Preparing better for your accountant with AI

A meeting with your accountant is valuable, but also expensive if half of it is spent hunting for documents. AI can help you arrive better prepared. Your accountant remains the expert.

Before the meeting

• Organise your questions. Write down everything you want to ask, however jumbled, and let AI group it by topic: tax, payroll, investments, payments.
• Draw up a document list. Describe what happened in your business last quarter, such as a new vehicle, a new hire or a large investment, and ask which documents your accountant is likely to need. Then check that list with your accountant.
• Brush up on terms. Have a term from a previous report explained in plain language. Use it to ask better questions, not as tax advice.

After the meeting

• Write a summary of what your accountant said and what you need to do, and send it back for confirmation.
• Get an email explained in plain language when an answer was technical.

E-invoicing and your software

Since 1 January 2026, Belgian VAT-registered businesses have had to use structured electronic invoices with each other. That runs through your invoicing or accounting software, not through an AI chatbot. AI can, however, help you understand your software's manual or word a question to your supplier.

Watch out for

• Tax advice: rules change and depend on your situation. Use AI to prepare questions, not to make tax decisions.
• Confidentiality: payslips, tax returns and bank details don't belong in a personal AI account.
• Amounts: don't have anything calculated in an AI text. Your accountant and your software do that.

Checklist for your next appointment

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