Attaché Evo: Contact Us

Attaché Evo Plans

AI is a game changer, and it’s coming to Attaché in 2025! With Attaché Evo, you control a more powerful, intuitive, and intelligent version of your software, opening up a host of powerful capabilities.

Compare Attaché Evo plans Talk to an Attaché specialist

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.

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Attaché Evo: Make quicker, informed decisions

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Attaché Evo: Greater visibility over your team leave

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Attaché Evo: Seamless mobile-friendly leave requests

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Attaché Evo: Detailed insights for Sales Reps

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Attaché Evo: Instant mobile access for Sales Reps

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Attaché Evo: Visibility over your team leave on desktop

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Attaché Evo: Seamless leave requests from your desktop

Features:

Our base Evo plan Attaché Evo Base

Best Value! Attaché Evo Standard

All apps & tools included Attaché Evo Advanced

Advanced Data Engine

Copilot AI

Feeds

CX

Digital Assistant

Mobile

Single Sign-On (applies to Cloud and Online applications)

Access Engage

Access Engage Lite

Access Advanced Analytics

Access Analytics

Access Applause + Rewards

Access Applause

Access Learning Lite

Access Collaborate

Learn more about Attaché Evo apps & connectivity tools

Copilot AI

An intuitive chat-based interface to your underlying products, powered by Microsoft Open AI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant delivering what you need while you work.

Copilot AI includes:

Document skill: Store any business documents in Collaborate to help users find the answers they are their looking for in minutes with AI capabilities in a secure way. This could include policies – like leave or expense policies, onboarding materials, employee handbooks, product catalogues or any other documents that your people need to reference and often struggle to find can now be simply queried via copilot.
Analytics skill: Analytics dashboards and data-views are provided across the breadth of your Attaché data including customers, suppliers, sales, purchases, products, payroll and general ledger. Copilot can use this data to answer questions quickly to speed up decision making and ensure data is available on the move without having to even open up a dashboard.
Express Leave skill: Allow managers and employees to quickly access key details around staff leave including who is currently on leave, leave balances, leave polices, outstanding approvals and even assist in creating leave requests from anywhere including the mobile app.
Ask Access skill: Users are able to access CSP (Customer Success Platform) data via deep links and get information from copilot so that they can see support cases, invoices and other key information which will make their interactions with Access a much smoother process.

CopilotAI is available with Attaché Evo Standard and Advanced.

Talk to an Attaché Evo specialist

Feeds

Experience intelligent alerts and notifications tailored specifically to your needs across all Access products. Feeds generates a prioritised to-do list, ensuring you stay on top of all essential tasks that require your attention.

With Attaché Evo Standard, you can access a variety of feed items, including:

Employee Notifications: Receive alerts when payslips are available, complete with a quick link for seamless access.
STP Administrator Alerts: Stay informed with notifications for unsubmitted STP batches or errors, helping you maintain compliance effortlessly.
Express Leave Updates: Get real-time notifications for leave approvals, timesheet approvals, and the ability to approve leave directly from the feed.
Engagement Alerts: Be notified when Applause shouts are received, Learning Lite courses are assigned or due, Collaborate tasks are allocated, and much more.

Stay organised and ensure nothing important slips through the cracks with our comprehensive Feeds feature.

Feeds is available with Attaché Evo Standard and Advanced.

Talk to an Attaché Evo Specialist

Advanced Data Engine

Unlock the full potential with Reporting and Analytics capability that enables connection to 3rd party applications and external data sources including databases and spreadsheets to build out your own Reporting, Dashboards and Insights.

Any 3rd party data connected to the environment is then enabled with copilot, meaning you can use the Analytics Skill to ask questions of data that has come from 3rd party systems.

Advanced Data Engine is available with Attaché Evo Advanced.

Talk to an Attaché Evo specialist

CX

Engage with Access. A menu item in Evo where you will have links to our Customer Success Portal, FlexPoints, Bills and Invoices, and Technical Support. Provide us with feedback and more. It consolidates lots of independent web pages you may need to navigate in one place. With Copilot skill you can also ask questions. – this is coming soon to Evo.

CX is available with Attaché Evo Standard and Advanced.

Talk to an Attaché Evo specialist

Mobile

Evo in your pocket, all of the applications can be accessed on a mobile phone, including Copilot and Feeds meaning you can ask questions of data while on the go.

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

Mobile is available with all Attaché Evo plans.

Talk to an Attaché Evo Specialist

Single Sign-On

With the latest release of Attaché Evo, we've listened to your feedback and made it easier than ever to manage payroll and leave. Now you and your team can access everything with a single, secure login!

Here's what that means for you:

Save time: No more wasted minutes searching for logins.
Reduce errors: One login means less confusion and fewer mistakes.
Improve employee satisfaction: Give your team a seamless, hassle-free experience they'll love and get back admin time.

Single Sign-On is available with all Attaché Evo plans.

Talk to an Attaché Evo specialist

Engage Lite

Our employee engagement platform, Access Engage, is designed to drive employee engagement for organisations of all sizes, industries and complexities.

Our employee engagement software helps attract, retain and engage talented teams while delivering an exceptional employee experience

Engage Lite is available with Attaché Evo Base.

Engage

Designed for broader communication and engagement within the organization. Create article and events that resonate with all employees, ensuring everyone stays informed and connected.to share and engage all employees, With the ability to tag @all, you can easily reach the entire team, while the platform's community management features allow employees to form connections and cultivate a sense of belonging. By facilitating open dialogue and collaboration, Access Engage helps to create a workplace culture where every voice is valued and engaged.

Engage is available with Attaché Evo Standard and Advanced.

To learn more about the differences between Engage Lite and Engage view this page.

Talk to an Attaché Evo specialist

Analytics

Get practice insights at your fingertips with our powerful and flexible analytics tool that pulls data from your Access software.

Analytics (standard)

(An initial configuration is required to access Attaché data). The following are the initial pre-configured analytics provided for Attaché:

19 shared views across Customers, Suppliers, General Ledger, Products & Payroll.
142 insights.
25 Dashboards.

Analytics (Standard) is available with all Attaché Evo plans.

Advanced Analytics

All the features of standard Analytics plus;

View, build and publish insights and dashboards to track performance.
Previously siloed data can now be easily brought together, into a combined view, for deeper insight.
Business insights at your fingertips with a powerful and flexible analytics tool that pulls data from your connected Access software and 3rd parties.

Advanced Analytics is only available with Attaché Evo Advanced.

Talk to an Attaché Evo specialist

Collaborate

Engage and reach your entire team with Collaborate

Connect your team with our powerful collaboration tool. Perfect for document sharing and task management.

Set up sites for sharing and manage access to content.
Simplify communication across your organisation to improve employee experience and retention.

Collaborate is available with all Attaché Evo plans.

Talk to an Attaché Evo specialist

Learning Lite

Provide impactful learning experiences with Learning Lite. Helping your organisation meet compliance while helping your employees become the best they can be.

An online learning platform for employees and comes with a number of pre-installed and useful courses. Included for Attaché users:

Includes 10 standard courses - Train employees on vital issues such as wellbeing, internet security or remote working.
All your Evo product training

Learning Lite is available with all Attaché Evo Plans.

Talk to an Attaché Evo specialist

Applause

Our employee recognition tool encourages peer to peer recognition and employment engagement.

Applause

Giving 'shouts' to acknowledge a colleague's effort.

Applause is available with Attaché Evo Base and Standard.

Applause + Rewards

Giving 'shouts' to acknowledge a colleague's effort.

Set up financial and non-financial rewards for your employees.

Applause + Rewards is available with Attaché Evo Advanced.

Talk to an Attaché Evo specialist

Digital Assistant

From within Evo users can launch into online help and support.

Digital Assistant is available with all Attaché Evo plans.

Talk to an Attaché Evo specialist

Attaché Evo FAQs

What is Attaché Evo and what are its key benefits?

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.

Attaché Evo can connect to your business data, providing AI capabilities and insights, with access to additional apps to help you run your business. Some of Attaché Evo's benefits include;

Motivate, connect and align colleagues, to get everyone growing in the same direction with employee recognition and engagement apps.
Store and collaborate on documents internally and find information you’re looking for in seconds.
Copilot AI - An intuitive chat-based interface to your underlying products, powered by Microsoft Open AI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant delivering what you need while you work.
Copilot AI includes:
- Document skill: Store any business documents in Collaborate to help users find the answers they are their looking for in minutes with AI capabilities in a secure way. This could include policies – like leave or expense policies, onboarding materials, employee handbooks, product catalogues or any other documents that your people need to reference and often struggle to find can now be simply queried via copilot.
- Analytics skill: Analytics dashboards and data-views are provided across the breadth of your Attaché data including customers, suppliers, sales, purchases, products, payroll and general ledger. Copilot can use this data to answer questions quickly to speed up decision making and ensure data is available on the move without having to even open up a dashboard.
- Express Leave skill: Allow managers and employees to quickly access key details around staff leave including who is currently on leave, leave balances, leave polices, outstanding approvals and even assist in creating leave requests from anywhere including the mobile app.
- Ask Access skill: Users are able to access CSP (Customer Success Platform) data via deep links and get information from copilot so that they can see support cases, invoices and other key information which will make their interactions with Access a much smoother process.

Does Access Evo functionality cost more and how can you justify the additional cost?

The cost of this new technology is high, and using AI is expensive. However, we are investing on behalf of our customers to bring new value and evolve the software experience for our customers’ benefit. We anticipate that some of the features will incur a modest additional cost.

Through the scale of our investment, we’ll keep the cost to our customers to a minimum. The value delivered in terms of the users’ ability to make productivity gains will far outweigh the increase in cost.

How does Access safeguard customer data with Access Evo?

Data security is paramount, regardless of the technology used. All our technology will never compromise data security and we are offering the use of AI at three security levels:

Our use of AI remains within a private secure environment, no customer data is used in OpenAI systems
User role-specific AI – the technology can only access data based on existing software permissions and controls
Each individual’s use of our GenAI capabilities remains personally confidential.

You can learn more about how The Access Group manages and implements security measures with our AI and security first document.

Will Access Evo features keep my information confidential and what happens to the information I upload?

It’s at an entirely individual level, and nobody can see what a user has asked for or what systems they use. However, to allow us to check the security against permissions and controls is in place, we will run random testing, but that will be confidential and unattributed to individuals. In addition we will run queries past an automated checking system to ensure the use of AI is legal and appropriate to prevent misuse by any user.

Information that you might upload stays within the secure environment and won’t leave the Access infrastructure. No one outside of Access or your organisation will see the prompts, queries or information. We keep each customer’s information independently confidential and secure, unlike open ChatGPT, where any information you input or ask it to reformat will be used by open AI services to inform their future models and will therefore be available to others to view. You need to use a secure system like Access Copilot to protect yourself and prevent your information from being available to the wider internet.