Safely Use AI By Choosing AI Built By an Accountant, For Accountants

Drew Pflaum

October 7, 2025

3 min read

Before co-founding SavvyWise, Drew Pflaum was a director at a leading Perth accounting firm. He saw the immense potential of AI but, like many in the profession, he was waiting for a solution that truly understood the requirements of an accounting firm. He grew tired of waiting.

This series about the Safe Use of AI by Australian Accounting Firms has explored the serious compliance risks of uncontrolled 'Shadow AI' and the essential policy components needed to create a safety net. This final piece of the puzzle is choosing the right technology. Your policy is only effective if you can provide your team with an approved tool that is not only safe but also powerful enough to meet their needs.

A Platform Built on Trust and Security

The primary risk identified in Part 1 was the danger of exposing confidential client data to public AI models. That's why SavvyWise was built with a foundational promise to eliminate this risk.

Our system was designed with a core, unwavering principle: we will never use your inputs or your clients' information to train AI models. This automatic protection of client-sensitive data means your firm is safeguarded from the primary danger of public free AI, even in cases of human error. It is the secure, approved tool that your AI policy demands.

From Risk Mitigation to Productivity Gains

A secure platform is essential, but it must also deliver a clear return on investment. We calculated that SavvyWise only needs to save an accountant six minutes a day to be a net positive for your firm.

How is this achieved? By focusing on the real-world tasks of accountants. One user told us: "This has already saved me a lot of time compared to Google or ATO searching."

Our AI-assistant templates are a perfect example. The Tax Research Prompt Generator helps junior staff ask more precise questions, saving valuable director and manager time. Our Remission Request Generator allows the first draft to be prepared by admin assistants, freeing up accountants for higher-value work.

The Power of a Curated Knowledge Base

Generic AI tools search the internet, leading to low quality answers and citations. SavvyWise is different.

It performs research using a curated and continuously updated knowledge base of authoritative Australian sources, including the ATO legal database, legislation, court cases, expert commentary and more. This means you get relevant, referenced starting points for your research, without the noise from unreliable public sources.

Best of all, SavvyWise is designed for the way firms work, offering unlimited user accounts at no extra charge with the additional use-case of using it for general purpose AI tasks such as help with writing emails, Excel formulas and preparation for meetings.

SavvyWise is an AI built to encourage firm-wide adoption and eliminate Shadow AI for good.

Join the Firms Already Benefitting

In just the first three weeks of our beta launch, over 40 accountants have already signed up to SavvyWise. They are discovering the advantage of using a platform built by an accountant who has faced the same challenges they do.

It’s time to move beyond the risks and embrace the strategic advantage of AI with a partner you can trust.