Last updated: May 29, 2026
FinsightCFO (“we,” “us,” or “our”) provides AI-assisted CFO reports for small businesses. You send us your financial files, our team reviews and analyzes them, and we send a completed report back to you. This policy explains what information we collect, how we use it, and how we protect it.
We use the information you submit solely to deliver the service you requested: reviewing your numbers, performing AI-assisted analysis, building your report, and communicating with you about it.
AI processing: Your submitted financial data is processed by third-party AI models (including Anthropic's Claude) to assist with analysis and report generation. This means your data is transmitted to and processed by these AI services as part of producing your report. We do not use your data to train AI models, and we select AI providers with enterprise-grade data handling policies. By submitting your files, you consent to this processing. If you have concerns about AI processing of your data, please contact us before submitting.
Our reports are AI-assisted and may contain errors or inaccuracies. You should independently verify important figures before making financial decisions based on our reports.
Please do not send passwords, bank login credentials, Social Security numbers, or other unnecessary sensitive personal information. We do not need them to produce your report, and we ask that you keep them out of your submissions.
We take reasonable measures to protect the information you share with us and limit access to the people who need it to do the work. Please be aware that information sent by email is not encrypted end-to-end; if you would prefer a more secure way to share documents, contact us and we will arrange one. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
We do not sell your information. We share it only as needed to provide the service (for example, with trusted tools we use to analyze data), or where required by law. Any service providers we use are expected to handle your information responsibly.
We keep your submitted files and reports only as long as needed to provide the service and meet legitimate business or legal requirements. You may ask us to delete your information, and we will do so where we are not required to retain it.
You can ask us what information we hold about you, request a copy, or ask us to correct or delete it. To make a request, email contact@finsightcfo.org.
We may update this policy from time to time. When we do, we will revise the “last updated” date above.
Questions about privacy? Email us at contact@finsightcfo.org.