Runbook's AI Implementation Checklist

Stop losing 15 hours a week to tasks AI should be doing.

Runbook's AI Implementation Checklist is a 78-page working document built around the actual journey a UK Accountancy practice could take when implementing AI. AT £97, it's less than an hour of most accountants' billing rates. A practice saving two hours a week at a £75 billable rate recovers the cost in under a week.

It helps you assess where you are today, capture quick wins, choose the right tools, bring your team along and gives you a 90-day plan that runs alongside your normal client workload.

Every section delivers something usable.

What's inside:

• 14 tick-box checklist: data audit, tool selection, staff onboarding, quarterly review and more
• 11 ready-to-adapt templates: All provided within word document and excel companion packs
• 5 tool comparison tables: Compare tools on bookkeeping, tax research, client communications, document review and practice management
• Data protection questions framework: structured questions to help you with your adviser so you go in prepared rather than guessing
• ROI Caluclator: Enter your rates and time estimates and get a payback period for your specific practice

Our AI Implementation Checklist is build for the way practices actually work. The 90-day implementation timeline accounts for self-assessment peaks, realistic staff capacity and the fact that there is no project manager. The Quick Wins section is designed to deliver value in the first week, before you have committed to anything bigger.

Our guarantee: Work through the checklist. If you don't find it useful for your practice, contact us within 14 days and we'll refund you in full. No questions asked.