AI arrived without a plan
Staff and volunteers already use AI tools to write, summarise and tidy data. Nobody has listed which tools, or what goes into them.
For UK charities and small businesses
Safe AI and sharper oversight for small organisations
Fixed-price reviews, governance packs and practical tools, led by a chartered accountant. Plain English, clear actions, no 60-page reports.
- Fixed prices
- Report within 48 hours
- Chartered-accountant led
Who we help
Charities
Income of roughly £100k to £3m, a small finance team and a trustee board that wants clear oversight.
Small businesses
Owner-managed, 5 to 50 staff, where AI tools have arrived faster than the rules for using them.
The problem
Most small organisations are using AI before they have decided how
That is not a failing. It is how new tools arrive. But it leaves three gaps that are simple to close once you can see them.
Controls are stretched thin
In a small team one person often sets up and approves payments, access is rarely reviewed and supplier bank changes come by email.
Oversight is hard to evidence
Trustees and owners are responsible for oversight but rarely get a clear, regular picture they can rely on and act on.
Where to start
Three fixed-price ways in
Start free, then go as far as you need. Every price is fixed and agreed before any work begins.
AI & Controls Self-Check
Free
Twenty questions across eight areas. Five minutes. An instant red, amber or green result with your top actions.
Take the free Self-CheckAI & Controls Health Check
£195£295Founding rate · 3 left
A structured 60-minute call and a plain-English report: findings rated red, amber or green, your top five actions and a 30-day plan.
Book a Health CheckPolicy & Governance Pack
£650
The documents your board needs, tailored to how you actually work: an AI use policy, data-handling rules, a risk register and a trustee or board briefing paper.
Talk about a Governance PackNeed something built or ongoing? See the Build Sprint (from £1,500) and the Oversight Retainer (from £450 a month).
How it works
Three steps to a clear picture
- 01
Take the free Self-Check
Twenty questions, five minutes, an instant red, amber or green result across eight areas.
- 02
Book a Health Check
A structured 60-minute call, then a plain-English report with ranked actions and a 30-day plan.
- 03
Act with confidence
Fix things yourselves, or let us write the policies, build the tool or keep watch each month.
AI & Controls Health CheckSample · fictional
Summary of findings
A scoped review, not an audit or assurance opinion.
- AI use inventoryRed
- Data protectionAmber
- Access and approvalsGreen
- Segregation of dutiesAmber
- Supplier riskRed
- Records and reportingGreen
- Incident responseAmber
- Staff awarenessRed
Top five actions
- 1. Publish an approved AI tools list · Owner: COO · 2 weeks
- 2. Second approver on all payments · Treasurer · now
- 3. Confirm supplier bank changes by phone · Finance · now
What you get
A report you can read in ten minutes and act on in thirty days
Findings rated red, amber or green. Each one has an owner, a timeframe and a reason. Scope and limits are on page one.
Who you'll work with
Ifedayo, Director
Chartered accountant ([TODO: professional body and designation, e.g. FCA / FCCA]) with experience in systems and data compliance and hands-on charity finance oversight. Builds practical tools with Claude, then checks them like an accountant.
About usQuestions
Good questions to ask before you book
Who is this for?
UK charities with income of roughly £100k to £3m, and owner-managed businesses with 5 to 50 staff. Typically organisations with a small finance team, a board or owners who want clear oversight, and staff who have started using AI tools.
Is the Health Check an audit?
No. It is a scoped review with practical, ranked actions. It does not give an audit opinion or assurance, and it does not certify compliance with any law or standard.
Do you do bookkeeping, accounts or tax?
No. We focus on controls, oversight and safe AI use, and we are happy to work alongside your bookkeeper, independent examiner or accountant.
How do you use AI yourselves?
Openly and carefully. AI helps us organise findings, draft reports and build tools. Client information is anonymised by default, and every deliverable is checked and signed off by a chartered accountant.
What does it cost?
The Self-Check is free. The Health Check is £295, the Policy & Governance Pack £650, Build Sprints start at £1,500 and the Oversight Retainer is £450 or £750 a month. All prices are fixed and agreed before we start.
Start with five minutes, not a big project
Take the free Self-Check to see where you stand, or book a Health Check for a clear, independent view and a 30-day plan.