AI in accounting refers to the use of artificial intelligence tools and technologies to automate repetitive tasks, analyse financial data, detect anomalies, and support better decision-making. This includes tools for bookkeeping, forecasting, compliance, and even client communications.

AI can save time by automating data entry, reconciliations, and reporting. It also helps identify trends, improve accuracy, and deliver real-time insights—freeing up your team to focus on advisory services and client relationships.

No. AI is designed to enhance the accountant’s role, not replace it. While it handles repetitive tasks, accountants are still needed for strategic thinking, interpretation, relationship-building, and business advisory.

Yes, when implemented correctly. Most reputable AI solutions follow strict security standards. It’s important, however, to have an internal AI usage policy that ensures data privacy, accuracy, and ethical use.

Access Evo is an evolution of Access Workspace incorporating AI features and functionality and an upgrade in the user experience of our software.

In addition to your Access Accountants software we’ll provide Access Evo as a combined package. Evo initially connects to your client tax data, providing AI capabilities and insights. You’ll also have access to additional apps to help you run your practice like a pro.

• Open your years of client tax data to the possibility of generative AI in a secure way.
• Motivate, connect and align colleagues, to get everyone growing in the same direction with employee recognition and engagement apps.
• Find the answers to ATO and Fair work questions without exiting your Access solution or interrupting your workflow.
• Store and collaborate on documents internally and find information you’re looking for in seconds 

Yes, it incorporates AI and embeds it into our systems for customers who wish to take up that capability. We believe Access Evo will enhance user experience and provide additional value to users and the practice using our software, and it will evolve and become the new way you use our software.

Data security is paramount, regardless of the technology used. All our technology will never compromise data security and we are offering the use of AI at three security levels:

• Our use of AI remains within a private secure environment, no customer data is used in OpenAI systems
• User role-specific AI – the technology can only access data based on existing software permissions and controls
• Each individual’s use of our GenAI capabilities remains personally confidential

It’s at an entirely individual level, and nobody can see what a user has asked for or what systems they use. However, to allow us to check the security against permissions and controls is in place, we will run random testing, but that will be confidential and unattributed to individuals. In addition we will run queries past an automated checking system to ensure the use of AI is legal and appropriate to prevent misuse by any user.

Information that you might upload stays within the secure environment and won’t leave the Access infrastructure. No one outside of Access or your organisation will see the prompts, queries or information. We keep each customer’s information independently confidential and secure, unlike open ChatGPT, where any information you input or ask it to reformat will be used by open AI services to inform their future models and will therefore be available to others to view. You need to use a secure system like Access Copilot to protect yourself and prevent your information from being available to the wider internet.