Personal and business finance MVP

Export and delete data

A finance planning product should make user control visible before data integrations become complex.

Start planning Open tools

Planning software only. FinPilot AI does not provide investment, tax, legal, lending, insurance, or accounting advice.

Help

Users should be able to export review memos and assumptions for a household meeting or advisor conversation.

Deletion should explain which planning records, files, and connected-account references are removed.

For business users, exports should preserve the assumptions behind a runway or cash-flow decision.

The current static MVP processes calculator inputs locally in the browser.

Last reviewed: 2026-06-17. This help content is product guidance, not financial advice.