Scope sheet
finbryn.com
AI and automation
AI policy and controls for accounting
AI policy and controls for accounting from Finbryn produces a written policy for a US business covering which finance tasks in QuickBooks Online or NetSuite may be automated, where a person must review before anything posts, and how every automated action traces back to what triggered it, inspectable by a controller or investor.
What is included
- A written AI-use policy covering which tasks may be automated and which require a person
- Human-in-the-loop checkpoints defined for every automated finance process in scope
- Data-handling rules covering what each AI tool can access and where that data is stored
- A confirmed answer on whether any vendor uses your data to train a model shared with others
- An audit trail standard tracing every automated action back to what triggered it
- A review cadence tied to new tool adoption, not just a fixed calendar date
- A policy written in language a lender, investor or auditor can actually inspect
- A tool inventory listing every AI-assisted system currently touching your books
The process
- 1.
Tool inventory
We list every AI-assisted tool currently touching a finance process and map what each one actually does, including informal review steps already happening.
- 2.
Checkpoint definition
Human-in-the-loop review points are written down formally for each automated process, naming who reviews and what happens on a flagged item.
- 3.
Data-handling review
Each vendor's actual data terms are reviewed directly, covering access, storage location and whether data trains a shared model.
- 4.
Audit trail standard
We confirm what your current tools already log and close any gap, so every automated action can be traced back to what triggered it.
- 5.
Policy drafting and review
The written policy is drafted and reviewed with your team before it is finalized, in language an outside reader can actually follow.
- 6.
Review cadence agreement
A trigger for future policy review is set, at minimum whenever a new AI tool is added to a finance process.
Software
QuickBooks Online, Xero, NetSuite, Vanta, Dext, BILL
Pricing
The policy engagement is a fixed-fee project scoped to how many AI-assisted tools and finance processes are in scope. It is priced separately from ongoing bookkeeping, AP or controller-level work, though often bundled for existing clients. Current rates for ongoing accounting services are published on the pricing page; the policy itself is quoted once the tool inventory is known.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026