Practical tools. Manageable processes.
Small team.
Stronger processes.
Put the right checks in place for AI, vendors, and compliance—with practical templates and guidance you can use without a dedicated GRC platform.
Start with a useful template. Build a process that fits.
AI-assisted invoice review
A clear record of what needs to happen next.
- Assign an accountable ownerFinance operations lead
- Confirm permitted data useReview invoice data and vendor terms
- Keep payment decisions with a personNo autonomous payment release
- Document testing and exceptionsEvidence before deployment
Example output concept · Not an automated approval
The toolset
A practical place to start.
Three connected areas. One goal: make good processes easier to put into practice.
AI Use-Case
Risk Assessment
Give each AI idea a consistent first review, with questions people can actually understand.
- Use-case intake and ownership
- Data, decision and oversight prompts
- Controls and review recommendations
AI Vendor
Due Diligence
Ask the right questions before relying on another company’s AI or software.
- Vendor questions and evidence requests
- Data use and security considerations
- Findings, follow-up and ownership
AI Audit &
Assurance
Move from a stated policy to the evidence that shows a process is working.
- Control objectives and testing ideas
- Evidence and interview prompts
- Findings and action tracking
Our approach
The process matters.
The platform is optional.
Good governance starts with knowing what to ask, who should decide, and what to keep on record. You shouldn’t need an enterprise system to get those basics right.
Why we’re building thisAsk questions people can answer.
Start with purpose, ownership, data, and business impact. Use language that works outside the compliance team.
Turn answers into actions.
Identify safeguards, reviewers, evidence, and follow-up. A score alone doesn’t tell someone what to do.
Keep a record you can explain.
Capture decisions and responsibilities, and revisit them as services and business needs change.
Free starter resource
Your next vendor review.
Start with the basics.
A simple, editable checklist to organize the first conversation about a software vendor. No account needed.
- Business ownership and purpose
- Costs, renewal dates, and cancellation deadlines
- Data, access, and supporting evidence
- Actions, owners, and review dates
CSV template · Opens in Excel or Google Sheets
Software vendor review
A useful first pass. Adapt it to your business.
Who it’s for
For the people making
the process happen.
Whether compliance is your full-time role or one of several responsibilities, start with tools that help you ask better questions and keep things moving.
Small business teams
Put basic checks and responsibilities in place as the business grows.
Risk & compliance
Bring structure to intake, review, and follow-up.
Internal audit
Connect control expectations to evidence and testing.
Advisors & consultants
Adapt practical starting points to the needs of each engagement.
What process would help your team?
Tell us where you’re getting stuck or which toolkit you’d like to see next. We’re shaping the toolset around practical needs.