audittrust AI & Automation Program
From hours to minutes: practical AI for accounting, tax, legal, and consultancy firms
6-week program designed for accounting, tax, legal, and consultancy firms
Learn the newest AI tools and workflows to save time and boost accuracy
Led by Ilze Palmbaha – global trainer, author, and speaker on AI in finance
Who this is for
Owners and teams in professional services who want time savings, accuracy, and safer workflows without becoming “tech people.”
What you get
- 6 weeks of pre-recorded video lessons (5–10 minutes each, up to 1 hour per week)
- 6 live Thursday Q&A sessions focused on your real cases
- Ready-to-use templates and checklists
- Two tool paths: Microsoft 365 first; the open-source alternative
- Optional tips for Google Workspace AI (Gemini) as a lightweight add-on
Why firms join
- Cut repetitive work with click-based automations
- Produce clearer reports and dashboards for clients
- Speed up VAT, contract, and document reviews
- Use AI safely and responsibly inside your firm
Your AI & Automation Trainer
Ilze Palmbaha is your guide to transforming firm operations with AI and automation. With deep expertise and a practical, results-driven approach, she delivers actionable insights that make AI accessible and profitable for your team.
1
Leading Change
Built on leadership experience at PwC and Grant Thornton, Ilze understands core industry challenges and leverages AI’s potential to transform professional service firms.
2
Global Impact
Directed the 2025 audittrust AI Training, empowering professionals from 17 countries to confidently integrate AI into their daily workflows.
3
Empowering Firms
As a global trainer, author, and keynote speaker, Ilze is dedicated to making AI accessible, actionable, and profitable—bridging the gap between innovation and real-world application.
Why This Program Matters
"I finally understood how to actually use the tools" and "I could apply the examples the same day"
That’s what audittrust members told us after their very first training session. And that’s exactly why this program exists: short, focused, and 100% practical. No theory overload, no confusion—just proven strategies you can use immediately in your daily work.
Each module is built on real feedback from professionals like you, so everything you learn is relevant, clear, and directly applicable to your firm.
Your Transformation Journey
Automate Repetitive Tasks
Cut down routine work and save hours every week by designing smart workflows that run on their own.
Use AI Safely
Adopt AI with confidence—always within compliance rules, protecting client data, and keeping the highest professional standards.
Deliver Higher Value
Go beyond routine work. Provide deeper insights and stronger advice, helping your firm stand out and stay ahead of the competition.
New Training Design – Key Improvements
Focused Learning
Learn in short 5–10 minute videos with step-by-step demos and simple exercises you can repeat right away.
Clear Structure
Choose your level—Basic or Advanced. Track your progress and practice weekly with real business cases.
Flexible Tool Focus
Hands-on guidance for Microsoft 365 users, with parallel examples in n8n for firms seeking full control of data processing, and quick references to Google Workspace AI for teams using Google environments.
Practical Application
Industry-based case studies showing measurable efficiency gains and client value — applicable to any workflow environment.
Weeks 1–6: Turning Knowledge Into Results
The audittrust AI Tool Kit
Focused, Not 100 Tools
Based on the survey, we standardized on a compact toolkit that covers the real jobs-to-be-done without overwhelming your team. Instead of "AI tool sprawl," we selected proven solutions that integrate seamlessly and address your specific workflows.
Core (Microsoft 365 Track)
- Microsoft Copilot - quick analysis, drafting, and review inside tools you already use
- Power Automate — client-reminder flows, approvals, and repetitive email handling
- SharePoint/OneDrive — structured document intake, naming, and routing
- Power BI — KPI dashboards and report packs for clients
Open-Source Track
- n8n - a privacy-friendly, open-source automation platform that lets you connect apps and create workflows—like document routing, client reminders, or data transfers—without writing code.
Language & Review Layer (Both Tracks)
- ChatGPT for drafting and second-review
- Custom GPTs/Agents for internal policies and FAQs
- Copilot Studio / ChatGPT Agents / Gemini Agent Mode — lightweight internal assistants for VAT rules, policy Q&A, and task guidance using governed internal data
Optional Add-On (Google Teams)
- Gemini for Google Workspace — quick wins for Docs/Sheets/Gmail where relevant
Every tool in this kit was chosen because it solves a problem that survey respondents explicitly mentioned. No theoretical capabilities, no vendor-pushed features—just practical solutions for document handling, client communication, reporting, and compliance workflows that consume your team's time today.
Program Schedule (November-December 2025)
Learn step by step with weekly pre-recorded videos on Mondays and interactive Q&A sessions on Thursdays—keeping you supported throughout your journey.
Program Fees
What’s Included:
- 6 weeks of structured learning (6 video lessons + 6 Q&A sessions)
- Practical assignments and real business use cases designed for immediate application
- Exclusive access to resources, templates, and dedicated community support
How we support you
Thursday Q&A sessions – ask your questions, get your answers
Every Thursday, join a live, 1-hour session to troubleshoot your setup, see demos based on real participant cases, and leave with a concrete solution you can apply the same day.
Pre-recorded sessions — one module per week
- Week 1: Responsible AI and Secure Setup
- Week 2: Automation Basics (Microsoft 365 or n8n)
- Week 3: Quick Wins with Data (Excel Copilot, Power BI, or Gemini)
- Week 4: Financial Reporting & Forecasting
- Week 5: VAT, Compliance, and Document Review
- Week 6: AI Assistants and Agents
Frequently asked questions
Do I need technical skills?
No. Everything is shown step by step — no coding, no setup stress.
What if we don’t use Microsoft 365?
No problem. The course includes full workflows in n8n, plus short examples for Google Workspace AI.
What if I miss a live Q&A session?
You can send your question in advance and watch the full recording later.
Can we use client data?
We recommend starting with dummy data. Templates and safety rules are provided in Week 1.
Meet Your AI & Automation Consultant
Expertise Areas:
- Best practices for prompt engineering
- AI for professional service providers
- AI-powered sales and marketing
- AI in strategic business development
- AI in education and professional skill-building
Competence - Creativity - Reliability