AI Policy Generator for Accounting Firms

Built for firm leaders who know they need to set boundaries around AI, but aren’t sure where to start. It's practical, personal, and designed to take you from “we should do this” to “done” in minutes.

You might be thinking about introducing AI in your firm—or maybe AI is already there without you realizing it. Your team is experimenting with ChatGPT, automation tools, and AI-powered workflows. That’s great… until it’s not.

Paraphrasing The World Economic Forum, AI governance is not about limiting innovation, but about creating the guardrails that enable safe and responsible adoption. Firms that establish clear AI policies can reduce risk, protect client data, and ensure compliance—without stifling progress.

Archie’s AI Policy Generator helps you build a tailored AI policy for your firm in minutes. Free, fast, and fully customized.

How It Works

  1. Answer a few quick questions about your firm’s size, services, compliance needs, and AI usage.
  2. Let the AI do the heavy lifting: it'll draft a structured policy tailored to you and your firm.
  3. Review & refine: adjust as needed and roll it out to your team. Keep in mind, ChatGPT has message limits, so try to get the most out of each reply!

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We’re Not Building a Bot. We’re Training an Accountant

Archie isn’t just another AI for accounting, he’s training to be a real accountant. See how we’re building Archie from base model to firm-ready intern.

Agus Echagüe

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Empathetic AI (or How AI Can Change Client Data Collection Forever)

Client data collection: it’s the pain point every firm knows too well. But what if AI could turn it into a seamless, even human experience, for both clients and accountants?

Stuart McLeod

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Is AI's ROI Just Cost Savings?

AI’s ROI isn’t just about cutting costs, it’s about saving time, filling talent gaps, and transforming how firms deliver value.

Agus Echagüe

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.