How It Works

Set up your AI Register in four steps

No technical setup. No consultants. No lengthy process. A structured workflow that gives you immediate visibility and a documented baseline.

1

Add your AI tools

Log every AI tool used across your firm — from ChatGPT and Microsoft Copilot to AI features built into Xero, Sage, IRIS, QuickBooks, or any other platform. A simple form captures what you need, nothing more.

  • Tool name, vendor, and category
  • Which departments and staff use it
  • How frequently it is used

Tools in your register

ChatGPTHigh Risk
Microsoft CopilotHigh Risk
Xero AIMedium
Sage Accounting AIMedium
IRIS AI AssistantLow Risk
2

Capture usage and risk

For each tool, document how it is used in practice, what type of client data is involved, and whether outputs are reviewed before reaching clients. The register scores each tool automatically.

  • What client data the tool processes
  • Whether outputs are human-reviewed
  • Automatic risk scoring based on your answers

Risk assessment

Processes client financial dataYes
Client-facing outputYes
Human review before useNo
Staff training completedYes
Risk levelHigh Risk
3

Apply controls and governance

Set approval status, assign accountability, record staff training, and flag tools that need attention. The register gives you a clear picture of where your governance is strong and where it needs work.

  • Approve or flag tools for review
  • Assign a responsible person per tool
  • Record staff training status

Governance dashboard

8

Total Tools

3

High Risk

5

Approved

2

Need Training

4

Build your documented baseline

Export a full PDF report of your AI register — suitable for internal review, PI insurance renewals, ICAEW audits, or client due diligence requests. Generate a bespoke AI Governance Policy for your firm with one click.

  • Exportable PDF report of your full register
  • Bespoke AI Governance Policy document
  • AIGAS™ Bronze readiness assessment

Your outputs

AI Tool Register Report

Full PDF · Audit ready

AI Governance Policy

Bespoke to your firm

Readiness Assessment

AIGAS™ Bronze pathway

What the register gives your firm

Six concrete outcomes from completing your AI Register.

Clear visibility

A complete picture of every AI tool in use — not guesswork

Reduced client risk

Documented controls around client data, AI outputs, and professional exposure

Documented evidence

Proof of responsible AI use — ready for regulators, insurers, or clients

Stronger PI position

Structured governance supports your PI insurance stance and compliance reviews

Governance pathway

A clear path from zero visibility to AIGAS™ Bronze, Silver, and ISO 42001

Audit trail

A clear record of decisions, approvals, and accountability — before you need it

Works with any AI tool your firm uses

Designed for accounting practices of all sizes. Register any AI tool — whether it is a standalone platform or an AI feature built into your existing accounting software.

  • Accounting software with built-in AI (Xero, Sage, IRIS, QuickBooks)
  • General AI platforms (ChatGPT, Microsoft Copilot, Google Gemini)
  • Specialist tools (AutoEntry, Dext, Ignition, Capium AI)
  • Any future AI tool your firm adopts
Xero
Sage
IRIS
QuickBooks
Copilot
ChatGPT
Capium
Dext
AutoEntry
FreeAgent

Ready to start?

Create your AI Register in under 15 minutes — free, with no credit card required.

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