Privacy Policy

Your privacy is important to us. Learn how we collect, use, and protect your information.

Last updated: October 19, 2025

Introduction

FinanceAI Inc. ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered financial document processing API and related services.

By using our services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, do not use our services.

Information We Collect

Personal Information

Information you provide directly to us when you create an account or use our services:

  • • Name and email address
  • • Company information
  • • Billing and payment information
  • • API usage preferences
  • • Communication preferences

Document Data

Information contained in documents you upload for processing:

  • • Bank statements and transaction data
  • • Receipt and invoice information
  • • Financial document metadata
  • • Extracted data results

Important: Financial documents are processed securely and deleted within 24 hours unless you specify otherwise.

Usage Information

Information automatically collected when you use our services:

  • • API usage patterns and frequency
  • • Device and browser information
  • • IP address and location data
  • • Website interaction data
  • • Error logs and performance metrics

How We Use Your Information

We use the information we collect for the following purposes:

Service Delivery

  • • Process financial documents using AI
  • • Provide API access and functionality
  • • Generate usage reports and analytics
  • • Maintain and improve service quality

Account Management

  • • Create and manage user accounts
  • • Process billing and payments
  • • Provide customer support
  • • Send service notifications

Security & Compliance

  • • Detect and prevent fraud
  • • Ensure data security
  • • Monitor for unauthorized access
  • • Comply with legal requirements

Service Improvement

  • • Analyze usage patterns
  • • Improve AI model accuracy
  • • Develop new features
  • • Optimize performance

Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties except as described below:

Service Providers

We may share information with trusted third-party service providers who assist us in operating our platform, conducting business, or serving our users, provided they agree to keep this information confidential.

Legal Requirements

We may disclose information when required by law, such as to comply with a subpoena or similar legal process, or when we believe disclosure is necessary to protect our rights or safety.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

Data Security

We implement comprehensive security measures to protect your information:

Encryption

  • • TLS 1.3 encryption in transit
  • • AES-256 encryption at rest
  • • End-to-end encrypted API calls

Access Control

  • • Multi-factor authentication
  • • Role-based access control
  • • Regular access reviews

Infrastructure

  • • SOC 2 Type II certified
  • • Regular security audits
  • • Isolated processing environments

Monitoring

  • • 24/7 security monitoring
  • • Intrusion detection systems
  • • Automated threat response

Data Retention

Document Processing Data

Financial documents you upload for processing are automatically deleted within 24 hours of processing completion, unless you explicitly request longer retention for your records.

Account Information

We retain your account information for as long as your account is active or as needed to provide you services. You may request account deletion at any time.

Usage Data

Aggregated and anonymized usage data may be retained for up to 3 years for service improvement purposes.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

1

Access

Request access to your personal information we hold

2

Correction

Request correction of inaccurate or incomplete information

3

Deletion

Request deletion of your personal information

4

Portability

Request transfer of your data to another service provider

5

Objection

Object to processing of your personal information

International Data Transfers

Our services are hosted in the United States. If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States.

We ensure that any international transfers comply with applicable data protection laws and implement appropriate safeguards to protect your information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

  • • Posting the updated policy on our website
  • • Sending you an email notification
  • • Displaying a prominent notice on our platform

Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

Privacy Officer: privacy@financeai.com

General Inquiries: support@financeai.com

Address: 123 Innovation Drive, San Francisco, CA 94102

Phone: +1 (555) 123-4567