AI policy for finance teams
A finance AI policy should be plain: what sources are approved, what data is blocked, who reviews output and what cannot be automated.
Published18 Jun 2026
Updated
Read time1 min · 130 words
Tool focusChatGPT, Copilot
Finance teams do not need a long policy to start. They need a usable policy that names approved tools, blocked data, review rules and actions AI cannot take.
Practical SME workflow
Apply the policy to a board pack prep AI workflow. The pack can use approved KPI exports and source notes. It cannot use private staff notes, customer secrets or unapproved investor wording. Leadership approves interpretation.
Risk and control
Policy must say AI cannot approve payments, move money, trade, file tax returns, change supplier details or publish board commentary. It should also say where source files and reviewer notes are stored.
Source basis
Related notes
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