Attaché Evo:

Attaché Evo

Access Evo is the biggest technology investment in our history. It is a technology platform that will become a part of every Access product, producing a unique AI driven software experience for all of our customers. Read on to learn what it means for Attaché users.

Talk to a specialist

01 07

Access Attaché Evo: Greater visibility over your team leave

02 07

Access Attaché Evo: Seamless mobile-friendly leave requests

03 07

Access Attaché Evo: Detailed insights for Sales Reps

04 07

Access Attaché Evo: Instant mobile access for Sales Reps

05 07

Access Attaché Evo: Visibility over your team leave on desktop

06 07

Access Attaché Evo: Seamless leave requests from your desktop

07 07

Access Attaché Evo: Make quicker, informed decisions

How will Attaché Evo help you do your job?

Business Owner

Access Attaché Evo empowers business owners with instant insights and time-saving tools, enabling them to focus on growth. Whether approving leave requests on the go, getting instant supplier payment details, or accessing real-time sales data, Attaché Evo ensures smooth operations from anywhere. No more logging into multiple systems—Copilot provides answers in seconds, helping business owners stay in control and ahead of the game.

Employee

Employees enjoy a seamless, mobile-friendly experience with Attaché Evo. Leave requests are simple to submit, with quick feedback from managers. They can also trust that information, such as stock levels and pricing, is accessible to ensure their customer interactions are efficient and accurate. Attaché Evo makes every task faster and more intuitive for employees on the frontlines.

Accounts Officer

Gone are the days of spending hours generating sales reports or running payment queries. With Attaché Evo, accounts officers can save 2-3 hours per week and avoid constant interruptions. Copilot answers payment and sales-related questions instantly, freeing up accounts teams to focus on higher-value tasks that drive the business forward.

Payroll Officer

For payroll officers, managing leave balances and policies is now a breeze. Copilot delivers instant insights into employee leave schedules and policies, enabling quick decisions without logging into complex systems. Attaché Evo's AI simplifies and accelerates routine processes, reducing stress and saving time in payroll management.

Finance Manager

Finance managers can make quicker, informed decisions with Access Attaché Evo. Instant access to payment data ensures they know which suppliers need to be paid and when. Sales insights are available in seconds, supporting improved budgeting and forecasting. Attaché Evo eliminates bottlenecks, giving finance managers the flexibility to work smarter from anywhere.

Is Access Evo the same as Access Workspace?

For some time now we have been promoting the Access Workspace platform as an add on to Attaché to deliver enhanced capabilities, including powerful analytics. Access Attaché Evo is the evolution of Attaché and Access Workspace, incorporating AI features and functionality and an upgrade in the user experience of our software.

The extended capabilities of Attaché Evo include:

Copilot: An intuitive chat-based interface that is available in-product and on your mobile phone, powered by Microsoft OpenAI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant delivering what you need while you work. Everything from HR policies to financial queries and smart email suggestions can be done in an instant.
Feed: Intelligent alerts and notifications personalised to what is important for you and your role. Feed automatically manages your priorities to keep you focused on what matters most.
Mobile app: Access and query your Attaché data, from anywhere with the Access Evo mobile app. Each one of your team will now be able to access the information in Attaché to do their jobs more efficiently and effectively without needing to access the core software.

Download the mobile app now and experience the full Access Evo experience* (available on Apple and Android)

What will Attaché Evo do for you?

Leave management

Managing leave requests has never been easier. With Access Attaché Evo, the entire process is streamlined and mobile-friendly. Here's how it works:

Instant notifications: When an employee submits a leave request, their manager receives an instant notification directly on their mobile phone—no need to log onto a computer or disrupt ongoing work.
Quick access to insights: Managers can ask Copilot for key details such as other employees' leave schedules, the requesting employee's leave balance, and company leave policies.
Fast approvals: Managers can approve or reject leave requests directly from their mobile device, completing the task in seconds rather than the time-consuming process of the past.

Sales reports

Generating and accessing sales reports is now faster, more accurate, and always up to date.

Instant access: Sales teams on the road can now instantly access up-to-date sales history reports from their mobile phones, without waiting for accounts teams to generate and distribute them.
Detailed insights: Get answers to key questions in seconds, like “What did this customer buy last time?”, “How much of a product is in stock?”, or details on customer outstanding balances, pricing, and discounts.
Improved sales efficiency: With real-time, accurate data at their fingertips, sales reps can better serve customers, upsell effectively, and boost sales.
Freed-up finance teams: Accounts teams save 2-3 hours per week previously spent on generating and distributing reports, allowing them to focus on higher-value tasks and avoid constant interruptions.

Manage Payments

Managing supplier payments is now a seamless and fast process with Access Attaché Evo.

Instant queries: No need to log into the Attaché Server or run detailed reports. Simply ask Copilot via a browser or mobile app, “Which suppliers need to be paid this week?”
Quick results: Get the answer in just 20 seconds—far faster than the previous 2-3 minutes required to locate, filter, and run reports on a computer.

Employee Benefits

Attaché Evo means features and functionality once locked with your core software, become available to everyone in your business. With Attaché Evo, employees can:

Apply for leave and view pay slips all in one place with a single login, using Microsoft credentials for easy access and mobile notifications wherever they are.
Access up-to-date Attaché data needed for their role from anywhere, without relying on the finance team to run reports or grant access to the core finance system. These saves team members countless hours.
Take control of their own their personal HR journey, moving from locked personnel files to a system where the same information is readily available to employees and managers.
Access company policies or any other information they might need to complete their daily tasks seamlessly from the Access Evo app by simply asking the question rather than having to search for what they need or ask others.
Supports onboarding by making it quick and easy for employees to find the information they need when they need it.

What our customers are saying about Attaché Evo

“Having my sales reps able to query a customer sales history directly from their mobile phone before visiting that customer will save us a huge amount of time as currently, we are pulling reports, filtering, and manually sharing to the team which takes hours every week.”

Simon Newey - General Manager Ribtex International

"I started asking a few questions about who we have marked in suppliers for payment this Thursday. I could then go and run a report, but getting that information straight up inside the software makes it a lot easier.“

John Robinson - Corporate, Business and Development Manager Mookai Rosie

"I am both excited about the current possibilities of Access Evo as well as being incredibly curious as to the extent of the future possibilities"

Graeme Borthwick - General Manager Air Brake Systems

Attaché Evo is NOW available to all customers.

Speak to your account manager to experience EVO

*Full mobile app experience only available with Attaché Evo Standard. Speak to your Account Manager for options