AI Disclosure
Preservely is an AI product. This page explains where AI is used, what it can and can't do, what information AI providers receive, and how you stay in control. It adds to our Disclosures, Privacy Policy and Terms of Service.
1. You're interacting with AI
When you ask Preservely a question, chat with its agent, or read a summary, insight, or suggestion in the app, that content is generated or assisted by AI. It is not written or reviewed in real time by a person, and it is not a conversation with a financial professional.
2. Where Preservely uses AI
- Answering your questions in plain language, using your connected accounts and the goals, rules and preferences you've set.
- Summaries and insights, such as a daily summary or a change in your spending.
- Agent inbox items, such as an unusual charge, a goal that's slipping, or a scheduled check.
- Suggested updates to your Financial Brain, such as a goal or rule it noticed from your data or your conversations.
Calculations such as balances, totals, and affordability math are run as calculations on your data. AI is used to understand your question and explain the result.
3. You stay in control
- Nothing counts until you confirm it. Facts the AI suggests for your Financial Brain are marked as suggestions until you confirm them. You can edit or delete anything in your Brain.
- No money moves on its own. Preservely does not execute trades, transfers, payments, or any financial transaction on your behalf. See Disclosures, section 6.
- You choose what's shared. Your Financial Passport includes only what you choose to share, and never your account numbers or bank logins.
4. Limits of AI
AI can be wrong. It can misread a question, rely on data that is delayed, incomplete, or miscategorized, or state something incorrect with confidence. Flags such as an unusual charge are signals, not determinations: Preservely can miss something or flag something that's fine, and it is not a replacement for your bank's fraud protection. Check anything important before you act on it, and contact your bank directly about a suspected unauthorized charge.
5. Not financial advice
AI-generated content in Preservely is for informational and educational purposes. It is not investment, tax, or legal advice, and it is not a recommendation to buy, sell, or hold any security. Preservely is not a registered investment adviser. Consider a licensed professional for decisions that depend on your full circumstances.
6. What AI providers receive
Preservely uses third-party AI model providers. When a feature needs AI, we send only what that request needs, such as your question and the relevant figures. We don't send your name, email address, account numbers, or bank login credentials. We use providers under terms that do not permit them to use your requests to train their models, and Preservely does not use your data to train AI models. Details are in our Privacy Policy.
7. Using your Passport with other AI services
When you copy or share your Financial Passport into another AI service, such as ChatGPT, Claude, or Gemini, you share the financial figures you chose to include, such as balances, spending, goals, and rules, but never your account numbers or bank logins. That service generates its own answers under its own terms and privacy policy. Preservely doesn't control, review, or take responsibility for those answers. Shared information is handled by that service once you share it.
8. How we oversee AI
We test AI features before release, review reported problems, and limit AI to the tasks described above. We may change the AI models or providers we use to improve quality, safety, or cost. When a change affects how your data is handled, we'll update this page and our Privacy Policy.
9. Report a problem
If an answer looks wrong, harmful, or misleading, tell us at support@preservely.ai. Reports help us fix mistakes and improve Preservely for everyone.