The review focuses on the proposed use case, data sensitivity, human oversight, accuracy risks and accountability. Recommendations are proportionate to the process and do not treat automated output as a substitute for professional judgment.
Make a professional enquiryScope may include
Areas of assistance
- Finance-process use-case assessment
- Data and confidentiality risk review
- Human-review and approval controls
- Output-validation and exception handling
- Responsible-use policy documentation
When to speak with us
Typical situations
- Considering an AI-enabled finance workflow
- Formalising controls around tools already in use
- Assessing confidential-data exposure
- Documenting review and accountability responsibilities
Initial discussion
Information that may help
Please do not send sensitive identifiers, passwords or confidential records through the website enquiry form. We will confirm an appropriate method after reviewing your request.
- 01Description of the proposed or current use case
- 02Process flow and systems involved
- 03Data categories and access arrangements
- 04Current review, escalation and approval controls