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AI governance for
Accounting & bookkeeping.

Bring tool choices, client-data boundaries, numerical checks and staff rollout into an accountable working process.

Make AI use easier to manage.

  • Which client fields are permitted in a specifically reviewed tool?
  • Who reconciles every number to the source record?
  • Where are partner approval and engagement restrictions recorded?

Use the kits to record the answers and keep the next steps clear.

Free field guide · Check the number before the commentary reaches a client

Start with a free tool: Shadow AI Check · Policy Starter · Readiness check · Questionnaire Starter · Help me choose

AI governance dashboard with fictional Ledger Grove Advisory recordsAI governance dashboard with fictional Ledger Grove Advisory records
Ledger Grove Advisory · Fictional worked exampleTool inventory, decisions, owners and open actions.Enlarge dashboard

One approval, fully supported.

Here’s one record from Ledger Grove Advisory’s fictional Toolkit: the use is disclosed, the evidence is attached, the decision states its reason, and the follow-up has an owner and a date. The leadership report is built from the same record.

See the full sample report

Fictional example. Review your own report before sharing.

  1. 01 Disclosure

    Advisory lead disclosed BriefDraft

    Date
    Oct 8, 2026
    Purpose
    Draft explanations from verified public guidance and synthetic figures
    Information
    Public sources and synthetic financial examples

  2. 02 Evidence

    Vendor assessment attached

    Vendor assessment
    Attached
    Information boundary
    Public sources and synthetic financial examples

  3. 03 Decision with a reason

    Approved with conditions by the engagement partner

    Reason
    Vendor assessment attached and inputs limited to public sources and synthetic financial examples.
    Condition
    Qualified reviewer checks current primary sources and reconciles every figure; client advice follows the normal review process.

  4. 04 Follow-up

    Two contractors have not confirmed personal-tool use

    Owner
    Engagement partner
    Due
    Oct 22, 2026

Example of a gap the kit flags

ProcedureDraft · Approved with conditions

No vendor assessment or reason recorded

Next action: attach the vendor assessment, or record why the use is approved without one, before relying on this approval. Owner: Engagement partner.

Also open: One worked reconciliation still needs independent checking. Owner: Engagement partner, due Oct 22, 2026.

Choose the kit for your task.

Each kit includes a guided dashboard, editable materials and a worked example.

Which AI tools are people using?

Gather staff disclosures and build a tool inventory, then assign follow-up actions for unknown uses.

Shadow AI Risk Kit · Accounting edition

$199 USDOne-time purchaseView kit

What rules should our team follow?

Adapt the policy, record approval and give staff a clear briefing and acknowledgment process.

AI Policy & Rollout Kit · Accounting edition

$249 USDOne-time purchaseView kit

Who decides what is allowed?

Record uses, owners, decisions and open actions in one dashboard. Export a leadership report for review.

AI Governance Toolkit · Accounting edition

$299 USDOne-time purchaseView kit

How do we answer customer AI questions?

Prepare answers with evidence references and reviewer decisions, keeping unresolved claims visible.

AI Questionnaire Response Kit · Accounting edition

$399 USDOne-time purchaseView kit

Need discovery, a policy and customer answers together? AI Readiness Bundle · $649 · Save $198

Need discovery, a policy and a record of AI decisions together? AI Foundation Bundle · $599 · Save $148

Need all four, including customer answers? AI Management Bundle · $849 · Save $297

What you’re buying

Downloadable tools for desktop browsers. A blank workspace for your own records, editable materials and a completed example. One company. One-time purchase.

Operational examples for everyday firm work. This edition does not provide tax advice, audit methodology, assurance procedures or a determination of professional or legal compliance.

Preparing for ISO 42001 or Microsoft SSPA?