How We’re Using AI in Our Accounting Firm to Improve Client Communication

AI in Accounting Firm

While the full power of AI seems to still be a few years away, there are several places where businesses are already using it. 

ChatGPT, we’re looking at you!

And thanks to our trusted tech partner, Karbon, we’re beginning to leverage the benefits of AI with our clients at U-Nique Accounting as well. 

Here are just a few ways that we’re using AI in our accounting firm to make things easier for our clients:

Streamlining Client Tasks and Project Management

If you’re already a client with us, you know how much of an emphasis we put on clear and efficient communication. 

It’s key in any financial partnershipbut especially in the fast-paced world of restaurants and breweries. 

That’s why we’re excited to announce our latest step towards improving communication: the implementation of AI-powered features within our tech partner, Karbon.

Previously, our communication tools limited us to sending information to only one designated person at a time. 

This meant that if multiple individuals within your business needed to be involved, we’d have to send separate messages, creating a fragmented and inefficient experience.

Now, thanks to Karbon’s latest AI-driven updates, we can tag multiple users (up to 10!) onto the same project. 

This allows us to seamlessly involve all relevant stakeholders, such as owners, managers, and key personnel, in the communication process. 

This ensures everyone is on the same page and simplifies collaboration.

Automated Communication: Keeping You Updated Every Step of the Way

Continuing on with the theme of better communication, we’re using Karbon’s AI capabilities to send real-time notifications as well. 

Gone are the days of waiting for updates. 

Karbon’s latest updates enable us to automate communication, sending you instant notifications as we progress through your tasks and projects. 

This means you’ll always be in the loop, receiving real-time information about your accounting needs.

Improved Visibility and Transparency

Finally, Karbon’s new tagging feature also provides our clients with a centralized portal for all project-related information. 

This shared space offers increased transparency and visibility into the work being done, allowing everyone involved to track progress, access documents, and stay informed.

What Does This Mean for You?

Our commitment to leveraging AI technology translates into several benefits for our restaurant and brewery clients:

  • Enhanced communication: You’ll receive timely updates and stay informed throughout the entire process.
  • Increased efficiency: We can streamline workflows and collaborate more effectively, saving you valuable time.
  • Improved transparency: You’ll have a clear understanding of the work being done and the progress being made.
  • Simplified collaboration: We can engage with all relevant stakeholders within your organization, ensuring everyone is involved and informed.


At U-Nique Accounting, we’re constantly working to improve our services and deliver exceptional value to our clients. 

And as your accountant (or future accountant! 😉) we encourage you to do the same. 

Invest in technology that will provide more value to your customers. 

For us, incorporating AI into our client communication means a more streamlined, collaborative, and transparent experience. 

For you, it may mean shorter wait times, smarter staffing, or automated marketing.

The sky is the limit, quite literally. And the sooner we all hop on the ride of AI, the sooner we our customers will reap the benefits. 

Interested in learning more about how U-Nique Accounting can help your restaurant or brewery get financially smarter? 

Book a completely free call down below! We’re always here to help.

Until next time!

P.S. There’s one week left to take advantage of our Black Friday offer!

For a *limited time only, we are offering a discount of 50% off your first 2 invoices. That is basically one FREE month off of your annual subscription plan when you make the switch to U-Nique Accounting.* 

This offer is only valid until December 15, 2023, so get in quick. 

You can sign up and check out all of the details and fine print here:

Matt C


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