AI and Your Data
The dashboard uses AI in two places: answering questions about your figures on the Insights page ("Ask about your numbers"), and drafting the monthly notes your accountant at Ease Your Accounting ("EYA") reviews before you see them. This page explains exactly what is sent, to whom, and what is never sent.
1. Which AI we use
We use Claude, made by Anthropic, through Anthropic's commercial API. Under Anthropic's Commercial Terms, Anthropic may not train its models on the content we send or the answers it returns.
2. What is sent
- When you ask a question: your question, your last three questions and answers in the same conversation, and summarised figures for the business you are viewing: up to 24 months of monthly profit and loss totals, account totals for the period you are viewing and the same period last year, month-end balance sheet totals, the currency, and company display names.
- When EYA drafts a monthly note: summarised figures for the period: totals and margins by company, the accounts that changed most, your industry KPIs, month-end cash and ratios as shown in your books, the dashboard's own checks, and company display names.
The figures are gathered on our server with the access of the person asking, so a question can only use figures that person is allowed to see.
3. What is never sent
- Passwords, sign-in details or connection keys for your accounting software or bank
- Your documents and files
- Individual transactions or invoices, and anything from bank connections (account numbers or live balances)
- Employee names, wages or other payroll details
- Names or email addresses of the people who use the dashboard
4. How long it is kept
- At Anthropic: Anthropic says it deletes API inputs and outputs within 30 days, except where content is flagged under its usage policy or must be kept by law.
- At EYA: we keep each question and answer with your account so you and your accountant can see them again, and to enforce a daily question limit. They are deleted with your other dashboard data when you ask us to delete it.
5. Human review
AI answers to your questions are shown to you directly and may contain mistakes; they are based only on the figures above and are not tax, legal or investment advice. Monthly notes are always reviewed and edited by EYA before you can see them.
6. Your choices
You do not have to use the AI features: the rest of the dashboard works without them. If you would like AI features turned off for your business, or want your saved questions deleted, email us and we will do it.
7. Changes and contact
If we start using a different AI provider or send different information, we will update this page before the change and tell clients. Questions: contact@easeyouraccounting.com. See also our Privacy Policy.