How to
How to keep data private with AI redaction
You control what any AI feature can see; sensitive values are redacted before anything is sent to any AI provider.
- Your account's data is encrypted and isolated to its own database; only redacted tokens are ever sent to an AI provider.
- When you use an AI narration or interpretation feature, note that amounts and names are replaced with opaque tokens before the request is made.
- The deterministic math (balances, variance, escalation) runs in code, so the model never needs raw amounts.
- Review the *AI redaction and data privacy* concept page for what is and is not shared.
In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.