Advisory Forum
Advisory Forum | 29th January @ 10am
Why Advisory Fails Without Real-Time Books – And How AI Fixes the Gap
Join Gaye Prime (VFD Pro) and guest expert Nicolai Thomson (Jenesys) on Thursday 29th January 10am (UK).
What you’ll take away:
- Understanding how real-time transaction triage works; what gets automated, what gets routed to humans, and why that matters for data quality.
- How to talk to clients about AI in their bookkeeping; where data goes, who stays in control, and what the real risks are (and aren’t).
- How to help clients emotionally disconnect bookkeeping from HMRC compliance and start seeing it as the foundation for decisions they actually care about.
Nicolai Thomson | Jenesys
Why this matters
Fractional FDs and financial advisors can only deliver robust management information if the underlying bookkeeping is accurate and current. Too often, they inherit books that are weeks behind, inconsistently coded, and require extensive cleanup before any meaningful analysis can begin. The advisory work gets squeezed; the value conversation never happens.
Nicolai Thomson is Co-Founder and CEO of Jenesys AI, which builds AI-powered bookkeeping that triages every transaction in real time – automating routine coding while routing edge cases to expert humans for validation. Jenesys works with UK & US accountants to change their technology and processes so bookkeeping data is never more than two days behind live, giving advisors clean, timely data to work with. Nicolai has raised £3 million for the business and brings a background in banking systems architecture and enterprise SaaS. He understands both sides: what it takes to produce reliable financial data, and what investors expect to see when they open the books.
Consider the following question
How do I position AI bookkeeping to clients who’ve only ever seen it as a compliance chore?
Who is this for?
Accountants in practice, part-time or fractional FDs/CFOs, financial advisors.
Anyone who wants to bring more commercial insight and value into client relationships.
(Mastermind Member bonus: those in the VFD Mastermind will be invited to stay on after the session for a deeper roundtable to apply key ideas to their own practices.)
Session Outcomes
By the end of the session, you will:
- Understand how AI transaction triage works and where human expertise stays essential.
- Feel confident explaining AI bookkeeping to clients, including where data goes, who controls what, and the real risks involved.
- Have a framework for shifting client perception of bookkeeping from HMRC burden to business intelligence they’ll actually use.