Privacy Policy

We collect the data you provide (destinations, accounts, holdings, uploaded documents) to operate the service. We do not sell personal information.

We never collect financial-institution passwords. Uploaded documents are stored privately and are sent to your chosen AI provider only after you consent. You can set a retention period or delete documents at any time.

AI API keys are encrypted at rest and are never returned to your browser.

You can export or delete your data from Settings → Privacy.