An evidence pack and self-hosted gateway on a small accounting firm's desk

Customer-hosted Sector policy Chain verified

When they ask how your team used AI, you already have the file.

One customer-owned control point between sensitive work and an approved model. Policy runs first; operating evidence stays with you.

raw prompt stays local policy v1.0 enforced evidence ready
Accountingtax IDs, payment rails, client figures
LedgerProof HealthMRNs, plan IDs, dates, contact data
Risk & compliancecustomer, network, and control evidence
Customer-ownedpriced by environment, not by seat

The sample pack

See the proof before the pitch.

This is a real Evidence Pack generated by Ledgerproof for a fictional six-person firm over the 2026 filing season. Synthetic data, real product, nothing gated.

Chain verified Page one of the Harbor and Vance CPAs sample Evidence Pack Harbor and Vance CPAsSample Evidence Pack · synthetic data

What is in the file

  1. Cover

    Firm, period, policy versions, chain status.

  2. Chain attestation

    Record count, first and last hash, verification result.

  3. What was used

    Interactions by user and backend, week by week.

  4. What was redacted

    Counts for SSN, EIN, account, client name, and trial balance figures.

  5. What was blocked

    Every block event with the policy version and staff user.

  6. Reviewer sign-off

    A documented review of AI output.

Open the full PDF

Honest scope: the pack attests to what flowed through the gateway. It does not claim to see what never touched it.

The live control

See what survives before the model does.

Try a synthetic sector example or write your own. This illustrative pass runs only in your browser; nothing is sent anywhere.

Raw promptstays local
What the model would seeblocked

LedgerProof Health

Patient identifiers stop here. The useful work can continue.

Start with one administrative text workflow—follow-up instructions, prior-authorization language, or an internal policy draft. Direct identifiers can block the request; lower-risk classes can become typed tokens before an approved model sees the prompt.

Health Customer-owned AI control & evidence
Scope a Health pilot

Policy-controlled masking is not, by itself, a HIPAA de-identification determination or compliance certification. The customer’s privacy, security, and legal owners remain in charge.

01 · unsafe pasteRaw stays local

“Draft the appeal for patient Delia Marchetti, MRN 4471902, plan ID BCX99188342.”

02 · decisionBLOCK

MRN and plan ID are forbidden classes. Nothing reaches the model; the event is still recorded.

03 · guided retryHuman reviewed

“Draft the appeal for PATIENT_NAME_1. Keep the rationale administrative and route it for clinician review.”

First workflowAdministrative drafting, text only
Quality gate30 synthetic cases, 6 held back
Hard boundaryNo EHR, diagnosis, or autonomous action
An accountant working beside redacted client records after hours

Your staff did not wait for your AI policy.

Every unapproved prompt can carry a Social Security number, an EIN, or a client ledger. Right now, most firms have no durable record of what left, when, or to whom.

What gets installed

A control, not a binder.

Detection, policy, redaction, backend choice, and the evidence chain. One owned system in your environment.

Swipe to inspect the installed stack →
A

Gateway

One internal endpoint staff use instead of raw chatbots. Every request passes through the same rules.

FastAPI · local or private cloud
B

Policy

Allow, redact, or block per data class in a YAML file a control owner can read.

Fail-closed defaults
C

MCP

The same control inside Claude Desktop through a governed tool with the chain already baked in.

Installed in minutes
A field engineer installing the Ledgerproof gateway in an accounting office
D

Owned

Your box, your keys, your policy, your log.

The real Ledgerproof operator console with policy controls and live audit tail

Console

The actual operator surface, not a design mockup.

The engineered peak

Change one number. Watch the proof fail.

Each record carries the hash of the record before it. Alter one event and every proof downstream breaks.

Swipe the records → record 03 is editable.

01j.harborssn · client_name5fecd5c9
02m.vanceein · tb_figure320c4e4f
04s.linnone81148dde
05j.harborclient_name · phone28d69e2f
$ ledgerproof verify audit.jsonl CHAIN VERIFIED (5 RECORDS)

Sealed. Every hash matches the record and its predecessor.

The evidence map

Every page answers a duty you already have.

Read across: the pack section, the control it demonstrates, and the question it helps answer. Your counsel confirms the mapping for your firm.

Pack sectionControl evidencedWhat the reviewer can verify
Policy versionsWritten, versioned security program

Which rules were in force for each interaction.

What was usedAI-channel risk inventory

Who used which approved backend and when.

What was redactedData minimization in operation

Which client-data classes were removed before forwarding.

What was blockedPolicy enforced, not merely written

Every exception with user, decision, and policy version.

Chain attestationMonitoring and control testing

Whether the operating record has been altered.

Reviewer sign-offDocumented review of AI output

Who reviewed the output, and when.

Sources: 16 CFR Part 314; IRS Publication 4557; IRS OPR guidance 2026-19. This is an engineering mapping, not legal advice.

An examiner reviewing a printed Evidence Pack

Show me where your WISP says it. Then show me you are doing it.

The second sentence is where paper-only programs fail. Ledgerproof supplies the operating record, while keeping the boundary honest.

Ledgerproof producesApproved endpoint usage, chain verification, AI-output review, quarterly Evidence Pack.
Shared responsibilityAI risk assessment, written policy, block-event response.
Your firm suppliesThe full WISP, training acknowledgements, incident plan, and vendor agreements.

Owned outcomes

Three clear ways to begin.

You buy a working control and its evidence, not seats on a meter that reprices every year.

Swipe to compare the three starting points →

Map before you move

Shadow-AI Control Sprint

$2,500fixed · credited toward an install within 60 days

Exposure map, sector-aware policy draft, synthetic acceptance tests, and a first Proof Folder.

Find my starting point

Stay current

Evidence Assurance

$750/qtrcancel anytime · keep every artifact

Monthly chain check, quarterly pack, exception summary, guidance bulletin, and owner review.

Check assurance fit

More than one office or identity domain?

Start with a multi-office design pilot.

Scoped by environments, identity, integrations, and policy tiers—never by seat. Wider rollout begins only after the pilot proves the operating and evidence model.

Scope the pilot →

Buying starts with a 15-minute proof on synthetic data. No self-serve checkout for software that sits beside sensitive records. That is deliberate.

A guided starting point

Three answers. One sensible next step.

Ledgerproof is not only an SSN masker. The policy changes with the data, workflow, and control environment—from tax identifiers and payment rails to health-plan IDs, medical record numbers, network details, and confidential control evidence.

  1. 01Mapworkflows and sensitive classes
  2. 02Decideallow, redact, or block
  3. 03Testwith synthetic acceptance cases
  4. 04Deployone approved pathway
  5. 05Proveverify, pack, and improve

What you receive in 15 days

A controlled pilot, not a compliance promise.

  • Current-state exposure map
  • Readable sector policy
  • Customer-relevant synthetic tests
  • One approved AI pathway
  • Profile preflight and synthetic probe
  • First verified Evidence Pack
  • Runbook, limits, and next actions
Download the two-page brief →
Step 1 of 31 of 3
Where does the sensitive work happen?

Choose the closest starting profile. The final policy is always scoped to the actual workflow.

Built and installed by one accountable person

The system comes with the engineer.

Umair Tareen brings twelve years in enterprise data, including a decade across banks and six years at MUFG. Those systems lived under audit. Ledgerproof's habits come from that environment: redaction pipelines, append-only logs, and evidence that survives hostile review.

He installs Ledgerproof personally, in your environment, and you keep what he builds.

Umair Tareen in a financial-services operations office
Umair TareenForward-deployed AI and data engineer

Straight answers.

Does sensitive data pass through LedgerProof servers?

No. There are no LedgerProof servers in the data path. The gateway runs on customer-controlled infrastructure, and model keys stay there.

Which AI backends does it support?

OpenAI, Anthropic, or fully local through Ollama. Your keys, your choice, configurable per install. The public demo uses a deterministic local stub.

What stops staff from using ChatGPT on a phone?

Nothing technical, and anyone claiming otherwise is selling surveillance. The install pairs a governed path with a signed policy and staff onboarding. The Evidence Pack states exactly what the control covers.

We already have Microsoft Purview, Copilot, or model guardrails. Why this?

Those are real controls and may be the better fit for their native environments. Ledgerproof is compelling when you want a smaller self-hosted, model-neutral boundary with a readable policy, local metadata-only audit trail, and portable evidence you can verify offline. It complements an enterprise security stack rather than pretending to replace one.

Does it protect more than Social Security numbers?

Yes. The shipped profiles cover accounting and payment data plus text-based healthcare and bank-risk identifiers such as EINs, accounts, names, dates, MRNs, NPIs, plan IDs, addresses, email, phone, IPs, device IDs, licences, vehicles, and biometric references. Detection is contextual and must be tested against each customer's synthetic examples before live use.

Is this priced per seat?

No. The install is scoped by environment, workflow, backend, and support boundary. The customer owns the gateway, policy, log, and every Evidence Pack. Quarterly assurance is optional.

Is this legal advice?

No. Ledgerproof is an engineering control mapped to professional duties. Your counsel and your judgment stay in charge.

A 15-minute walkthrough

Use a synthetic example. Never send sensitive data here.

Tell Umair the team size, sector, and first workflow. You will get two time options within two business days.

Sample data onlyNo obligationTwo-day reply

Prefer email? bo.umair@gmail.com

Guided conversation

One clear answer at a time.

Mira answers from approved LedgerProof product facts. She does not accept free-form patient information or provide medical, legal, or compliance advice.

Mira

Choose a question. I’ll keep the answer inside LedgerProof’s approved scope.

Mira is a fictional AI-generated guide for LedgerProof Health. Her scripts and answers are reviewed by LedgerProof.