AI Usage Disclosure

1. Overview of AI Assistance

FinanceModel includes an AI-assisted feature called Finny, designed to support users in their financial modeling workflow. Finny is an assistive system—it provides guidance, explanations, and orchestration support, but does not replace human judgment or decision-making.

Purpose of AI Assistance

Provide contextual guidance during model building and analysis
Offer explanations of calculations, formulas, and outputs
Assist with workflow orchestration and task coordination
Support troubleshooting and error resolution

Finny is a tool to enhance productivity and reduce friction—not to automate financial decision-making.

2. What Finny Does

Finny provides the following types of assistance within the FinanceModel platform:

Model Interpretation

Helps users understand model outputs, calculations, and relationships between variables.

Workflow Assistance

Guides users through multi-step processes, exports, and data management tasks.

Troubleshooting Support

Identifies potential issues in models and suggests corrective actions for user review.

Contextual Guidance

Provides relevant help and documentation based on the user's current task.

3. What Finny Does Not Do

To maintain appropriate boundaries and user control, Finny is explicitly designed with the following restrictions:

Finny Does Not:

Make autonomous financial decisions — All financial decisions require explicit user action
Provide investment advice — Finny does not recommend specific investments, securities, or trading strategies
Provide legal or tax advice — Finny does not interpret legal requirements or tax implications
Execute actions without confirmation — Significant actions require user approval before execution
Access external systems autonomously — Finny operates within the FinanceModel platform boundaries

Finny is a support tool. Users bear full responsibility for the accuracy and appropriateness of financial decisions made using the platform.

4. Human-in-the-Loop Controls

FinanceModel employs human-in-the-loop principles to ensure users remain in control of their data and decisions:

User Responsibility

Users are responsible for all inputs provided to the platform and all decisions made based on platform outputs. Finny assists but does not decide.

Explicit Confirmation

Actions with significant consequences—such as data exports, model changes, or sharing—require explicit user confirmation before execution.

Override Capability

Users can override, modify, or reject any suggestion made by Finny. AI suggestions are never automatically applied.

Session Control

Users control what information is shared with Finny during their session and can limit AI interactions at any time.

5. Data Usage & Training Boundaries

FinanceModel maintains strict boundaries on how customer data is used in relation to AI features:

Data Protection Commitments

No cross-customer training — Your data is never used to train AI models that serve other customers
No reuse for model improvement — Customer data is not used to improve or fine-tune AI capabilities for other users
Organization-level isolation — Each organization's data is logically isolated and processed independently
Session-based processing — AI interactions process data within your session context only

For complete details on data handling, storage, and retention, please refer to our Privacy Policy.

6. Explainability & Transparency

FinanceModel is committed to making AI-assisted features understandable and traceable:

Explainable Outputs

Finny provides explanations for its suggestions and guidance. Users can understand the reasoning behind AI-generated content.

Audit Trails

AI interactions are logged for audit and support purposes. Organizations can review AI-assisted actions taken within the platform.

Clear Labeling

AI-generated suggestions and content are clearly identified as such, distinguishing them from user-created content.

7. Limitations

Users should be aware of the following limitations when using AI-assisted features:

Important Limitations

Assistance may be incomplete — AI suggestions may not cover all relevant considerations for a given task
Outputs may contain errors — AI-generated content may include inaccuracies and should be verified
Context limitations — Finny operates based on information provided during the session and may lack broader context
Not a substitute for expertise — AI assistance does not replace professional financial, legal, or tax advice

Users must validate all AI-assisted outputs before relying on them for financial decisions, reporting, or other consequential purposes.

8. Contact & Questions

If you have questions about AI usage, data handling, or this disclosure, please contact us:

AI & Privacy Inquiries: privacy@financemodel.com

General Support: support@financemodel.com

Enterprise Compliance: enterprise@financemodel.com

We aim to respond to all inquiries within 5 business days.