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AuditorsDesk AI usage guidelines

Last updated: 11 Aug, 2026

These AI Usage Guidelines govern your use of AI-powered features available through AuditorsDesk. By using these features, you agree to use them responsibly and in accordance with these Guidelines, our Terms of Use, and applicable laws and regulations.

1. Use AI responsibly

You must not use AuditorsDesk AI features to:

  • Generate or submit fraudulent, misleading, or deceptive information.

  • Create or manipulate audit evidence or supporting documents with the intent to mislead.

  • Falsify financial information, audit documentation, conclusions, or working papers.

  • Circumvent audit, accounting, regulatory, or professional requirements.

  • Generate content that is unlawful, abusive, discriminatory, or harmful.

  • Attempt to interfere with, compromise, or misuse the AuditorsDesk platform or its AI systems.

  • Use automated scripts or other unauthorized methods to access or operate AI features.

2. Respect confidentiality and third-party rights

You are responsible for ensuring that you have the necessary rights and permissions to upload information, documents, images, financial data, audit evidence, and other materials to AuditorsDesk.

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You must not upload or use information in a manner that violates:

  • Client confidentiality obligations

  • Privacy or data protection laws

  • Copyright, trademark, or other intellectual property rights

  • Contractual or professional obligations

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You are responsible for obtaining any required client or third-party permissions before using their information with AI features.

3. AI-assisted audit work requires professional judgment

6. Client and sensitive information

7. AI-generated audit evidence

8. Your responsibility

4. Do not treat AI output as professional advice

AuditorsDesk AI features are designed to assist professionals, not replace professional judgment.

AI-generated results, classifications, mappings, recommendations, summaries, analytics, and other outputs may contain errors or omissions.

You are responsible for:

  • Reviewing AI-generated outputs.

  • Validating results against the underlying evidence.

  • Applying appropriate professional judgment.

  • Making the final audit or accounting decision.

  • Ensuring that work complies with applicable professional standards and regulations.

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Do not rely on AI output without appropriate review and validation.

5. Accuracy and limitations

AI-generated outputs are provided to assist your work and do not constitute legal, accounting, auditing, tax, financial, or other professional advice.

Use of AuditorsDesk AI does not replace the responsibilities of the engagement team or other qualified professionals.

AI-generated outputs may be inaccurate, incomplete, outdated, or unsuitable for a particular engagement.

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This may include, but is not limited to:

  • Document interpretation

  • Account or transaction classification

  • Sample analysis

  • Data mapping

  • Risk identification

  • Analytical observations

  • Financial statement preparation

  • Suggested audit procedures

  • Summaries and explanations

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You should independently verify important outputs before incorporating them into audit documentation or relying on them for decision-making.

Only upload information that you are authorized to process through AuditorsDesk.

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You should exercise appropriate care when handling:

  • Personal information

  • Client-confidential information

  • Financial information

  • Tax information

  • Credentials and authentication information

  • Government identification information

  • Other sensitive or regulated information

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AuditorsDesk features may be designed to process business and audit information, but users remain responsible for ensuring that their use complies with applicable confidentiality, privacy, and data protection requirements.

AI-generated content must not be represented as original source evidence when it is not.

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AI may assist with tasks such as document mapping, extraction, classification, analysis, summarization, and preparation, but users must ensure that the underlying source evidence is available and appropriately reviewed where required.

You remain responsible for the information you provide to AuditorsDesk and for decisions made based on AI-generated outputs.

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Where AI is used in an audit workflow, the engagement team should maintain appropriate documentation of its review and validation in accordance with applicable professional requirements and firm policies.

9. Changes to these guidelines

We may update these AI Usage Guidelines from time to time to reflect changes to our AI features, applicable requirements, or our practices.

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The updated version will be published on this page with the revised “Last updated” date.

These AI Usage Guidelines govern your use of AI-powered features available through AuditorsDesk. By using these features, you agree to use them responsibly and in accordance with these Guidelines, our Terms of Use, and applicable laws and regulations.

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