Privacy Policy

1. Introduction

At Finosent, we understand that privacy is paramount when you trust us with your financial documents. This Privacy Policy explains how our AI-driven financial planning platform collects, uses, stores, and protects your personal information and uploaded documents.

By using our AI for financial analysis services, you consent to the data practices described in this policy. We are committed to maintaining the trust you place in our finance AI platform.

2. Information We Collect

When you use our AI financial statement analysis platform, we collect the following types of information:

Account Information

• Email address and name during registration
• Authentication credentials (securely hashed)
• Profile preferences and settings
• Billing information for paid subscriptions

Document Data

• Financial documents you upload for AI analysis
• Queries and questions you ask about your documents
• Analysis results and exported data

Usage Information

• Log data including IP address, browser type, and access times
• Feature usage patterns to improve our AI-driven financial planning tools
• Error reports and performance metrics

3. How We Use Your Information

We use your information to provide and improve our finance AI services:

• Service Delivery: Processing your documents through our AI financial statement analysis engine
• Account Management: Managing your account, authentication, and token balance
• Communication: Sending service updates, security alerts, and support responses
• Improvement: Analyzing usage patterns to enhance our AI for financial analysis capabilities
• Security: Detecting and preventing fraud, abuse, and unauthorized access

4. Document Security and AI Processing

Your financial documents require the highest level of protection. Here's how our AI-driven financial planning platform handles your data:

• Encryption: All documents are encrypted in transit (TLS 1.3) and at rest (AES-256)
• Isolation: Your documents are processed in isolated environments
• No Training: Your documents are never used to train our AI models
• Temporary Processing: Documents are processed in memory and not permanently stored unless you choose to save them
• Deletion: You can delete your documents and analysis history at any time

5. Data Sharing and Third Parties

We do not sell your personal information or document data. We may share limited information with:

• AI Providers: We use third-party AI models (OpenAI, Google, Anthropic) to power our AI financial statement analysis. Document content is sent to these providers for processing under strict data processing agreements.
• Payment Processors: Stripe processes payments securely; we never store full payment card details
• Infrastructure Providers: Cloud hosting services that maintain our secure infrastructure
• Legal Requirements: When required by law or to protect our rights

6. Data Retention

We retain your data according to the following policies:

• Account Data: Retained while your account is active and for 30 days after deletion request
• Documents: Retained only if you choose to save analysis history; otherwise processed and discarded
• Usage Logs: Retained for up to 90 days for security and debugging purposes
• Billing Records: Retained as required by tax and financial regulations

7. Your Privacy Rights

You have the following rights regarding your data on our finance AI platform:

• Access: Request a copy of your personal data
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your account and associated data
• Export: Download your data in a portable format
• Opt-out: Unsubscribe from marketing communications

To exercise these rights, contact us on LinkedIn.

8. Cookies and Tracking

Our AI-driven financial planning platform uses cookies for:

• Essential Cookies: Required for authentication and core functionality
• Preference Cookies: Remember your settings like dark/light mode
• Analytics Cookies: Help us understand how users interact with our AI for financial analysis tools

You can control cookies through your browser settings, though some features may not function properly without essential cookies.

9. International Data Transfers

Our AI financial statement analysis services may process data in various locations. We ensure appropriate safeguards are in place for international transfers, including standard contractual clauses and compliance with applicable data protection regulations.

10. Children's Privacy

Finosent is not intended for users under 18 years of age. We do not knowingly collect personal information from children. If you believe a child has provided us with personal data, please contact us immediately.

11. Security Measures

We implement comprehensive security measures to protect your data:

• SOC 2 Type II compliant infrastructure
• Regular security audits and penetration testing
• Employee access controls and security training
• Incident response procedures
• Continuous monitoring and threat detection

12. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes via email or through our finance AI platform. Your continued use after changes constitutes acceptance of the updated policy.

13. Contact Us

For questions about this Privacy Policy or our AI-driven financial planning data practices, please contact us: