Connected accounts
Plaid account metadata, balances, and transactions for financial summaries and decision support.
PrivacyFinancialOS policy
Privacy policy for connected accounts and uploaded financial documents.
FinancialOS collects only the financial data required to provide read-only planning, readiness, and capital decision support features. We do not use account data for payment initiation or third-party resale.
What we collect
The platform stores account metadata, balances, transactions, uploaded statements, and operator-entered planning data that are necessary to power FinancialOS workflows.
Uploaded statements
Bank and credit card statements stored privately and processed server-side for extraction and lifecycle tracking.
Operator records
Projects, actions, decisions, reminders, reviews, and saved scenarios created by the authenticated operator.
How data is used
Read-only decision support
- Liquidity, debt, and obligation summaries
- Spend leakage and debt-optimization analysis
- Project funding and scenario planning
- Decision journaling, review, and calibration
Consent and control
User-initiated access
- Plaid Link is initiated by the user
- Document uploads are initiated by the user
- Owner-scoped signed document URLs expire automatically
- Deletion requests follow the retention policy