Which control layer is least ready?
A short firm-level profile across Foundation, Frame, Systems, Inspection, Occupancy, and Upkeep. It gives the next conversation a specific place to begin.
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AI-1 · For accounting teams closing more than one entity
See which control layer is least ready to carry the AI in your close.
Twelve questions across the six layers that make AI explainable, operable, and defensible in client work. In about six minutes, get your readiness profile, the layer or evidence gap to examine first, and what to gather next.
Free · about six minutes · a structured readiness profile, not a compliance opinion
One write pathevery write through one approval queue
Eleven scheduled routinesrunning the month-end workflow
Built from the control architecture behind a production system working against live client books. Read Project Falcon →
What is already touching client work?
A private workpaper for the tools, client-data exposure, agreements, and spend already inside the firm. Nothing leaves the browser.
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AI Readiness Diagnostic
Evidence outranks intention.
This looks at whether the firm can explain, operate, and show the controls around AI touching client work. It does not ask whether the team feels ready.
Answer for the firm as it runs today. Choose what matches something you could point to or produce now—not the policy you intend to write.
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Your six-layer profile
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Own an accounting or CAS firm? Walk one typical close with Owen.
In 20 minutes, we start with your client and team numbers, then walk one typical close to find repeated work and what is not worth building. This diagnosis is for accounting and CAS firm owners. If you ask for a one-page map, we send it within 48 hours. You keep it with no purchase required. No access or credentials needed.
Free · 20 minutes · optional one-page map within 48 hours
This profile reflects the answers provided today. It is a prompt for a control conversation—not a compliance opinion, risk rating, legal or accounting advice, or an assurance engagement.