Guides · AI Trust & Governance
Let AI act only where a named person approves it.
AI can find problems and draft fixes faster than any team. The question is whether you can check what it found, who said yes, and what was done. These guides cover how to evaluate AI, how to set approval and decision rights, and where AI belongs in finance and operations.
13 guides
Trusting what AI tells you
What a finding should show before you act on it, from any tool or vendor.
Governance, authority and risk
Who approves what an AI does, what is recorded, and how often the rules and the risks are reviewed.
AI Governance for Finance and Operations: Who Approves What, and What Gets Recorded
AI governance as a standing routine: what AI may touch, who approves each action, what gets recorded, and what changes after a miss. With templates.
Decision Rights for AI Actions: A Matrix for Who May Approve What
Your delegation of authority covers people, not AI. A matrix for what AI may read, draft, recommend or do, who approves it, and how authority is earned.
An AI Risk Register for Finance and Operations Teams, and How Often to Review It
An AI risk register for finance and operations: eight risks, an owner and a tested control for each, and a 15-minute monthly review with a template.
Decision Rights Matrix Template
A decision rights matrix template with bracketed thresholds you fill in: who decides, recommends, is consulted and informed, plus steps to adopt it.
Operational Decision Systems: Recording Decisions and Outcomes
Operational decision systems: how to log decisions, expected outcomes and owners, then compare results later. Decision log template and a worked example.
Piloting AI in finance
How to run a first pilot so that the result means something.
Your First AI Pilot in Finance: What to Measure Over Four Cycles
Run a first AI pilot in finance on one routine: set the baseline, owner, approver and pass mark first, and count the hours spent checking the output.
The AI Use Case Prioritization Framework Everyone Copies
Three of four columns in an AI prioritization matrix score your company, not the idea -- which is why the ranking has an unprinted expiration date.
Start here
What agentic AI is, where it pays back, and how it differs from AI that only automates the doing.
What is Agentic AI? A Business Leader's Guide
Discover how agentic AI differs from traditional AI and why it's transforming performance improvement with autonomous, goal-oriented decisions.
AI Bookkeeping vs. AI Finance Function: What's Different?
AI bookkeeping automates the doing. It was never built to do the deciding. Here's the three-layer split the search query hides, and which one you need.
The cost behind the tools
What AI and software tools cost to run, and why per-seat pricing stopped fitting.
The Tech Tax: Why Per-Seat Software Broke
SAP, Oracle, Microsoft, Sage, and Syspro have each redefined how they count users to extract more revenue from customers who haven't changed usage.
SaaS and Vendor Renewal Calendar
Build a SaaS renewal calendar: contract inventory, notice-window deadlines, seat right-sizing, and a renewal workflow so you stop paying for auto-renewals.
Want this done in your business?
These guides cover the levers. As a launch partner, you bring one job, agree a target in writing, and AI experts run the fix for 8 weeks, with your team approving every result.
Applying is free. What it includes, what it costs and what you provide are on the page, before you share any details.