Privacy
How FinanceInbox handles financial evidence during the assisted pilot.
Data we process
FinanceInbox processes account details, business profile data, voice instructions, conversation text, bills, receipts, payment and bank evidence, sales invoice details, customer billing and tax details, extracted fields, review corrections and audit events that you choose to provide.
Why we process it
We use this data to preserve business instructions, transcribe voice when requested, store evidence privately, extract accounting facts, prepare and preserve approved invoice PDFs, support human review, detect duplicates, prepare approved exports, operate the service and investigate support requests. We do not sell customer financial data.
Processors and location
The pilot uses managed cloud storage and authentication, AWS-hosted document processing, and OpenAI for configured voice transcription, difficult-document fallback, or user-started packet analysis. Access is scoped to each Books workspace and protected by role-based policies.
Retention and control
Original evidence, including a submitted voice recording, and issued invoice PDFs are retained according to the workspace policy so their audit trails remain intact. A transcript is editable before it becomes an instruction. Workspace administrators can export their data or submit a verified deletion request. Deletion is never triggered by a single accidental click.
Pilot contact
Questions or data requests can be submitted from the in-product Pilot & data controls page or the Support page. This pilot notice will be replaced with entity-specific legal details before general availability.