PRIVACY

Privacy

FinServAI is designed to keep the public demo lightweight: waitlist data is submitted to Supabase, while demo prompts are sent through a server-side Claude route and are not stored by this app.

Data collected

The waitlist form collects first name, last name, work email, company, vertical, and plan interest. This information is used for early-access follow-up and onboarding.

Demo prompts

The demo endpoint forwards prompts to Anthropic to generate a response. This app does not write demo prompts to its own database. Do not submit confidential client, account, transaction, or MNPI data into the public demo.

Professional review

Generated outputs are drafts only and require human professional review. They are not legal, tax, accounting, compliance, investment, or financial advice.