Manual-first setup
Users can test the workflow with starting balances, recurring income, bills, invoices, and goals.
Personal and business finance MVP
Data and privacy basics
The MVP is designed to work with manual inputs first and add richer data only when the user is ready.
Planning software only. FinPilot AI does not provide investment, tax, legal, lending, insurance, or accounting advice.
Help
Data and privacy basics
Sensitive data
Do not upload data that is not needed for the planning task. Redact unnecessary identifiers from documents.
Account connections
When account connections are introduced, the product should clearly explain provider, scope, refresh cadence, and revocation.
Export and deletion
A finance product should make it easy to export a plan and request deletion of workspace data.
Last reviewed: 2026-06-17. This help content is product guidance, not financial advice.