Give your team clear AI rules.
Accounting edition · Industry guide and worked example included
Turn your current draft—or the included templates—into clear rules, a staff edition, and a practical rollout.
For you if you have a draft policy, or the free one, and need people to follow it.
Plan 60 to 90 minutes for a first policy draft and control review, followed by two to four weeks for approval and staff rollout. Planning estimates assume the relevant information is available. They are not completion or approval guarantees.
See what you’ll have readyAlso in AI Readiness Bundle · $649 or AI Foundation Bundle · $599 or AI Management Bundle · $849.
What you’ll have ready
- Rules people can understand
- Adapt the policy to the tools, information and work your team actually handles.
- A record of the decision
- Keep the policy version, approver and effective date together.
- Materials for the rollout
- Use the staff edition, manager briefing, email and acknowledgment template to introduce the rules.
Your team reviews and approves the policy. The kit does not provide legal advice.
Start where you are
Bring your existing policy draft, or begin with the included templates. Use the people who already review and approve your policies.
Excel and CSV import included.
- Bring your AI inventory and action records.
- Match the columns and review duplicates before adding them to the dashboard.
- Choose Manual import, or Prepare a file with your AI with the included prompt and your work-approved assistant.
- Manual import works without any AI tool. Your file is read on your computer and nothing is sent anywhere.
Free guide: How to write an AI acceptable use policy
Adapt your policy
Keep the rules that already work. Fill the gaps using the templates and your actual AI uses.
Get the right review
Take the draft through your normal approval process and record the decision.
Put it into use
Share the staff edition and briefing through your existing team channels.
See the workspace
Download the ZIP, extract it, and open START-HERE.html in a current desktop version of Chrome, Edge, Safari or Firefox. Save your work file to keep a copy you can load next time.
Files included in your download
- START-HERE.html The local dashboard for the policy and the approval record.
- Sample-Dashboard.html A completed fictional Ledger Grove Advisory example to explore.
- Sample-Report.pdf The fictional example’s report, watermarked Fictional example.
- Sample-Report.html The same fictional report as a web page.
- KIT-GUIDE.html What each part of the kit is for.
- INDUSTRY-GUIDE.html Questions, examples and starting points for your industry.
- AI-Completion-Guide.html Optional instructions for your approved AI assistant.
- ACKNOWLEDGMENT-FORM.txt Name and date, ready for Microsoft Forms or Google Forms.
- ALL-HANDS-EMAIL.txt The email that asks people to read the staff edition.
- MANAGER-BRIEFING.txt Five short sections for the person who runs the rollout.
- Questionnaire.csv Blank column headings for a list of AI tools, ready for the AI uses import.
- Staff-Briefing.html A short team briefing to support rollout.
- STAFF-EXERCISE.txt A short exercise to run with your team.
- Reference/License-and-scope.txt A copy of your license.
- Reference/Sources-and-scope.txt Sources, scope and the package revision.
- Reference/Templates.docx Editable working materials.
- READ-ME-FIRST.txt Getting started, timing and file guidance.
- CHECK-YOUR-COMPUTER.html A one-minute check before you start on a work laptop.
- IF-SOMETHING-IS-BLOCKED.txt Help with local browser restrictions.
- LICENSE.txt, PURCHASE-TERMS.txt and REFUND-POLICY.txt Your license, purchase terms and refund policy.
- manifest.json Every file with its SHA-256 checksum, to check your download.
Compare the kit with the free policy draft
Scroll the table sideways to see every column.
| Topic | Free draft | Policy & Rollout Kit |
|---|---|---|
| Policy | 7 core topics | Full policy with an approval record |
| Approval | Checklist | Approval record with version, approver, and effective date |
| Staff | None | One-page staff edition |
| Launch | None | All-hands email, manager briefing, acknowledgment tracker |
Using this with other kits
Shadow AI inventory moves in through Move records to another kit. The approval record moves on to the Questionnaire kit as evidence E-01.
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.