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AI in Finance· Guide · 5 min read
A practical AI usage policy for finance teams
One page that enables adoption instead of driving it underground.
Finance Workroom editorial · Draft, under editorial review — sources and review date pending
Without a policy, people either avoid AI entirely or use it with sensitive data in personal tools. A short, clear policy usually increases safe usage.
What it should cover
- Which tools are approved, and for which data classifications
- What must never be shared (e.g. unreleased results, personal data)
- Who reviews AI-assisted outputs before they leave Finance
- What must be logged so a number can be reproduced later
Review it quarterly. Tools and risks change quickly.
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