AI literacy and AI use pack for finance teams and practices
An AI use policy, a training plan and the records that show your staff know how to use AI tools safely.
EU and UKFree
- Files
- 4, Word and Excel
- Last checked
- October 2026
Get the pack by email
What the rules and guidance expectDocument in the pack
Measures to support staff AI literacyEU AI Act Article 4
✓AI literacy planBy role, with topics and training
A record of what you have done
✓AI training recordFlags overdue training
Clear rules on client data and checking outputPCRT guidance on AI, January 2026
✓AI use policy
Checks before anyone uses a new tool
✓AI tool assessmentData, security, quality and risk
A list of approved tools
✓AI training recordFlags tools due for review
Who it's for
Accounting practices and finance teams in the EU and UK whose staff use AI tools.
Last checked
Checked against the EU AI Act as amended in July 2026 and UK professional guidance in October 2026.
