AI-1 · For accounting teams closing more than one entity

See which control layer is least ready to carry the AI in your close.

Twelve questions across the six layers that make AI explainable, operable, and defensible in client work. In about six minutes, get your readiness profile, the layer or evidence gap to examine first, and what to gather next.

Free · about six minutes · a structured readiness profile, not a compliance opinion

When a queue, exception or approval has no clear owner, does it become your job? Use a free, 20-minute Close Teardown with Owen to trace one handoff and discuss what is worth changing.

One write pathevery write through one approval queue
Eleven scheduled routinesrunning the month-end workflow
Built from the control architecture behind a production system working against live client books. Read Project Falcon →
The Diagnostic · interpretation

Which control layer is least ready?

A short firm-level profile across Foundation, Frame, Systems, Inspection, Occupancy, and Upkeep. It gives the next conversation a specific place to begin.

Run the Diagnostic →
The AI Register · evidence

What is already touching client work?

A private workpaper for the tools, client-data exposure, agreements, and spend already inside the firm. Tool names and individual answers stay in your browser.

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AI Readiness Diagnostic

Evidence outranks intention.

This looks at whether the firm can explain, operate, and show the controls around AI touching client work. It does not ask whether the team feels ready.

Does the close depend on you catching the exceptions? Trace one handoff with Owen in 20 minutes. Book a free Close Teardown. No need to finish the Diagnostic first.

Answer for the firm as it runs today. Choose what matches something you could point to or produce now—not the policy you intend to write.

0 of 12 answered

Answer all 12 questions to generate the profile.