How FinOptimal uses AI with your data

FinOptimal's AI features are powered by Claude, built by Anthropic, which we access through Anthropic's commercial API.

Your data is never used to train AI models. Anthropic's commercial terms state: "By default, we will not use your inputs or outputs from our commercial products (e.g. Claude for Work, Anthropic API…) to train our models." FinOptimal has not opted into any data-sharing or training program, so nothing you send through our platform contributes to model training.

Anthropic does not keep your data. Anthropic processes each request transiently and automatically deletes API inputs and outputs from its systems within 30 days, except where limited retention is required for safety or legal compliance. Anthropic acts solely as a data processor — your data is never shared with other Anthropic customers or used for any purpose beyond answering your request.

Your data stays with FinOptimal. Your conversations, reports, and uploaded documents are stored in FinOptimal's own database and private cloud storage on Google Cloud, isolated per company, encrypted in transit and at rest, and used only to provide the service — for example, so you can revisit a conversation or a saved report. Access is limited to your team and authorized FinOptimal personnel supporting your account.

We send only what's needed. When you use an AI feature, we send Anthropic only what's required to answer your request: your question, the relevant conversation history, and the financial data or documents that feature works with.