David Leary · The Accounting Podcast · When Financial Reports Used to Be Cool & AI's Microwave Moment
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Created a dedicated login for an AI agent in Xero to run the month-end close, so its actions appear in the audit trail and it has no admin rights
“Web filtering to flag traffic to unapproved AI sites... AI gateway, which routes approved AI use through a single controlled point. So there's an actual audit trail of what's being requested and what data's involved.”
“In one of my recent audit committee meetings, we dedicated 40% of our time just to AI in internal and external audit.”
“‘agents that mine your Salesforce and take action in your Salesforce… no new surface… you’re working inside their records and you can just hit the ground running’”
“We are a Xero certified practice. We use Xero tax. We use Xero practice manager. Anything that speaks with Xero makes our life a lot easier.”
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