Cut the chasing from year-end review: your AI on accounts and workpapers, live
See Claude or Copilot work through real year-end queries on live workpapers. 60 minutes, including Q&A.
Watch Andy and Michael work through real year-end queries on live workpapers, including the full Q&A.
Year-end review is where the hours go
Open queries, cross-checks, partner briefings. Many firms already use AI for drafting, but it cannot see the client files where the work happens. In 60 minutes you will see what changes when it can.
- Open client queries rounded up and chased, and what stays with your people
- How the assistant pulls up everything on a client before a meeting, without anyone opening ten files
- How “bring your own AI” works with Claude and Microsoft 365 Copilot
- What the AI can and cannot see: read-only by default, limited to the signed-in user’s access
- What it takes to switch on in your firm (now in preview)
Who it is for
This session is for practice owners, audit and accounts managers and technology leads at UK accounting firms who want to know what AI can do on real client work, and what stays with their people.
- A clear view of where AI fits in your year-end process, and where it doesn’t
- The questions to ask before AI goes near client files: what it can see, what it can change and who signs off
- A realistic picture of what it takes to switch it on in a firm like yours
- Your own questions answered live by Andy and Michael
- The replay, to share with partners and colleagues who couldn’t be there
Your hosts
Andy leads Active’s UK business and has been a consistent advocate for practical, safe AI in accounts and workpapers, insisting that every use case starts from a job a firm already does. He explains, in plain English, what AI can and can’t do on client work, and where a qualified person stays in charge.
Michael is the person firms ask to show them how it works. He builds the live demos on real accounts and workpaper data, and answers the hard questions about what the AI can see and do. He explains the technology behind it without jargon, so a practice can see what is being connected, what the AI can access and what it can’t.
See it on your own client data
Michael will walk you through how it works in a firm like yours.
Active is a cloud-based platform that streamlines workpapers, accounts, and tax with seamless integrations, automation, and standardised workflows.
