Source-governed AI infrastructure

Govern your business knowledge for AI.

SourceLedger helps you organize documents, policies, procedures, and workflows into a governed knowledge layer your AI can safely use.

Start Readiness Intake Request Consultation

Managed SourceLedger deployments by AI Business Consultants (AiBC).

The problem

Your business already knows the answer.

The problem is not missing knowledge. It is making sure AI uses the right sources, ignores the wrong ones, and shows where its answer came from.

What you already have

Trusted knowledge already lives in your business — scattered across files, tools, and teams.

SOPs Contracts Policies Onboarding Reports Client materials Internal memos Workflow guides

What AI gets wrong without it

Without a governed source layer, AI quietly mixes the wrong material into its answers.

Answers from outdated documents
Public and private material mixed together
Claims with no source or approval trail

What SourceLedger adds

A reviewed source layer that AI calls through an API — not another document dump.

Reviewed sources, blocked until approved
Citations on every answer
Human approval before anything goes live

SourceLedger keeps sources reviewed, blocked until approved, and cited when used.

How SourceLedger works

Four steps from scattered documents to governed AI.

No bulk uploads. No unreviewed files. Every source is identified, classified, and approved before it can be retrieved by AI.

Identify your trusted sources

We map the documents, folders, policies, and workflows that matter to your business. SOPs, contracts, guides, reports — wherever they live.
Review and govern what can be exposed

Every source gets a classification. Internal, public, restricted. A human reviewer approves what the AI may access. Unknown sources stay blocked.
Deploy your SourceLedger

Your approved sources become a governed endpoint — scoped, authenticated, and maintained by AiBC. No raw file uploads. No uncontrolled corpus.
Connect your Custom GPT

Your Custom GPT calls SourceLedger through a GPT Action. The GPT answers from approved knowledge, with source citations — not from uploaded files.

What you get

Everything needed for a governed AI deployment.

From source registry to Custom GPT action package — each layer is designed to be maintained, not just launched.

Source Registry

A governed inventory of your documents — with owners, classifications, authority levels, and exposure rules.

Review and Approval Trail

New and unknown sources enter a review queue. Nothing becomes AI-accessible without explicit approval.

Governed API Endpoint

Your approved sources become a scoped, per-client API that your Custom GPT calls securely.

Custom GPT Action Package

A ready-to-use GPT Action configuration that connects your Custom GPT to SourceLedger.

Update Workflow

When documents change, the review process ensures updated sources go through approval before re-exposure.

Client Handoff Documentation

Every deployment includes documentation of sources, governance decisions, and maintenance procedures.

Safety and governance

SourceLedger governance principles

Source control is the product, not a feature. AI should answer from material your team has reviewed and approved — not from whatever was uploaded most recently.

Connected ≠ Approved

New sources remain blocked until a human reviewer signs off.

Uploaded ≠ Searchable

Storage alone does not expose content to AI. Indexing is a separate decision.

Indexed ≠ GPT-facing

Search readiness is separate from assistant access. Approval is required.

Unknown = Blocked

Unclassified material stays unavailable by default. Fail-closed, not fail-open.

From documents to cited answers

DOCUMENTS

Your files

GOVERNANCE

Reviewed

SOURCELEDGER

Served safely

CUSTOM GPT

Cited answers

Connected does not mean approved. Unknown sources stay blocked until reviewed.

"AI should not guess from your business knowledge. It should answer from governed sources your team trusts."

SourceLedger product principle

Who it's for

Built for teams where knowledge is how the work gets done.

SourceLedger is most valuable where the quality, accuracy, and provenance of AI answers matters.

Consultants and advisors

Give clients access to approved knowledge through a governed AI assistant — without sharing raw internal documents.

Proposals Reports Policies

Agencies and service firms

Build AI assistants that answer from your actual SOPs and client guides, not from general AI inference.

SOPs Guides Workflows

Professional services

Connect compliance materials, regulatory references, and internal procedures to AI with full source review.

Compliance Contracts Regulations

Research teams

Govern which research documents, citations, and reference materials your AI can access and retrieve.

Citations References Reports

Operators with scattered docs

Bring order to documents spread across drives, email, and folders — classify, govern, and connect them to AI.

Drives Files Documents

Teams building client AI assistants

Prepare governed AI assistants for handoff — with source documentation, approval trails, and update workflows.

Intake Handoff Maintenance

Common questions

Frequently asked.

Questions about SourceLedger, source governance, Custom GPT, and what onboarding actually requires.

Is this the same as uploading files into ChatGPT?

No. Uploading files into ChatGPT puts your documents directly into an open AI system with no review or access control. SourceLedger keeps your documents in a governed source layer that your Custom GPT calls through a scoped API. The GPT answers from approved excerpts — your full corpus is never uploaded.

Do I need a Custom GPT?

Not immediately. The readiness intake and managed review help us map your sources first. A Custom GPT is the most common interface for client-facing or team-facing use, but SourceLedger can also serve other AI interfaces. We help you decide what makes sense for your situation.

Can this work with Google Drive?

Yes. SourceLedger can connect to Google Drive as a source. Files found there still go through the source review and classification process — connected does not mean automatically approved.

Can we start with a small folder of documents?

Yes, and we recommend it. Starting small lets us map sources, test the governance workflow, and validate the setup before scaling. The readiness intake is designed for exactly this — we scope the first deployment around what you actually trust.

What happens when documents change?

When a source document is updated, it goes back through the review workflow before the updated version becomes AI-accessible. This keeps your AI from silently answering from outdated content.

Is this secure?

Yes. SourceLedger is designed around controlled access: per-client API keys, explicit source approval, and no bulk exposure. Internal and restricted documents are never automatically made accessible to AI. Every exposure decision is human-reviewed.

Do I need technical staff to use this?

No. Managed SourceLedger deployments are handled by AI Business Consultants (AiBC). You bring the knowledge of your sources and your business. We handle the configuration, governance setup, API deployment, and Custom GPT action.

What does onboarding require?

The readiness intake is the first step — it helps AI Business Consultants (AiBC) understand what documents you have, where they live, who owns them, what is sensitive, and what you want AI to be able to answer. No technical setup is required from you to start.

Start with your knowledge

Start by mapping the knowledge your AI should understand.

The readiness intake helps AI Business Consultants (AiBC) scope your sources before any deployment begins.