# Using AI As: Plain guides to using AI in your day job, UK rules included

> Using AI As shows people in finance, HR and office admin how to use AI at work without breaking confidentiality or UK GDPR: steps they can follow and checks they can trust.

## Roles and tasks

- [AI for accountants and finance managers](https://usingaias.com/ai-for/accountants/) (updated 2026-10-01): Use 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. Markdown: https://usingaias.com/ai-for/accountants.md
- [AI for HR](https://usingaias.com/ai-for/hr/) (updated 2026-10-01): Use 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. Markdown: https://usingaias.com/ai-for/hr.md
- [AI for office managers and admin](https://usingaias.com/ai-for/office-managers/) (updated 2026-10-01): Hand 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. Markdown: https://usingaias.com/ai-for/office-managers.md
- [AI for bank reconciliation: the finance-team process](https://usingaias.com/ai-for/bank-reconciliation/) (updated 2026-10-01): Let 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. Markdown: https://usingaias.com/ai-for/bank-reconciliation.md
- [AI cash-flow forecasting: a weekly forecast you can defend](https://usingaias.com/ai-for/cash-flow-forecasting/) (updated 2026-10-01): AI 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. Markdown: https://usingaias.com/ai-for/cash-flow-forecasting.md
- [ChatGPT and Xero: what connects and what to export](https://usingaias.com/ai-for/xero/) (updated 2026-10-01): Xero 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. Markdown: https://usingaias.com/ai-for/xero.md
- [P&L with AI: build one from a trial balance](https://usingaias.com/ai-for/p-and-l/) (updated 2026-10-01): Map 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. Markdown: https://usingaias.com/ai-for/p-and-l.md
- [Job descriptions with ChatGPT (and Claude or Copilot)](https://usingaias.com/ai-for/job-descriptions/) (updated 2026-10-01): 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. Markdown: https://usingaias.com/ai-for/job-descriptions.md
- [HR policies with ChatGPT: draft, check against UK law, approve](https://usingaias.com/ai-for/hr-policies/) (updated 2026-10-01): AI 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. Markdown: https://usingaias.com/ai-for/hr-policies.md
- [AI for performance reviews: write-ups, not judgements](https://usingaias.com/ai-for/performance-reviews/) (updated 2026-10-01): Use 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. Markdown: https://usingaias.com/ai-for/performance-reviews.md

Published by Adapt Progress Evolve Limited (UK company 10047328). Written by Jack Stovell.