Privacy
Last updated: October 2026 (beta)
This page explains how FinScope handles your information in plain language. It isn’t a claim of certification against every privacy law, and it isn’t legal advice. Where local privacy law says something different, that law applies.
What we store
The documents you upload, the transactions we extract from them, the reports you generate, and, if you reach out for help, your support conversation and any files you attach. Messages sent through the public Contact form are kept separate from your signed-in support history.
How your files are kept
Your files are stored privately, not in a public location. Every request for your data goes through FinScope’s own servers first, and nothing is served straight from storage. Support attachments are shared using links that expire, never a permanent public address.
How documents are read
To turn a document into transactions, FinScope sends it to an AI document-reading service. The reader proposes rows; they only count once they pass FinScope’s own checks against the balances printed on the statement.
Where we are today
FinScope is in a free beta while we finish hardening sign-in and account security ahead of general availability. Please don’t upload documents you’re not comfortable testing with.
Beta: how your data may be used to improve the reader
During the beta, the AI document-reading service we use runs on a free tier. Under free-tier terms, the provider may keep and use the content we send it, which includes the documents you upload and what is read from them, to improve its own products and models. FinScope also looks at how documents were read (for example which kinds of document fail, and how often) so we can improve the reader. That review uses reasons, counts and dates, not the text of your documents.
So please upload only documents you are comfortable using for testing. If you can, remove names and full account numbers first. We do not sell your documents or use them for advertising.
Before the beta ends we plan to move document reading to a paid service tier whose terms do not allow customer content to be used for model training, and we will update this page when that happens. Signing in during the beta means you accept this.
Retention and deletion
Deleting a source document removes the file. The transactions that came from it stay in your Library, clearly marked as having a deleted source, unless you also choose to remove them. We don’t pretend they never existed, and we don’t silently rewrite your history. Deleting your whole account is not self-service yet: ask us through Support and we will help. Contact-form submissions are kept for 24 months after your request is closed, then deleted.
Consent
Uploading a document is not consent for marketing or any other secondary use. The one exception is described under “Beta: how your data may be used to improve the reader” above, which you accept by signing in during the beta. Consent given through the Contact form is separate from any optional consent you give elsewhere.
Changes to this notice
This notice will keep evolving as FinScope moves toward general availability, and we will update this page when it does.
Questions about this page? Use the contact page.