A six-point diligence framework for AI vendor pitches

In tax, accounting, and advisory practice. Six public-record checks any CPA can run from a phone in about 20 minutes. Free. No login.

Run the six checks Read the framework

The six checks

Each check points to a free public tool. None of them require contacting the vendor. Together they form a vendor-neutral diligence framework.

Check 1
Track-record substantiation
Tool: SEC EDGAR
How to check this yourself
Check 2
Patent claims
Tool: USPTO Patent Assignment Search
How to check this yourself
Check 3
Performance & investment claims
Tool: SEC IAPD
How to check this yourself
Check 4
Legal pages on the deployed surface
Tool: Vendor's own site footer
How to check this yourself
Check 5
Structured-data integrity
Tool: Schema.org documentation
How to check this yourself
Check 6
Tech-stack disclosure
Tool: BuiltWith
How to check this yourself

Run the framework yourself

Enter a vendor name, answer six questions, and see your diligence score in under 20 minutes. You can email yourself a PDF of your responses afterward.

Start the survey

Why this framework exists

CPAs are pitched six-figure AI software bundles every conference season. Many are well-substantiated; some are not. The framework is a tool, not a verdict: it tells you which questions to ask and which public records will answer them.

The site is maintained by MDN Solutions LLC, itself an AI-vendor operator. We are subject to the same six standards.