Navigate Accountancy Logo

How AI Can Supercharge Your Small Business

Frances Lythgoe • March 11, 2025

If you hear the words "artificial intelligence," do you picture a high-tech office in a big city, packed with teams of IT geeks fine-tuning algorithms? You wouldn’t be alone. Many small business owners assume AI is something only massive corporations can afford to use. But here’s the thing – AI isn’t just for the big guys. Even the smallest business can use AI tools to save time, reduce admin headaches, and make smarter decisions.


At Navigate, we've seen first-hand how AI can help a business run more efficiently – without needing a tech department. So, let’s break it down: what can AI actually do for your business?


Automate the Boring Admin Work


There's no way around it, admin tasks eat into more your time than you would like – whether it’s responding to customer emails, scheduling appointments, or chasing invoices. AI-powered tools can handle these tasks for you.


For example, chatbots like Grok or ChatGPT can respond to customer queries, answer FAQs, and even book appointments. Meanwhile, AI-powered scheduling tools like Calendly can sync your diary with customers’ availability, saving you those tedious back-and-forth emails.


Make Bookkeeping a Breeze


AI accounting software can automatically categorise transactions, reconcile bank statements, and generate reports – so you don’t have to spend your evenings drowning in spreadsheets. Platforms like Xero and QuickBooks use AI to track expenses, send invoice reminders, and even flag unusual transactions that might need your attention.


And if you work with an accountant (like us!), AI makes it easier for them to give you real-time insights into your finances, helping you make smarter business decisions.


Level Up Your Marketing Without a Big Budget


Think you need a marketing department to compete online? Think again. AI tools can help small businesses market themselves like pros – without the cost of a full-time marketing team.


  • Canva’s AI design tools help create social media graphics, posters, and logos in minutes.

  • Grok or ChatGPT can help you generate blog posts, social media captions, or email newsletters in seconds.

  • Grammarly checks spelling and grammar, making sure your emails and posts are polished and professional.


These tools allow you to keep your marketing fresh without spending hours agonising over content.


Speed Up Hiring and HR Tasks


Recruitment can be a slog – especially for small businesses that don’t have a dedicated HR team. AI can help screen CVs, shortlist candidates, and even draft job descriptions.


Tools like HireVue can analyse video interviews, while ChatGPT can help write professional job ads. And if you’re drowning in employee paperwork, HR platforms like BambooHR use AI to automate payroll, track leave requests, and manage staff records.


Keep Your Customers Happy (Without Spending All Day on It)


AI-powered customer service tools can improve response times and ensure no query goes unanswered. Zendesk and HubSpot’s chatbots can respond instantly to common customer questions, and AI-powered email automation ensures customers get timely follow-ups.


And for those of you in retail or e-commerce, AI can personalise recommendations based on customer behaviour – helping increase sales without the need for manual input.


Spot Business Trends Without Crunching Numbers for Hours


Imagine being able to predict what your customers will want next month, or seeing which products or services are your best performers – without sifting through endless reports.


AI-driven analytics tools like Google Analytics, Power BI, and even Xero’s built-in reports can provide insights into your sales trends, cash flow, and customer behaviour. Instead of making decisions based on gut instinct, AI helps you use real data to make smarter choices.


AI is a Helping Hand, Not a Replacement


AI isn’t about replacing jobs or making business more complicated. It’s about freeing up time so you can focus on what you really want to do. Whether you want to automate admin, improve marketing, or just make your day-to-day a little easier, there’s an AI tool out there that can help. If you’re unsure where to start, don’t worry – you don’t have to overhaul your entire business overnight. Pick one area that eats up too much of your time and try an AI tool that fits.


Need help making sense of the numbers? That’s where we come in. Get in touch with us and let’s see how we can help your business run more efficiently – with or without AI!

Share by: