Admin controls for finance AI

Finance AI should start with admin questions, not prompts. Which users get access? Which files are in scope? Where are outputs stored? Who can review or export the result?

Practical SME workflow

Use those questions before a customer collections AI workflow. Limit the approved source set to aged debt reports, ERP notes, collections policy and relevant Outlook history. Exclude unrelated mailboxes and private customer material.

Risk and control

Check identity, device trust, retention, source permissions and reviewer access before the pilot. If the admin boundary is unclear, the workflow should pause until it is documented.

Source basis

• Microsoft: Finance Agent overview
• Google Search: AI features and your website