Know the tools.
Set the rules.
Record the decisions.
Accounting edition · Industry guide and worked example included
Three practical kits for your inventory, team policy and AI decisions. Use them with your existing people and processes.
For you if you need an inventory, practical team rules and a record of AI decisions.
$747 separately. Save $148.
See the included kitsWhat you’ll have ready
Start where you are
Choose the kit for your immediate task. An existing inventory, policy or record of AI decisions is a useful starting point.
Excel and CSV import included.
- Import AI inventory and actions in Shadow AI, Policy and Toolkit.
- Match your columns and review duplicates in each kit.
- Manual import and an optional work-approved AI preparation prompt are included.
Choose your next piece of work
Each kit works independently. If starting from scratch, begin with Shadow AI, then Policy, then Toolkit. Use each kit’s planning estimate: discovery, policy approval and decision reviews take different amounts of time.
Reuse the records
Enter your company once. Open Connect kits to save a company profile and load it into the other kits. Transfer relevant reviewed records with Export records and Import record transfer.
Return the output to your team
Review the reports, then share them through your existing documents, meetings and approval process.
See the finished examples
Each kit includes Sample-Report.pdf: fictional Ledger Grove Advisory records, watermarked Fictional example. Reports need your review before sharing.
Files included in your download
- START-HERE.html The starting guide for your bundle.
- READ-ME-FIRST.txt The recommended order and where each kit starts.
- Shadow AI Risk Kit, AI Policy & Rollout Kit, AI Governance Toolkit Each kit’s folder, with its own dashboard, guide, editable materials and Sample-Report.pdf.
- CHECK-YOUR-COMPUTER.html Run this once before the first kit.
- INDUSTRY-GUIDE.html Accounting scenarios and review points for every kit in the bundle.
- STAFF-EXERCISE.txt A short fictional exercise for a team discussion.
- LICENSE.txt, PURCHASE-TERMS.txt and REFUND-POLICY.txt Your license, purchase terms and refund policy.
How the records connect
Review transferred records before using them in another kit. An inventory or approval record can support the next task. Each kit keeps its own work file; transfers do not create automatic synchronization.
Questions
License
Standard kits cover internal use by one purchasing company. A consultancy can use a standard kit for its own business. Delivering branded kit copies to clients requires the separate Practitioner License and its client allocations.
Updates
Updates are included for 12 months from purchase.
Refund
Not the right fit? Contact us within 14 days of purchase for a refund. See our refund policy.
Built around Bookkeeping, accounting and client-advisory practices
Bring tool choices, client-data boundaries, numerical checks and staff rollout into an accountable working process.
- 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?
Your download includes INDUSTRY-GUIDE.html, STAFF-EXERCISE.txt and a worked Ledger Grove Advisory example alongside the complete core kit. The editable workspace starts with your own blank records.
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.