Quick answer
A finance AI policy should state which tools and plans are approved, what data may be shared, which tasks are allowed, who reviews output, when AI use should be disclosed and how mistakes or data incidents are reported. Treat the template as a starting point for review by IT, HR, legal and compliance, not legal advice.
A one-page template
| Section | What to define |
|---|---|
| Purpose | Use AI productively without risking data, accuracy or compliance |
| Approved tools | Tools and plans permitted for company work |
| Data rules | What may and may not be entered into each tool |
| Allowed tasks | Drafting, formula help and cleaning data in approved settings |
| Review | Named reviewer and source-total checks |
| Disclosure | When external documents or decision figures should mention AI assistance |
| Ownership | Policy owner, review cadence and incident route |
Questions to settle before publishing
- ✓Which tools and plans has IT approved?
- ✓What data is most sensitive?
- ✓Which tasks must stay manual, such as final sign-off on filings?
- ✓Who reviews each report or return?
- ✓What happens if restricted data is entered into an unapproved tool?
Before you adopt it
This template is a starting point, not legal or compliance advice. HR, IT, legal and compliance should review and own the final policy.
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