Finance and Accounting
Pro Tips
How to stay relevant as an accountant in an AI-driven accounting industry
13 Aug 2025
Share post:
The accounting industry is moving faster than ever. New regulations, client demands, and advances in AI-powered accounting software are reshaping how work gets done. Accounting softwares like Cantant now handles everything from reconciliations to predictive cash flow in seconds. These are the kind of tasks that once took hours of human effort.
For accountants, staying relevant in this environment means more than keeping up with the latest tools. It’s about understanding how these changes fit into your day-to-day work, how they shift what clients expect from you, and how you can position yourself as the person they trust to navigate it all.
How is AI and automation changing modern accounting jobs and required skills?
Over the last decade, accountants have seen automation quietly take over routine work. Bank feeds pull transactions in real time. Invoices match to payments automatically. Tax preparation software flags errors before you even hit “submit.”
The real shift, though, isn’t just about speed. It’s about how the role of the accountant is expanding. AI-powered platforms can now run predictive models, spot anomalies in large data sets, and generate management reports without human input. That means your value is less tied to producing the numbers and more to interpreting them. Clients expect you to explain what the data means, what actions they should take, and how those decisions will play out months or years from now.
For many firms, this shift has created two pressure points:
Skills gap – Technology skills are now as important as technical accounting knowledge. You need to be comfortable navigating AI tools, building dashboards, and using data analytics to find trends.
Higher client expectations – Because software delivers instant results, clients expect faster answers and deeper insights than before. They’re not just looking for year-end summaries anymore. They want ongoing, forward-looking guidance.
The upside is that automation doesn’t remove accountants from the picture. It pushes you into higher-value work — advisory, planning, and strategy — the parts of the job that can’t be automated away. The accountants who invest time in learning how AI works, experimenting with new tools, and pairing that knowledge with solid business sense will remain in demand, no matter how fast the technology moves.
Which accounting software and AI tools should accountants learn this year?
Accounting technology is advancing so quickly that even seasoned professionals can feel like they’re playing catch-up. Every year brings new platforms promising faster processing, sharper insights, and more efficient client service. The real challenge isn’t finding tools, it’s deciding which ones are worth the time it takes to learn them well.
For core bookkeeping and compliance, mainstays like QuickBooks, Xero, and Sage remain firmly in place. But the biggest gains are coming from AI-powered solutions that streamline work far beyond data entry and reconciliations. Cantant is a good example. Designed with a mobile-first approach, it combines day-to-day bookkeeping with intelligent business management tools that work across borders. Accountants and their clients can handle invoicing, track inventory, manage expenses, and produce clear budgeting and expense reports, all from one interface.
Its built-in features also include tracking debtors and outstanding payments, sending automated reminders, and delivering push notifications for important events like overdue invoices or low stock. This makes it particularly useful when working with small business owners who need constant visibility but don’t have time to learn complex accounting software.
Other valuable AI-driven tools to explore include:
Fathom or Spotlight Reporting for in-depth management reports and KPI tracking.
Dext for hands-off expense capture and categorization.
Chata.ai for querying financial data in plain language.
The smartest strategy is to focus on two or three tools that align directly with your client base and service model. If you work with international clients or need to support owners who run multiple locations, a global platform like Cantant can simplify daily operations and keep critical financial information flowing in real time.
If your focus is on startups or high-growth SMEs, you might choose tools that excel at forecasting and performance analysis. The right combination of software won’t just make your work faster, it will make your role as an advisor stronger.
How can an accountant move from compliance work to advisory services?
For decades, much of accounting revolved around compliance i.e. preparing tax returns, producing statutory reports, and making sure records met regulatory requirements. Those tasks aren’t disappearing, but they’re no longer enough to set you apart. With automation now handling large parts of the compliance process, clients are starting to expect something more: guidance that helps them make better business decisions.
Shifting into advisory work means changing both what you offer and how you work. Instead of focusing only on the past (what’s already happened in the business), you start helping clients plan for the future. That could mean building cash flow forecasts, assessing the financial impact of expansion plans, or advising on cost control strategies. AI-powered tools like Cantant can make this easier by surfacing real-time data on revenue trends, outstanding debts, expense patterns, and budget performance. With this information at your fingertips, you can offer advice that’s timely, specific, and backed by up-to-the-minute numbers.
Making the transition often involves three steps:
Understanding your client’s goals – You can’t advise effectively if you don’t know what they’re aiming for. Whether it’s growth, stability, or preparing for a sale, your advice needs to align with their priorities.
Integrating the right tech – Software like Cantant gives you quick access to business health indicators, freeing you from manual reporting and giving you more time for analysis.
Packaging your services differently – Many firms find success in offering advisory packages alongside compliance services, so clients see them as a single, continuous value stream rather than two separate offerings.
Advisory work builds deeper client relationships, increases your earning potential, and makes you far harder to replace. In a world where compliance is becoming increasingly automated, your ability to interpret numbers and turn them into action plans is what keeps you relevant.
What soft skills do accountants need to communicate insights and build client trust?
Technology can crunch numbers in seconds, but it can’t replace the trust that comes from a good conversation. As more of the technical work shifts to AI-powered systems, soft skills are becoming just as important as technical expertise. The best accountants aren’t just accurate, they’re clear, approachable, and able to explain complex information in a way that makes sense to someone without a finance background.
Communication sits at the top of that list. Being able to translate a dense financial report into a story about what’s happening in the business is a skill clients value. Tools like Cantant can help by turning raw data into clean, visual reports, but it’s still your role to interpret those visuals in the context of the client’s goals.
Active listening is another underrated skill. Clients won’t always tell you directly what they need. They might mention they’re “too busy” or “worried about cash flow” but those are cues that point to deeper issues you can help solve.
And then there’s empathy. Running a business is stressful. When you understand the pressures your clients face and respond with practical solutions rather than just pointing out problems, you build loyalty that lasts far beyond the next financial year.
In short, the more technology takes care of the calculations, the more your value comes from how well you communicate, listen, and connect. Clients don’t remember the perfectly balanced ledger; they remember the person who helped them make a decision with confidence.
Which accounting certifications and courses matter most for career growth now?
In a market that’s changing as fast as accounting, qualifications aren’t just a box to tick, they’re a way to stay competitive. The right certifications can deepen your technical expertise, signal credibility to clients, and open doors to new service areas. But with so many options available, it’s worth focusing on those that match both your career direction and the evolving needs of the profession.
For technical credibility, long-standing certifications like CPA (Certified Public Accountant), ACCA (Association of Chartered Certified Accountants), or CIMA (Chartered Institute of Management Accountants) remain highly respected. These give you a strong foundation in compliance, reporting, and strategic finance.
If you’re looking to pivot toward advisory work, consider specialist training such as:
Chartered Tax Adviser (CTA) for complex tax planning and advisory.
Certificate in Business Valuation for helping clients with mergers, acquisitions, or succession planning.
Data analytics certifications from providers like Microsoft or the AICPA to strengthen your ability to work with large data sets and predictive models.
With AI-powered accounting tools like Cantant automating routine tasks, understanding how to integrate technology into your workflow is also becoming a core skill. Many software providers now offer official training programs and certifications that not only help you master the platform but also signal to clients that you’re working at the cutting edge of the profession.
The key is to think strategically about your learning. Choose certifications that either strengthen your core expertise or open the door to high-demand services.
How do upcoming tax and accounting standards affect what accountants should learn next?
Accounting standards and tax regulations never stand still. Each year brings updates that can reshape how you prepare reports, advise clients, and even structure your own workflow.
Upcoming changes often fall into three main areas:
Regulatory updates – New tax brackets, allowances, and filing requirements can affect both individuals and businesses. For example, adjustments to VAT thresholds or corporate tax rates can have ripple effects on client pricing strategies, cash flow planning, and investment decisions
Accounting standard revisions – Updates to IFRS or local GAAP might change how revenue is recognized, leases are reported, or assets are valued. Even minor adjustments can require changes in reporting templates and client education.
Disclosure and compliance trends – ESG reporting requirements, anti-money laundering rules, and digital reporting mandates are becoming more common. These areas often require both technical accounting knowledge and the ability to guide clients through unfamiliar territory.
AI-powered software like Cantant can’t replace the need for professional judgment, but it can make adapting to these changes faster. For instance, by updating workflows to reflect new expense categories, tax codes, or compliance alerts, you can integrate regulatory changes directly into your client’s day-to-day financial processes. Push notifications and real-time reporting also make it easier to act on changes before deadlines loom.
The best approach is to build continuous learning into your yearly plan. That might mean attending CPD courses, subscribing to professional updates, or joining industry groups where peers discuss upcoming shifts.
When clients see you as the first to know, and the first to explain what it means for them, you move beyond being a service provider to becoming a trusted advisor who keeps them ahead of the curve.
How can accountants build a personal brand on LinkedIn to attract better clients?
LinkedIn has become one of the most powerful tools for accountants to showcase expertise and connect with potential clients. But building a personal brand there takes more than polishing your job title and adding a headshot. It’s about consistently showing up with insights that demonstrate your value and make the right people want to work with you.
Start with your profile. Make sure your headline speaks to the problems you solve, not just your job title. For example, “Helping small business owners simplify finances and grow profit” tells prospects more than “Senior Accountant.” Use the “About” section to highlight the industries you work with, the services you provide, and how clients benefit from working with you.
From there, focus on creating and sharing content that positions you as a trusted advisor. This could include:
Breaking down complex tax changes into plain language.
Sharing short tips on budgeting, cash flow, or debt management.
Posting case studies (with client permission) that show how your advice led to measurable results.
If you use AI-powered accounting software like Cantant in your work, you can also post about how technology gives clients faster, clearer insights. For example, sharing a story about helping a client avoid a late-payment penalty because Cantant’s push notifications flagged an overdue invoice on the spot.
Engagement is just as important as posting. Comment thoughtfully on other people’s content, answer questions in industry groups, and connect with people in your target market. The more visible and helpful you are, the more likely it is that decision-makers will see you as the go-to person when they need accounting help.
A strong LinkedIn presence, over time, creates a steady flow of opportunities with clients who already value what you bring to the table.
What does the future of accounting look like and how can accountants stay relevant long term?
The future of accounting will be shaped by three forces: technology, regulation, and client expectations. Each is moving quickly, and together they’re redefining what it means to be a successful accountant. Automation will continue to take over routine tasks. Regulatory frameworks will keep evolving. Clients will expect faster answers, more forward-looking insights, and advice that factors in both financial and non-financial data.
Staying relevant long term isn’t about mastering every new tool or memorizing every policy change. It’s about building the adaptability to learn quickly, the judgment to know what matters most to your clients, and the communication skills to deliver that value clearly. The technology, whether it’s Cantant, analytics dashboards, or automation platforms, is there to support you, not replace you.
The most future-proof accountants will:
Invest in continuous learning so they can pivot when rules or technologies shift.
Leverage technology intelligently, choosing tools that give them better visibility, faster processing, and more accurate data.
Deepen client relationships by offering advice tailored to real-world business challenges.
Specialize strategically, carving out expertise in areas with strong and growing demand.
In the end, relevance isn’t a single milestone you hit, it’s a habit you build. The accountants who commit to evolving with the profession, rather than reacting to it, will be the ones clients trust most in the years ahead. And that trust is the one thing technology can’t automate.