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.

  1. Your account's data is encrypted and isolated to its own database; only redacted tokens are ever sent to an AI provider.
  2. When you use an AI narration or interpretation feature, note that amounts and names are replaced with opaque tokens before the request is made.
  3. The deterministic math (balances, variance, escalation) runs in code, so the model never needs raw amounts.
  4. 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.