Hi {{firstname|everyone}},
AI has become the new normal in accounting.
But giving generative AI to an offshore team without guardrails? That’s a big risk.
I’ve seen well-meaning teams using ChatGPT or Copilot for “quick summaries” or “reply drafts”... only to blur the lines between automation and accountability. Before you know, everyone’s firefighting the fallout.
The real issue here is AI being used without proper training or oversight.
If you’re building a global team, the question is simple: can your offshore staff use AI safely, smartly, and in line with your brand and compliance standards?
Here's how to make responsible usage part of your firm’s foundation.
AI Literacy Must Be Trained, Not Assumed
Most offshore teams are quick to explore new tools. But when it comes to generative AI, curiosity without context is dangerous.
We see teams feeding in full client emails for “rephrasing” or using AI to interpret financial data without really understanding how the model is generating responses.
The result? Mistakes that feel small at first but can quickly snowball into regulatory risks or lost client trust.
💡 Only 12% of accounting firms have workflows that are truly automated across departments without manual oversight. That shows how early we still are in building maturity around AI usage.
That’s why every firm going global needs to build structured AI onboarding and ongoing training, especially for offshore staff. Not a one-off demo. Real training that covers:
The difference between generative and deterministic AI
Common hallucination risks and how to spot them
Industry-specific edge cases where AI isn’t reliable (e.g., tax law, clinical financials)
Critical thinking frameworks: don't just accept the output — interrogate it
More than know-how, it’s about exposure. Most team members simply haven’t been trained on how these models work, what their limitations are, or when not to rely on them.
Guardrails Matter More Than the Tool Itself
Giving your offshore team access to AI tools without a process is like giving someone a Formula One car without a license.
💡 To put that in context, 62% of data breaches in professional services in 2023 involved third-party vendors or external teams.
That’s why it's not enough to say “use ChatGPT for client emails”. That’s a recipe for inconsistency, inaccuracy, and data leakage.
What you need instead is structured workflows with built-in safeguards.
Here’s what good AI guardrails look like:
Pre-approved prompt libraries tailored to each role (e.g., support, bookkeeping, onboarding)
Clear red lines: no client data in public models, no sensitive financials in generic summaries
Mandatory human review checkpoints before anything AI-generated gets sent externally
Access control since not everyone needs access to every AI tool
Most importantly, these protocols should be documented and not just implied. Offshore teams often want to “get it right” but lack clear guidance. Give them that clarity.
Because at the end of the day, AI is only as responsible as the system it's placed in.
Governance Is a Muscle, Not a One-Time Policy
AI usage evolves fast and so must your oversight.
What we’ve learned at Samera is that governance around AI isn’t a tech job. It’s a leadership habit. And the firms that get this right aren’t the most advanced, but the ones who stay consistent.
💡 Firms with structured AI training programs for offshore teams see 47% higher efficiency in routine tasks.
Here’s what that looks like:
Quarterly audits of how AI tools are being used by offshore teams (spot-check emails, summaries, internal notes)
A living policy document that gets updated with every platform shift, new tool adoption, or case of misuse
Peer-led forums or Slack channels where team members can openly ask “Can I use AI here?” without fear of being wrong
Feedback loops which encourage team members to flag AI blind spots or risks they notice in day-to-day use
All these efforts ensure your offshore team becomes AI fluent and not just AI enabled.
👇 Here’s How We’re Solving It at Samera
At Samera, we’re actively training our India-based team to use AI in ways that are safe, compliant, and useful.
This ranges from internal SOPs to prompt libraries, to weekly reviews of how AI is being used across roles.
And soon, with Samera AI, we’re embedding smart, role-specific tools directly into our workflows, giving our team guardrails by default, not by chance.
Want a sneak peek into the future of offshore + AI?
🎟️ Join us at the Samera Going Global Summit in Mumbai.
We’re giving a limited-time ₹5,000 discount on tickets.
Cheers,
Arun