Enterprise-grade security for automated financial intelligence.
Your financial data is processed via Enterprise-tier API endpoints. We enforce a Zero-Training Guarantee: your data is never used to train global LLM models.
Data resides in isolated SQL instances with Row-Level Security (RLS) and AES-256 encryption at rest. All transit is secured via TLS 1.2+.
Raw bank statements are held in temporary, encrypted processing buffers and are automatically purged within 24 hours of audit completion.
We partner exclusively with SOC2-compliant leaders: Supabase (AWS) for infrastructure and Anthropic for specialised, non-training AI processing.
CFOs can use these diagnostic questions to assess Shadow AI risk with their internal Technical and Procurement teams.
Do we have a centralised registry of all individual "Pro" AI subscriptions currently being expensed across departments?
What is our current technical process for ensuring employees aren't uploading sensitive financial data to public-tier AI models?
Which "High-Risk" vendors identified in our last statement audit have confirmed opt-outs for model training?
Are we currently paying for duplicate seats across ChatGPT, Claude, and Perplexity for the same user groups?
Do we have an automated way to reconcile AI-specific spend against our approved SaaS governance policy?