Industry - Accountancy

Public AI tools are already giving your clients financial advice, and practices are absorbing the cost of correcting it.

Two things close it: a governed tool for staff, and a client-facing route that keeps the adviser in the loop.

Your clients are already using AI to do your job. The question is what happens when it gets it wrong.

“Our clients are turning to ChatGPT for tax and financial advice before they call us.”
Half of UK accountants and bookkeepers already know of clients suffering direct financial losses, overpayments, missed allowances, fines, from relying on AI-generated advice instead of professional guidance.
“When it goes wrong, we're the ones who have to fix it and explain it to HMRC.”
A third of practitioners believe this trend will lead to real business failures, and over a third expect a rise in HMRC scrutiny and statutory penalties as a direct result.
“Our own staff are already using free ChatGPT on client data, and we've no way to see it.”
Adoption is already universal, most accounting professionals use AI daily, but only a fraction of firms have an approved, governed tool in place.
“Every time legislation changes, we remodel the impact by hand, for every client.”
The last NI threshold change meant days of manual rework across the client bank, repeated every time the rules move.
“We're spending hours a week just fixing mistakes AI already caused.”
Two in five practitioners report spending four to ten hours weekly cleaning up after AI-generated errors, before they've even started their own AI-assisted work.

You're already fighting AI's mistakes. Let's make it work for you instead.

50%

of UK accountants and bookkeepers know of clients who have suffered direct financial losses from relying on AI-generated tax and financial advice.

Dext survey of 500 UK accountants and bookkeepers, December 2025

ClearVault
A private AI layer that never leaves your practice's control. Isolated workspaces per service line, tax, audit, payroll, advisory, built on a shared knowledge layer, so staff get the productivity of AI without client data ever touching a public model.
Agents
A legislation impact agent models the effect of a rule change, like the NI threshold, across your entire client bank in minutes instead of days. An advisory drafting agent works from your own house style and precedents.
Client AI Portal
A secure portal where clients log in to ask questions about their own accounts, tax position, or financial data, and upload documents for context. Answers are grounded in their real figures, not generic advice from a public chatbot with no visibility into their business. Every conversation stays visible to the account manager handling that client, so they can sense-check answers, step in where needed, and see exactly what is being asked. Built-in prompts nudge clients toward booking a call with their adviser, rather than treating the portal as a replacement for the relationship.