AI in Accounting
91 articles, newest first. Showing 1–24.
How to safely connect ATO data to the AI tools your firm already uses
As firms increasingly utilise AI tools for client ATO data analysis, the OAIC and TPB stress the importance of adhering to privacy regulations.
BAS agents are asking a question about agentic AI that the regulators have not answered
BAS agents are raising critical questions about the regulatory framework surrounding agentic AI in tax services, especially as technology advances.
8 client meetings worth recording, and 3 your firm shouldn't
An AI notetaker that joins every meeting by default is a setting, not a policy. This guide sorts client meetings into the eight worth recording, from scoping to handovers, and the three to leave alone, then turns the…
Recording in-person client meetings: consent, kit and a file note
Recording an in-person client meeting gets you an accurate file note without typing through the conversation, provided you get consent first. This guide covers the recording and privacy rules in AU, the UK, the US, NZ,…
How long should your firm keep client meeting recordings?
The file note is the record an accounting firm keeps; the raw recording is a working file that privacy law expects you to delete once it has done its job. This guide sets out the record-keeping and privacy rules in six…
What to ask any AI notetaker vendor about your clients' data
Eleven due-diligence questions an accounting firm can send any AI notetaker vendor, covering training, sub-processors, residency, retention, access, certifications, breach notice, exit, meeting bots and integrations.…
AI meeting notes and professional indemnity: help or hurt?
An AI meeting note that someone has read, corrected and signed off is one of the strongest file notes an accounting firm can hold, while one nobody reviewed can undermine a defence to a negligent advice claim. This…
Vibe coding your first app: a practical guide for accountants
We built a Xero file-readiness dashboard in Lovable in an afternoon. Here's how, the moment it confidently got the bank reconciliation wrong, and what it takes before your team relies on an AI-built app.
AI client onboarding for accounting firms: what to hand off
AI can take on most of the paperwork in onboarding a new client: the scope note, the document request, the completeness check and the welcome sequence. Identity checks, risk decisions and client acceptance stay with a…
ChatGPT prompts for bookkeepers: 15 for work the ledger can't do
Bank feeds and ledger rules already do the matching. These 15 prompts cover the work around the ledger that still eats a bookkeeper's week, with the data rules that apply before anything gets pasted in.
10 MCP servers accountants can connect to AI today
Ten MCP servers an accounting firm can connect to Claude, ChatGPT or another AI assistant as at September 2026, grouped by the job they do: ledger, practice data, proposals and billing, payments, CRM and the inbox. Each…
Your client connected Xero to AI. Now what?
More clients are connecting their Xero files to Claude, ChatGPT and home-built AI tools, and practitioners are split between "their data, their risk" and cleaning up the journals. The three kinds of connection and where…
Why your firm now needs an AI policy (even if you don't use AI)
As AI tools increasingly intersect with client information, firms must establish a clear AI policy to navigate compliance risks. The Tax Practitioners Board's guidance highlights that even firms not using AI need to…
How to assess a new AI model without losing a week to it
A major model now ships every few weeks and assessing each one properly is not sustainable without a fixed process. Six checks, run in about two hours, produce a decision rather than an opinion, and GPT-6 Astra is the…
AI can now drive your accounting software. Three things to fix
GPT-6 Astra, released on 3 September 2026, operates software through the interface instead of through an API, which puts every system in your firm in reach whether or not it has an integration. The capability is real,…
Vinyl passes 100,000 recorded hours as firms hand over the work after the meeting
A meeting notetaker for accountants passed 100,000 recorded hours in June 2026. What firms now hand over after the meeting: follow-up emails, notes filed to Karbon or FYI, missed service work.
What Anthropic's new AI watermark means for tax practitioners
Anthropic's introduction of a digital watermark for AI-generated content through Claude Sonnet 4.6 significantly impacts tax practitioners, enhancing the visibility of AI involvement in their work.
Turn client meeting conversations into draft proposals in one click
A beta integration turns a recorded client meeting into a draft Ignition proposal in one click, built from the firm’s own service library and pricing. How it works and how it is rolling out.
Why I built our AI systems in-house instead of buying them
The decision to build AI systems in-house rather than purchasing them has proven invaluable for my Brisbane firm. By developing our own solutions, we retain ownership of critical context, leading to enhanced operational…
The AI clause every Australian engagement letter needs
Australian firms must now include an AI clause in their engagement letters to comply with the Tax Practitioners Board's latest guidance.
The £24,000 opportunity hiding in one client meeting
In every client meeting lies an untapped advisory opportunity, as illustrated by a £24,000 chance discovered in a simple conversation. By focusing on key signals such as client goals, pain points, and emotional cues,…
How I built a tax intake tool in forty minutes with eleven prompts
In just forty minutes, the author transformed a complex tax intake tool into an efficient app using Lovable, demonstrating how practice owners can quickly develop their own workflows with just eleven prompts.
How to scope an AI project so it actually ships
Successfully scoping an AI project requires clarity in problem definition and realistic expectations in project scope. Many AI initiatives fail not due to inadequate models, but from unclear objectives and overly…
AI is now a Code obligation for every tax practitioner
The Tax Practitioners Board's recent guidance mandates that tax practitioners must uphold their Code of Professional Conduct when using AI tools, ensuring accountability for outputs and maintaining confidentiality.
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