The AI safety checklist for finance professionals

When adopting AI, finance teams need to think about more than just increasing performance. You must protect sensitive information, meet compliance standards and ensure every decision can be traced and verified. This downloadable checklist is designed for finance leaders who need a practical framework for assessing AI tools and usage. Refer to it every time you review or implement new AI solutions.

Download the checklist to:

• Evaluate AI providers for security, privacy and compliance risks
• Establish strong access controls, audit logs and data retention policies
• Ensure data privacy and avoid accidental sharing of sensitive financial information
• Align AI use with key financial regulations and ethical standards
• Verify outputs, check for hallucinations, and apply human oversight for critical decisions
• Stay compliant, protect sensitive data, and safely unlock AI’s benefits in your finance operations.
  
  

If you're looking for more help on implementing AI in your finance team, don’t miss our accompanying whitepaper, The Finance AI and Automation Playbook. It’s packed full of real-world use cases and actionable strategies to become AI-ready.