Buyer Briefs

Executive-ready material for buying committees.

Six documents built for the different people in your buying process — from the board summary to the security reviewer's checklist.

Executive Brief Procurement Checklist Security Review Guide Pilot Planning Worksheet Governance Readiness Checklist Champion Deck

Buyer Brief · Board & Executive

Executive Brief

A concise, board-ready overview of governed AI accounting intelligence and what it changes for your organization — written for people who won't read a technical spec but need to approve a budget line.

What “governed” means and why it matters for regulated professional work.
The three-part business case: time, risk, and review quality.
A one-page summary suitable for board or steering-committee circulation.

Most requested document in this library — start here if you're building buy-in.

Buyer Brief · Procurement

Procurement Checklist

The questions procurement teams ask before approving any AI vendor — organized so you're not scrambling to answer them one at a time during a vendor call.

Data handling, subprocessor list, and training opt-out verification.
Contracting entity, headquarters, and trademark ownership details.
Renewal terms, data portability, and offboarding process.

Buyer Brief · Security & IT

Security Review Guide

What your IT and security team should evaluate first — tenant isolation, encryption in transit and at rest, access controls, and where to request current compliance reports.

Architecture summary for a technical reviewer, not a sales deck.
Provider due diligence process and regional data routing.
How to request a live security review with our team.

Buyer Brief · Evaluation

Pilot Planning Worksheet

A working template for defining a controlled pilot — before you talk to us, or during your first call. Filling this out tends to cut weeks off the evaluation timeline.

Define pilot users, source scope, and workflows in advance.
Set success criteria that both sides agree on before starting.
Identify the reviewer(s) who will sign off on pilot results.

Buyer Brief · Governance

Governance Readiness Checklist

A self-assessment for evaluating whether your organization is ready to adopt governed AI in accounting workflows — and what to put in place first if it isn't yet.

Source licensing and approval process readiness.
Reviewer capacity for escalated or high-risk matters.
Existing AI governance policy, if any, and where it needs updating.

Buyer Brief · Internal Champion

Internal Champion Deck

If you're the person inside your organization pushing this evaluation forward, this is the deck built for you — customizable slides for pitching internally to finance, IT, and leadership.

Editable slide template covering value, governance, and rollout plan.
Built to be presented by you, not by our sales team.
Customized to your role and use case on request.