How We Use AI at Standard Ledger

We’ve heard the concerns from founders: sensitive financial data being dropped into ChatGPT. Generic “AI-generated” analysis that misses the nuance of your business.

That’s not how we work.

Technology-enabled has always been part of who we are. AI is the next step in that evolution – but only when it genuinely improves what we deliver to you. Here’s how we do it, and how we keep your data secure.

Your Data Stays Secure

We don’t use public AI tools with your data.

We only use AI with providers whose commercial terms expressly prohibit the use of client data for model training, and which hold recognised security certifications including SOC 2 Type II and ISO 27001. We do not use public or consumer AI tools with your data. Your information is never used to train AI models, and every tool we use is subject to the same security standards that apply across everything we do.

In short, using AI doesn’t change how seriously we take data security. It’s built in from the start.

What This Means for You

We’re increasingly using AI to help in the following ways:

• Less admin, less back and forth – We’re bringing in AI to reduce manual work and repetition – from organising information and reconciling data, to preparing working papers, so we’re not asking you for the same information twice and can move faster when you need answers.
• Seeing things sooner – We’ll identify trends and potential issues in your numbers earlier, helping you spot cash flow pressure, unexpected spend, or missed opportunities before they become problems.
• Better analysis and forecasting – AI allows us to test more scenarios and build more robust financial models, particularly useful when you’re fundraising, planning growth, or stress-testing decisions. Your CFO spends less time on data processing and more time on what moves the needle.
• Better first drafts, human-led outcomes – For things like R&D tax incentive documentation, technical narratives, and written advice, AI helps us get to a strong first draft faster, which our specialists then review, refine, and take responsibility for before anything reaches you or a regulator.

Human in the Loop, Always

AI helps us work faster and more thoroughly – supporting research, analysis, and drafting behind the scenes.

But judgement, decisions, and accountability stay human. Your CFO conversations, fundraising strategy, and advice on what to do next are led by people who know your business.

Every piece of advice you receive is reviewed, owned, and signed off by our team – not “the algorithm”.

Designed to Evolve

We’ll keep building AI into our systems as the technology improves – but only when it genuinely makes what you get from us better.

AI changes how we work. It doesn’t change what we stand for.

Questions about our AI approach?

Email us at ai@standardledger.co or ask your Standard Ledger team member directly.