Security & Privacy
How FinIQ handles your financial documents and data.
Documents are never stored
When you upload a board pack or financial statement, it is processed immediately and deleted from our servers. We do not retain copies of your documents. Once analysis is complete, the original file is permanently removed.
Analysis results are encrypted and private
The extracted financial data and analysis results are stored securely on our servers and are only accessible to your account. Results are not shared with other users, third parties, or FinIQ staff. You can delete your analysis history at any time.
AI processing via Anthropic's enterprise API
Financial data is processed using Claude, Anthropic's AI model, via their API. We have opted out of data training, meaning Anthropic does not use your data to train AI models. Their data handling practices comply with SOC 2 Type 2 standards. You can review Anthropic's privacy policy at anthropic.com/privacy.
Encrypted in transit
All data transmitted between your browser and FinIQ is encrypted using HTTPS/TLS. We do not accept unencrypted connections.
Minimal data collection
We collect only your email address to manage your account and credit balance. We do not collect payment card details (handled by Shopify's PCI-compliant payment infrastructure). We do not sell or share your personal data with third parties.
What we recommend for highly sensitive documents
For commercially sensitive or legally privileged documents, we recommend uploading only the financial statement pages rather than the full board pack. You can use your operating system's Snipping Tool to capture just the P&L, Balance Sheet, and Cash Flow pages as images.
Last updated: March 2026 · FinIQ by CFO In A Box · cfoinabox.store