Privacy Policy

AI Finance Office LTD is a company registered in England and Wales (Company No. 17129776).

• Contact information you provide (name, email, phone number) when booking a discovery call or contacting us
• Information you share during consultations and engagements
• Website usage data (page views, referral source) if analytics are added in future
• Communication records (emails, meeting notes)

• To respond to enquiries and book discovery calls
• To deliver our consulting services
• To send you relevant information about AI Finance Office services (only with your consent)
• To maintain records of our engagements for legal and professional obligations

• Legitimate interest — Where you have expressed interest in AI finance solutions, we process your data on the basis that you are interested in our services and it is reasonable for us to follow up. You can opt out at any time.
• Contract — Where we are delivering consulting services under an engagement agreement.
• Consent — Where you have opted in to receive marketing communications.
• Legal obligation — Where we need to retain records for tax, accounting, or regulatory purposes.

We use the following third-party platforms to store and process data:

All third-party providers are based in the US or EU and provide adequate data protection safeguards (Standard Contractual Clauses or equivalent).

During consulting engagements, we may process client financial data (transaction listings, trial balances, invoices). This data:

• Is processed via Anthropic Claude under a commercial Data Processing Agreement
• Is transmitted securely to Anthropic's infrastructure and is never used to train AI models
• Is not retained after the engagement ends unless explicitly agreed in writing
• Is subject to UK GDPR international transfer safeguards (UK Addendum to EU Standard Contractual Clauses)

Under UK GDPR, you have the right to:

You can also withdraw consent at any time for marketing communications.

To exercise any of these rights, contact: info@aifinanceoffice.com

This website is a static HTML file and does not set cookies. If you use our Calendly booking link, Calendly may set cookies on their own domain — please refer to Calendly's cookie policy.

If we add analytics or tracking in future, this policy will be updated and a cookie consent mechanism will be implemented.

We take appropriate technical and organisational measures to protect your data, including:

We may update this policy from time to time. The "last updated" date at the top will be revised accordingly. Material changes will be communicated directly where we hold your contact details.

If you are unhappy with how we handle your data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):

We would appreciate the opportunity to resolve any concerns directly before you contact the ICO. Please email info@aifinanceoffice.com in the first instance.