AI is changing how we live and work, and the accounting world is no exception. However, while headlines often discuss robots replacing humans, we believe the real story is much more encouraging: AI can help us serve our clients better, faster, and more personally than ever.
At Donaldson Ross & Co, we’ve always believed in relationships first. That won’t change. But we’re also embracing new tools - including artificial intelligence - to support how we work behind the scenes.
Here’s how we see AI making a positive difference for our clients.
Smarter, faster admin - less time on paperwork
AI-powered tools are already helping automate time-consuming tasks like:
- Sorting receipts and invoices
- Matching bank transactions
- Running reports and forecasts
That means we spend less time on routine admin and more time focused on helping you make smart decisions about your finances.
More insight into your business - not just numbers on a page
AI can help us spot trends, patterns, and risks in your financial data - giving us an even clearer picture of how your business is performing.
It’s a big reason why more of our clients are choosing to receive regular management accounts - monthly or quarterly - instead of just waiting for the year-end.
When you combine accurate, timely figures with proactive advice, you can:
- Understand your financial position in real time
- Make confident decisions about investment or growth
- Spot problems early and act quickly
That’s where technology and human expertise really come together.
Extra peace of mind with compliance and security
From detecting unusual transactions to supporting our anti-money laundering checks, AI also helps keep your business safer. We’re using tools that improve accuracy, reduce the risk of error, and ensure you stay compliant with changing regulations - including Making Tax Digital.
What this means for our clients
We're not handing over control to machines. We're using AI to strengthen the service we already provide - and to spend more time doing the things that matter most to you.
It’s part of our ongoing promise to modernise where it makes sense, while keeping the personal connection at the heart of what we do.
If you’d like to explore how better, more frequent financial reporting could support your business goals - or you’re curious about the tools we’re using - we’d be happy to talk.