Private by account
Persisted statements, transactions, plans, forecasts, assets, and liabilities are scoped to the authenticated application user.
Finance AI public beta
Understand your financial history without sharing an account.
Import supported Indian bank statements, review deterministic financial intelligence, and keep every user’s persisted data isolated behind sign-in.
You control deletion
You can permanently delete your Finance AI profile and its owned records from the signed-in workspace.
Beta limitations
This is beta software, not financial advice. Review imported classifications and forecasts before relying on them.
Public beta privacy and usage notice
Uploaded statements are processed and their financial history—including transaction descriptions and original filenames—is persisted in your isolated Finance AI account. PDF passwords are used only in memory and are not persisted.
“Apply and Remember” corrections and custom classification options may be stored in this browser’s localStorage. Finance Copilot is disabled for this beta.
Beta results may contain errors and are not financial advice; verify classifications, balances, and projections. “Delete my Finance AI data” removes your active database profile and owned records, and clears Finance AI browser storage on success. Backups may retain deleted data until their separately managed retention period expires.