Privacy Policy

FinanceModel ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, store, and disclose information when you use our financial modeling platform and related services.

1. Information We Collect

Account Information

When you create an account, we collect your name, email address, company name (if applicable), and professional role. This information is necessary to provide access to the platform and manage your account.

Uploaded Documents

You may upload files such as spreadsheets, financial data, or supporting documents. These files are stored securely and used only to provide the services you request.

Models and Outputs

Financial models, calculations, assumptions, and outputs you create within the platform are stored to enable you to access, edit, and share your work.

Usage Data

We collect information about how you interact with the platform, including features accessed, actions taken, and session duration. This data helps us maintain and improve the service.

2. How We Use Information

We use the information we collect to:

Provide, operate, and maintain the financial modeling platform
Process your requests and deliver the services you use
Respond to inquiries and provide customer support
Send administrative communications, including service updates and security notices
Monitor and improve platform reliability, performance, and security
Comply with legal obligations

3. AI & Automated Processing Disclosure

Our platform includes an AI-assisted feature called Finny that provides guidance, suggestions, and contextual assistance while you work with financial models.

How Finny Works

Finny processes model context that you choose to share to provide relevant guidance
Finny assists with tasks but does not make autonomous financial decisions on your behalf
AI interactions are logged for audit and support purposes
You control what information is shared with Finny during your session

Important

Your data is not used to train AI models. We do not use customer data for cross-customer model training or to improve AI capabilities for other users.

For comprehensive information about AI capabilities, limitations, and controls, see our AI Usage Disclosure.

4. Data Storage & Security

We implement technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction.

Data is encrypted in transit and at rest
Access to data is restricted based on role and necessity
Organization-level data isolation ensures your data is logically separated from other customers
We maintain audit logs of significant system events and data access
We conduct regular security reviews and monitoring

No method of transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

5. Data Sharing

We do not sell your personal information or model data.

We may share information in the following limited circumstances:

Service Providers: We work with third-party providers who assist in operating our platform (such as hosting, email delivery, and customer support). These providers are contractually obligated to protect your information and use it only for the services they provide to us.
Legal Requirements: We may disclose information if required by law, regulation, legal process, or governmental request.
Protection of Rights: We may disclose information to protect the rights, property, or safety of FinanceModel, our users, or others.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide services. We also retain information as necessary to comply with legal obligations, resolve disputes, and enforce agreements.

Account and profile information is retained while your account remains active
Models and uploaded documents are retained until you delete them or close your account
Usage logs and audit records are retained for a limited period as required for operational and compliance purposes

You may request deletion of your account and associated data at any time by contacting us (see Contact Information below).

For comprehensive information about data ownership, export options, and deletion procedures, see our Data Ownership & Deletion Rights page.

7. User Rights

Depending on your location and applicable law, you may have the following rights regarding your personal information:

Access: Request a copy of the personal information we hold about you
Correction: Request correction of inaccurate or incomplete information
Deletion: Request deletion of your personal information, subject to legal retention requirements
Export: Request a portable copy of your data in a structured format
Objection: Object to certain processing activities where applicable

To exercise any of these rights, please contact us at the address provided below. We will respond to your request in accordance with applicable law.

8. Cookies & Tracking

We use cookies and similar technologies to operate and secure the platform. Our use of cookies is limited to functional purposes:

Essential Cookies: Required for authentication, security, and core platform functionality
Preference Cookies: Remember your settings and preferences

We do not use advertising cookies or third-party ad tracking.

You can control cookies through your browser settings. Disabling essential cookies may affect your ability to use the platform.

9. Contact Information

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us:

Privacy Inquiries

privacy@financemodel.app

We will acknowledge your request and respond within a reasonable timeframe in accordance with applicable law.

Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by posting the updated policy on this page and updating the effective date. Your continued use of the platform after changes become effective constitutes acceptance of the revised policy.