
Episode #15
Should Your Accountant Tell You When They Start Using AI?
Earlier this year, I emailed my clients to explain a new partnership between two platforms I use, Xero and Anthropic, the company behind an AI tool called Claude. I gave every client the choice to opt in, opt out, or have a chat if they weren't sure. Then someone questioned why I'd bothered, since accountants don't usually announce every software change. I'm always interested in other people's point of view so started thinking about their opinion and why I felt different when it comes to AI. I'm sharing: Why I chose to proactively tell clients about a new AI partnership, and gave them a real say in whether to use it. The pushback I got and why someone believed AI deserves no more transparency than any other software update. What actually makes AI fundamentally different from traditional software, in a way that affects your financial data. Why even the companies building AI can't fully explain how it reaches its answers. Why staying informed doesn't mean becoming an expert, it just means paying attention. Transparency isn't about being an AI expert. It's about giving people the choice to understand what's actually happening with their own information. Let's Connect: Website LinkedIn Instagram TikTok Be sure to check out: Ways to work with me Right Click Accounting Blackline Academy Useful Links: AAT Bookkeeper Community Call Diary Of A CEO with Daniel Kokotajlo

