Excerpted from Section 5 of the Artificial Intelligence (AI) Implementation Framework for FVS Practices, this resource can be used independently to evaluate a new AI platform or reevaluate an approved tool. It is part of the AI implementation resource suite available on the AI Implementation Framework for FVS Practices webpage.
This quick reference tool helps FVS practices evaluate and compare AI tools before implementation or pilot testing using a documented selection process and comparison checklist.
What you’ll find
Use case fit and restrictions
Data, security, and confidentiality
Reliability, traceability, and transparency
Vendor stability, cost, and portability
Evaluation and comparison checklist
How this resource can help
Set requirements and success criteria
Match tools to approved uses
Review vendor, data, and security terms
Test with nonsensitive data
Compare options and document decisions
Approve pilots and permitted uses
Who will benefit
FVS practice owners and leaders
Professionals evaluating or procuring AI tools
AI implementation teams
Important information
This publication provides illustrative information and does not establish standards, preferred practices, or an official position of the AICPA. Practitioners remain responsible for complying with applicable professional standards, ethics requirements, laws, client obligations, and their practices’ policies.