Privacy Policy

Version 2026-04-04-v2

1. Data Collection

We collect information you provide directly: account details, uploaded financial data, and platform usage. We do not sell personal data to third parties.

2. Financial Data

Financial data uploaded to the platform is processed deterministically and stored in encrypted databases. Raw files are not shared with AI providers. AI narrative generation receives only pre-computed summary outputs, never raw uploaded data or personally identifiable information.

3. AI Processing

When AI narrative features are used, structured (non-personally-identifiable) financial summaries are sent to AI providers for interpretation. No raw files or identifying information is included in AI prompts.

4. Data Retention

Financial uploads, insights, and analytical outputs are retained as append-only records for audit traceability. Users may request data deletion subject to regulatory and contractual retention requirements.

5. Security

Data is encrypted in transit and at rest. Access is controlled via authenticated sessions and role-based permissions.

6. Contact

For data-related inquiries, contact support@noesiscfo-io.us.