AI for your role, and the tasks inside it.

Start with your role hub: what to hand to AI first, what to keep human, and what never to paste in. Then work through a task guide, one checkpoint at a time.

AI for accountants and finance managersUse ChatGPT, Claude or Copilot for formulas, checklists, queries and commentary drafts. The numbers come from the ledger and the bank, and a person approves and posts everything.4 guides8 ranked jobsLive
AI for HRUse ChatGPT, Claude or Copilot to draft HR words: job descriptions, policies, letters, objectives. Keep decisions about people human, and check UK GDPR and Equality Act rules before AI touches hiring.3 guides5 ranked jobsLive
AI for office managers and adminHand AI the first drafts: emails from your bullet points, meeting notes into actions, desk instructions, rota layouts, supplier chasers and formulas. You check the facts and you send.0 guides6 ranked jobsLive
BookkeeperCleaner bank feeds, faster coding queries and reconciliations you can still evidence line by line.Hub plannedPlanned
MarketingBriefs, first drafts and campaign reporting, without the copy sounding like everyone else's.Hub plannedPlanned
SalesAccount research, call prep and follow-ups that use what the customer actually said.Hub plannedPlanned
Project managerPlans, RAID logs and status reports built from your notes rather than from a blank page.Hub plannedPlanned
Small-business ownerThe finance, admin and marketing jobs you do yourself, in the order that frees up the most time.Hub plannedPlanned

Task queue

Task guides.

Task guides
Task	Role	Difficulty	File
AI for bank reconciliation: the finance-team processLet your accounting software match first. Use AI on the leftovers, from descriptions only: likely explanations, queries, Excel comparison formulas and the checklist. A person approves and posts.	Finance	Beginner	–
AI cash-flow forecasting: a weekly forecast you can defendAI builds the weekly grid, the SUMIFS formulas and the assumptions wording. Every number comes from your aged debtors, aged creditors, payroll, PAYE and VAT dates and the bank balance.	Finance	Intermediate	–
ChatGPT and Xero: what connects and what to exportXero has a plugin in ChatGPT (live since 15 September 2026), a read-only connector in Claude, and a developer MCP server with write access. Otherwise, export a report and strip the identifiers.	Finance	Beginner	–
P&L with AI: build one from a trial balanceMap each nominal code to a P&L line once and let SUMIFS build the P&L every month. AI proposes the mapping and writes formulas; Excel does the arithmetic; three checks tie it to the TB.	Finance	Intermediate	Template
Job descriptions with ChatGPT (and Claude or Copilot)Give AI your own notes on the role and get a structured job description and person specification. Split essential from desirable, check the wording for bias, and set pay yourself.	HR	Beginner	–
HR policies with ChatGPT: draft, check against UK law, approveAI drafts the structure and plain-English wording from what you already say. The legal minimums come from GOV.UK and Acas, never the AI, and a named person approves the final policy.	HR	Intermediate	–
AI for performance reviews: write-ups, not judgementsUse AI to turn a manager's own anonymised notes into a balanced review, check the language and tighten SMART objectives. The rating and any decision stay with the manager.	HR	Beginner	–