💼 Skilly Work · Accounting and business advisory

Your people already use AI. Can you show how well?

AI is in audit, tax and advisory work every day, much of it through tools nobody formally approved. Skilly Work gives you the picture of where it is being used and how well, and turns it into evidence you can produce.

The starting point

Where AI already sits in your work

Audit and assurance

Drafting workpapers, summarising evidence, first-pass analytical review. The tool produces something plausible and someone has to decide whether it stands up.

Tax and advisory

Research, first drafts of advice, client correspondence. Speed here is real, and so is the risk of an answer that reads well and is wrong.

The tools nobody approved

Personal accounts, free tiers, a browser extension a team found useful. People will describe these in a reflective exercise and never in an audit.

The duty

What actually binds you today

We would rather be precise than alarmist. The duties that bind you now are mostly the ones you already carry, not new AI-specific ones.

Professional competence and due care

Your duty to perform work competently applies to AI-assisted work exactly as to any other. Responsibility for the output stays with the firm, whatever produced it.

Client confidentiality

What may be entered into a tool, and which tools may hold it, is a confidentiality question before it is a technology one.

GDPR

The moment client personal data enters a tool that may retain it, your controller obligations are engaged.

And the EU AI Act, stated precisely

Under the EU AI Act the duty sits with the organisation deploying AI, not the vendor supplying it. The Digital Omnibus (Regulation (EU) 2026/1744, in force 27 July 2026) rewrote the AI-literacy duty from a duty to ensure literacy into a duty to take measures supporting it, and it carries no standalone fine, though market surveillance authorities have supervised it since 2 August 2026. The Act's sharper duty, the competence of the people exercising human oversight, was deferred to 2 December 2027 and bites where AI is used in a high-risk role. It applies per person, which is the argument for starting now rather than then: a record of judgement counts because it accrues, and it cannot be assembled retrospectively.

Position as at 6 September 2026. This is not legal advice, and a firm evaluating Skilly Work will form its own regulatory view.

The record

What a quarter of it shows you

Your people spend about fifteen minutes a quarter reflecting on real moments of AI use. Each reflection is scored against five observable habits, and the result is a record per person and per team rather than a survey.

Where AI is in use

Which tools, which teams, which kinds of work, including the unofficial ones, tagged against your own AI system register.

Where the risk sits

Client data entering public tools, AI-drafted work moving without review, undisclosed use, and over-reliance building where nobody can see it. A live risk goes to a named person.

The trainee pipeline

A trainee who arrives with AI in hand reviews work they would once have produced themselves. The Practise habit asks directly which skills AI is taking over and when someone last did a core task unaided, tuned to role seniority and trended by team.

What is working

The teams and individuals getting real value, and the specific practice worth standardising across the firm. Most firms have no visibility of this half at all.

Where this stops. Skilly Work evidences how your people use AI. It is not an audit methodology, a quality-control system or a substitute for your own review procedures. It is also not monitoring software: nothing reads anyone’s screen or files, and the input is a person’s own account of their own work, which is the only reason it is honest.

Start with one team, one quarter

A structured pilot in one team hands you a real evidence pack at the end of it. Try the interactive demo now with no sign-up, or talk to us about shaping a pilot.

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