CFO AI
A private, personal finance assistant.
CFO AI brings your own financial accounts together in one private dashboard so you can see your balances, investments and spending in one place and ask questions about them. It is a personal tool for the account owner; it is not a bank, broker or financial advisor and does not move money or place trades.
What data we access
With your permission, granted through Plaid, CFO AI reads:
- Account details and balances
- Transactions
- Investment holdings and investment transactions
Access is read-only. CFO AI never receives your bank username or password; you sign in to your bank directly through Plaid.
How your data is used
- Only to show you your own accounts and help you analyze your spending and investments.
- Your data is never sold, shared with third parties, or used for advertising.
How your data is protected
- Access credentials are stored in an encrypted, access-controlled key vault, never in plain text.
- Financial data is stored privately with owner-only access.
- Data is transmitted over encrypted connections (TLS).
Your choices
You can disconnect an account at any time, either by contacting us or through Plaid Portal. When an account is disconnected, CFO AI stops accessing it, and you can ask for its stored data to be deleted.
Contact
Questions about privacy or security: jamesdonhawkins@gmail.com