For accounting and finance

Keep financial AI work under your team's control.

Set the service, account, and review process for each workflow. Your team stays responsible for the final decision.

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Use the service that fits the work in front of you.

Use the right service. Keep the decision with your team.

For each kind of work, choose the AI service that can receive it. When it is unavailable, hold the request for review.

Give staff a real choice

Provide a short list of services your organization permits for the work.

See the service used

Check where a request went when your team needs context.

Keep the final call human

Financial review and accountability remain with the people responsible for the result.

Start with a workflow your team already understands.

Choose a narrow use

Start with internal research, policy summaries, or reconciliation preparation rather than final decisions.

Agree on the approved services

Document the services and accounts that may be used for the selected workflow.

Set a clear exception

When no approved option is available, stop the request and ask the owner of the workflow.

Review the outcome

Check the route record and the quality of the work before expanding the use case.

Important: TEKIZ.AI does not provide financial advice, audit assurance, or a certification of internal controls. Your organization remains responsible for review, records, and decisions.

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