REPORT

Transforming Accounting Firms
with Microsoft Copilot:

Mitigating Risks and Maximising Benefits

 Microsoft Copilot, an advanced AI toolset, promises to augment existing resources to transform how accountants use and interact with their IT systems—freeing up more time than ever for value-added activities. However, like any technology, Copilot comes with risks that must be carefully managed.

This report looks at the primary use cases for AI in accounting, delves into the risks associated with AI, and gives a detailed roadmap for implementing Microsoft Copilot within accounting firms, ensuring risks are managed while reaping the rewards ofimproved efficiency and user experience.