Getting the balance right with AI: Some dos and don'ts

29 June 2026

We’re experiencing an ‘AI revolution’. But do you know where AI can truly benefit your small business? We cover some key dos and don’ts of using AI in your business.

We’re experiencing an ‘AI revolution’ that’s impacting the way we do business.

 

AI agents and AI tools are everywhere, helping us to expand our capabilities, make our processes more efficient and drive a more data-driven, automated operational approach.

 

What’s the best way to use AI effectively in your small businesses?

We’ve highlighted some dos and don’ts for the tech-savvy business owner.

 

Do explore agentic AI

 

Go beyond using simple AI chatbots.

 

Agentic AI uses bespoke AI agents to autonomously execute multi-step workflows. This could include managing email sequences or inventory, giving your human team more time to focus on high-level strategy and valuable 1-to-1 client interactions.

 

Don’t forget to set clear goals for your AI usage

 

Avoid ‘tech for tech's sake’. Make sure there’s a clear issue to solve with your AI tools.

 

Define specific metrics – like reducing customer service response times or lowering your operational overheads. Make sure your AI investments are actually solving real business issues, rather than creating digital clutter or distracting your staff.

 

Do use AI to boost your research and analytics capabilities

 

AI excels at processing vast datasets almost instantly. Make full use of this capability.

 

Use AI analysis tools to identify market trends and drill down into customer needs. This gives your human team the valuable intelligence they need to make faster, data-driven creative decisions that will drive the success of the business.

 

Don’t assume that AI is always right

 

AI is extremely powerful. But it’s not infallible!

 

AI can ‘hallucinate’ or provide biased answers and outputs. Always treat AI output as a first draft; human oversight is essential to verify facts, maintain brand voice and ensure core ethical standards and values are met.

 

Don’t put all your AI eggs in one basket

 

Relying on one software vendor is a risk.

 

Avoid vendor lock-in by having a diverse range of AI tools from a cross-section of vendors. Relying on a single provider creates operational risks; if their service fails or pricing spikes, your entire business workflow could face immediate, costly disruption.


Raising your prices: how to do it effectively
20 August 2026
41% of NZ businesses are thinking of raising prices to combat increased costs. But is an increased price point the silver bullet it appears to be? We look at some pros and cons.
Benchmarking your business against competitors
12 August 2026
Benchmarking is an excellent way to discover if your business performance is leading or lagging within your sector. We highlight 3 key benefits of embracing industry benchmarking.
Keeping your tax and expenses in check when you are self-employed
4 August 2026
Working for yourself or running your own business? Set up robust systems for expenses & tax requirements so you can focus on your important tasks. We can help take the headaches out of your business accounting.
SHOW MORE

To discuss all your account matters please call us on 09 438 1001

Green button with white arrow and text: Log in to our client portal.