Accounting
AI governance for accounting firms.
Your clients trust you with their books. Make sure their data does not end up in AI tools you never approved.
The rules that apply
Client financial data in an AI prompt is a confidentiality problem before it is an AI problem.
Accounting and audit teams work with clients' ledgers, payroll, tax files and contracts every day. Generative AI makes it easy to paste a trial balance or an engagement letter into a chat window, and hard to know where that data goes next.
The GDPR still applies to the personal data in those files, whichever tool they are pasted into.
Common scenarios
Three situations you will recognise, and how Qastel handles each.
Scenario 1
A trial balance pasted into a personal account
Qastel recognises personal-account use and detects financial and customer data in prompts. A policy can warn the person before they send, redact the figures or block the message outright.
Scenario 2
Engagement letters and contracts in prompts
Qastel's detectors recognise legal and contractual data, so you can see which AI tools receive client contracts and put a policy on the ones that should not.
Scenario 3
Showing partners how the firm governs AI
The Executive Summary gives a high-level PDF of your AI risk posture, and the Compliance Report the detail behind it, ready to share with partners and leadership.
Questions people ask.
Does Qastel store our clients' data?
Prompt analysis is off by default and only an admin can turn it on. When it is on, prompt text is classified in memory and never stored: Qastel records the category it found, not the text.
Can we start without blocking anyone?
Yes. A policy can run in monitoring first, recording what it would have done without changing anything for anyone, before you switch it to Enforcing.
This page is general information, not legal advice.
See it in action.
Get a 30-minute overview of how Qastel discovers, assesses and controls the AI used across a business.