Where AI fits
Review before client use
Check that the insight agrees with the underlying period, comparative, nominal detail and known client events. A plausible explanation is not enough if the source numbers do not support it.
Use AI to find questions
AI is particularly useful for surfacing unusual movements, missing context and areas that deserve a human question. Treat these as prompts for review rather than automatic accounting conclusions.
Client data and privacy
Use only the Balansix workflows and permissions provided for client data. Do not paste client secrets into unrelated public AI services as a shortcut around the controlled platform.
Approve the final communication
The accountant should approve the wording and relevance before an insight becomes client communication or advice. Adjust generic language so it reflects the actual client and reporting period.