Is Your Accounting Firm Actually Ready for AI?
A 5-minute governance assessment for firms using ChatGPT, Claude, Gemini, Copilot, or AI-enabled accounting tools.
Nexairi AI Governance Desk helps accounting firms turn AI adoption into a controlled, documented, reviewable operating system.
Governance Score
Preview assessment output
Operationally Aware
Practical safeguards exist. Convert them into documented governance.
Executive controls
Diagnose
Find the controls that exist only in memory.
Score
Convert informal risk into a clear readiness tier.
Document
Leave with practical starter controls.
Implement
Move into the full governance framework when ready.
Question 1 of 10
Are staff currently using ChatGPT, Claude, Gemini, Copilot, or AI features inside accounting software?
Your governance score will appear here.
Complete all 10 questions to see your readiness tier, top gaps, and recommended modules.
Useful free value, not the whole system.
The checklist gives your firm a practical first pass at policy ownership, approved tools, data classification, prohibited uses, review rules, vendor questions, incident response, and quarterly review.
Open Printable ChecklistName a policy owner responsible for AI tool approval and quarterly updates.
List approved, restricted, and prohibited AI tools in one register.
Define red, yellow, and green data classification for client information.
Prohibit client-identifiable data in unapproved public AI tools.
Require human review before AI-assisted output reaches clients.
Review vendor terms for retention, model training, subprocessors, and security.
Prepare client disclosure language for AI-assisted workflows.
Document the escalation path for accidental client-data exposure.
Schedule quarterly reviews of tools, incidents, disclosures, and policy changes.
Not legal advice. Use this checklist as an operational planning aid and have final policy language reviewed by counsel, insurers, or compliance advisors.
Controlled. Documented. Reviewable.
Start with the readiness assessment. Use the checklist for immediate staff clarity. Move to the full framework when the firm needs signed standards and a repeatable governance desk.