Guardrails for AI with financial data, part 2
Michelle Thompson · Aug 12, 2026
Context: about six months from go-live. I've read the docs but would love real-world experience.
5 replies
Budget twice the time you think for data cleanup.
We went through this last year. Start smaller than you think and expand once it's stable.
Strongly agree with documenting decisions as you go. It saved us during the audit.
Agree with the above. Also check the user group forums, lots of good threads there.
It depends a lot on how customized you are. Inventory that first.
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