Unlock practical AI use cases that can be reliably reproduced and taught firm-wide using the AI tool your firm already pays for.
TORONTO, September 24, 2026 — AuditDashboard, the Client Experience Platform, today launched its AI Connectors, which let accounting firms connect Claude, ChatGPT, or Microsoft Copilot directly to their engagements, so agents can flag missing, incorrect, or inconsistent evidence, follow up with clients, and use PBC files while drafting working papers.
AuditDashboard’s AI Connectors, built on the Model Context Protocol (MCP), an open standard for securely connecting AI models to software, let firms’ AI agents read from and write to their AuditDashboard engagements.
Some examples of what users are doing with their AI tool of choice, with the AuditDashboard connection enabled, include:
Artificial intelligence has quickly earned its spot in an accounting firm’s technology stack, yet many AI products in the accounting profession are built on the same models that firms already license directly or access through Microsoft Copilot.
"Firms don’t want another AI tool," said Dave Mundy, Founder & CEO of AuditDashboard. "What they want is a secure AI connection to the tool they already use. Most accounting firms are focused on harnessing the power of Claude, ChatGPT, and Microsoft Copilot, so we built AuditDashboard’s AI Connectors to point to the actual engagement and PBC data. That’s the difference between an AI experiment and a connected AI workflow."
The landscape is changing rapidly, and expensive AI wrappers can add cost without adding capability as well as create unnecessary dependencies on a single vendor. Because MCP is an open standard, the same AuditDashboard connection works across multiple platforms and is designed to work with whatever compatible tools firms decide to use next.
Built on the permissions firms already trust
The AI Connectors are built on AuditDashboard’s role-based architecture. Users sign in via OAuth with their existing AuditDashboard credentials, and agents can only see and do what their role already allows. This control is enhanced by an AI client’s fine-grained permissions, which specify what agents can read, write, and execute. AuditDashboard does not use firm data to train AI models. How the AI handles data is governed by the firm’s agreement with its AI provider. Every action is logged in the audit trail and visible in engagement activity feeds.
"Getting started is easy, because firms are enabling the connectors in AI tools that their IT teams have already approved," said Mundy. "User roles and permissions don’t change. The AI can’t see anything you can’t see. The auditor still owns the judgment, review, and quality of the work."
Why this matters to accounting firms
First, it improves the quality of the output. An AI model working from manually exported files has limited context. An AI model connected to the engagement can work with the request list, statuses, history, and PBC files as they currently stand, improving the quality of everything it drafts.
Second, it helps firms maximize return on their AI investments by enabling teams to move beyond general-purpose prompting and build repeatable use cases around real jobs to be done. Practical use cases can be realized when AI is connected to where the work is happening, rather than treating it as a separate destination.
Third, it protects the firm’s flexibility. The AI landscape is changing quickly. An open, standardized connection to engagement and PBC data enables firms to adopt better models as they emerge without rebuilding their entire technology stack or renegotiating with a vendor that controls the connection.
More information
AuditDashboard’s AI Connectors are immediately available for customers. For more information, visit auditdashboard.com/mcp-ai-connector or request a demo.
About AuditDashboard
AuditDashboard is the Client Experience Platform for CPA firms, helping firms and their clients collaborate before, during, and after an engagement. From engagement scheduling and PBC requests to secure file sharing, e-signatures, and MCP connections with firms’ preferred AI tools, AuditDashboard gives firms a connected way to manage the client experience while improving efficiency, visibility, and accountability.
Media Contact
Danielle Tobin
Director of Growth Marketing
danielle@auditdashboard.com
AuditDashboard is a trademark of Audit Dashboard Inc. Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Microsoft and Copilot are trademarks of the Microsoft group of companies. AuditDashboard is not affiliated with, sponsored by, or endorsed by Anthropic, OpenAI, or Microsoft.
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