{"id":21455,"date":"2026-10-30T07:30:34","date_gmt":"2026-10-30T07:30:34","guid":{"rendered":"https:\/\/vmvision.it\/ai-applied-to-management-software\/"},"modified":"2026-11-03T07:40:48","modified_gmt":"2026-11-03T07:40:48","slug":"ai-applied-to-management-software","status":"publish","type":"post","link":"https:\/\/vmvision.it\/en\/ai-applied-to-management-software\/","title":{"rendered":"AI applied to management software"},"content":{"rendered":"
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AI applied to management software: key requirements, from data confidentiality to the quality of results.<\/strong><\/p>\n<\/div>

Technology is evolving; it is necessary to ensure data protection and minimize the risk of \u201challucinations.\u201d<\/strong><\/p>\n<\/div>

Source: NT+ Fisco \u2013 Il Sole 24 Ore<\/i><\/a>
\nEdited by Fabio Giordano, Comitato tecnico AssoSoftware.<\/em><\/p>\n

An increasing number of professionals are incorporating AI into their daily work\u2014often using it in very different, and sometimes highly original, ways. On social media, within online spaces dedicated to accountants and tax intermediaries, there are now numerous discussions where professionals share their experiences with AI and the benefits it offers in their line of work.<\/p>\n

Admittedly, many of the comments are banal and full of clich\u00e9s. But there are some interesting ones, too.<\/p>\n

The use of AI<\/strong><\/p>\n

Then there are the \u201csuper-technicians,\u201d who speak with ease about LLMs and model training, and who cite the most advanced and specialized versions of Claude, ChatGPT, Gemini, Copilot, and the like.<\/p>\n

Then there are the \u201chyper-operational\u201d types who try feeding financial statements into AI, seeking to delegate the preparation of client reports on business performance to the technology. Some even go as far as training models and creating agents capable of operating with complete autonomy. And then there are those who use it for \u201cpsychotherapeutic\u201d purposes. A few weeks ago, one professional mentioned in a post that they use AI to draft emails: they write down exactly what they are thinking, then ask the AI \u200b\u200bto rewrite it all in a more \u201cdiplomatic\u201d tone.<\/p>\n

All of these are fulfilling activities that are also useful in terms of professional growth. But what about the results?
\nWell, you have to be very careful about what you do, and above all about how you do it.<\/p>\n

The risks of using AI<\/strong><\/p>\n

The first issue concerns the confidentiality of the data fed into AI systems\u2014systems which, unless they are \u201cprivate\u201d (such as those integrated into management software or publishing solutions), effectively operate almost exclusively online in the public sphere, with data frequently ending up on servers located outside the EU.<\/p>\n

Even in the United States, the phenomenon of employees using external AI tools\u2014other than the one authorized by their company\u2014persists, seemingly unchecked, despite increasingly thorough training and the imposition of severe disciplinary measures, up to and including termination. This is particularly concerning given that only the company-authorized tool guarantees the confidentiality of corporate data.<\/p>\n

In this way, contract data, confidential documents, trade secrets, lists of clients and suppliers, and so on, are effectively \u201cgifted\u201d to AI developers\u2014who could then potentially resell them in some form. And that\u2019s not to mention employees who, in some cases, even delegate the management of their corporate email to AI.<\/p>\n

Why do they do it? Out of a lack of awareness, for the sake of convenience, or because they find their personal AI tools more comfortable to use than the ones provided by their company\u2014thereby saving time and effort. The trouble is that these AI systems store everything, and they do so \u201cforever.\u201d Consequently, that data becomes the property of major overseas tech companies. What is happening in Italy? Much the same thing\u2014though, fortunately, our digital literacy regarding AI still lags somewhat behind, which is why the damage reported so far has remained, all things considered, quite limited.<\/p>\n

The difference between AI and “old” algorithms<\/strong><\/p>\n

The second issue concerns the very functionality of AI, which\u2014as is well known\u2014operates based on probabilistic criteria; unlike traditional algorithms, it can provide vastly different responses to the exact same query. Consequently, using a general-purpose AI to analyze financial statements or draft the explanatory notes for an EU-compliant balance sheet offers no guarantees, and the results it produces must therefore be carefully verified. Unfortunately, the transition from the tried-and-true algorithm to more \u201cpowerful\u201d AI comes at the cost of the certainty that traditional computing has provided us with until now.<\/p>\n

Let us now try to draw some conclusions.<\/strong><\/p>\n

For a professional, given the current state of technology, delegating the processing of clients\u2019 accounting and tax data\u2014extracted from their management software\u2014to an AI via external solutions not endorsed by their own software provider is not an advisable approach, except in very specific cases and provided that the utmost precautions are taken.<\/p>\n

Moreover, this is a highly individualistic approach\u2014one that is eerily reminiscent of those 1990s scenarios where a professional, acting as an amateur systems analyst, would commission the development of their own management software from a trusted programmer, simply because they wanted it exactly as they had envisioned it.<\/p>\n

Only to find themselves in difficulty a few years later, when the complexity of tax declaration forms increased and their trusted programmer became increasingly hard to reach.<\/p>\n

AI in management software<\/strong><\/p>\n

On the other hand, although the software companies associated with AssoSoftware are working on it with great commitment, the application of AI to management software is still in its early stages; while its features are being progressively enhanced month by month, it is still far from full maturity. This does not represent a lag in the development of management software, but rather the need to manage this technological evolution in a proper and structured manner, taking into account:<\/p>\n