to embrace new ways of working,” says John Phillips, EMEA General Manager, FloQast.
Digital transformation is as much about culture as it is about software. Organisations that foster a tech-savvy mindset are better positioned to adapt and grow.
“Change can be uncomfortable, and some team members may feel anxious or even threatened by automation. This is where leadership plays a vital role,” says Phillips. “When AI is positioned as a tool to support and elevate the team, not replace it, it helps build trust and confidence.”
Set the tone from the top
A clear vision from leadership, supported by effective training and communication, can be the difference between resistance and readiness, adds Phillips.
Technology is no longer just a tool; it’s a foundation for sustainable growth. By automating routine tasks, enhancing collaboration and enabling deeper advisory services, the right technology can transform productivity and delivery.
Organisations that embrace digital transformation today will be tomorrow’s market leaders. Those that hesitate risk falling behind, not just in efficiency, but in relevance. The path to higher productivity, better margins and stronger client relationships runs through the smart use of technology.
