Planned customer education series

Use AI in your firm. Make it work on Monday.

NumbersGame is planning a practical learning series with Jan Haugo of SmartAccountant.AI for customers who want stronger AI workflows inside real accounting firms.

Jan Haugo, founder of SmartAccountant.AI
The offering

Training that ends with something your firm can use.

SmartAccountant.AI Bootcamp

Hands-on, three 2-hour sessions in one week. The programme is designed to end with a working, scheduled workflow rather than a list of AI ideas to revisit later.

Free monthly Masterclass

A practical session for the NumbersGame customer community, focused on how accountants can use AI to remove friction from day-to-day work without losing professional judgment.

Meet Jan

An AI Architect who knows how accounting firms actually work.

Jan Haugo is the founder of SmartAccountant.AI, a training and build platform for accounting professionals. She has more than 20 years of experience running a tech-forward accounting firm and has trained more than 50 firms to design, customise, and deploy practical AI systems.

Jan is a Gusto AI Trainer, co-authored Intuit’s AI Certification for accounting professionals, and SmartAccountant.AI is in the Claude Partner Network. MSN.com named her one of the Top 10 AI Leaders to Follow globally in 2026. Her work focuses on workflows that fit real firm operations, compliance realities, and client expectations.

Visit SmartAccountant.AI →

What the series is for

Turn AI interest into repeatable firm practice.

Cash reconciliation

Work through the questions, evidence, handoffs, and review steps that make cash reconciliation faster without treating a suggestion as a completed accounting conclusion.

Firm workflows

Translate recurring work such as client follow-up, month-end preparation, cleanup, and internal coordination into workflows your team can use consistently.

AI confidence

Give accountants a practical way to evaluate where AI helps, where it needs more context, and where qualified human judgment must stay in the loop.

How it fits NumbersGame

Better AI use starts with the right accounting context.

  • Keep the ledger authoritative. QuickBooks Online and Xero remain the systems of record.
  • Work inside client boundaries. Use the companies, projects, and information the firm is authorised to reach. Do not combine unrelated client work.
  • Use evidence before conclusions. Ask for the underlying reports, transactions, exceptions, and support behind a question.
  • Keep professional approval. AI can prepare work. The responsible accountant reviews the treatment before a ledger change.
Masterclass invitations

For NumbersGame customers, by invitation.

No sessions are scheduled yet. When the customer series is ready, NumbersGame will email invitations to customers for the free monthly Masterclass and share Bootcamp availability separately.

If you are evaluating NumbersGame, book a walkthrough to see how controlled QBO and Xero context can support the accounting workflows your firm wants to improve.

Book a NumbersGame walkthrough →

Build AI capability around real accounting work.

NumbersGame customers will receive Masterclass invitations by email once the series is scheduled.