AI use & safety

Important: This page is a product disclosure template, not legal advice. Have counsel review for your jurisdiction and regulated-use obligations.

What the AI feature does

PocketFlow may provide AI-generated budgeting explanations and suggestions based on account and transaction data in your workspace. Responses are generated by a third-party model provider (Gemini) configured by PocketFlow.

What the AI feature does not do

• It does not provide investment, tax, legal, accounting, credit repair, or debt restructuring advice.
• It does not guarantee accuracy, completeness, or fitness for your specific goals.
• It is not a substitute for a licensed professional.

User safety cautions

• Verify any AI output against your bank records and official statements before taking action.
• Do not paste highly sensitive data (SSNs, account/card numbers, passwords, API keys, health data).
• Do not use AI output as the sole basis for major financial decisions.

Data handling

When AI is enabled, prompts and selected financial context may be sent to the AI provider to generate responses. The provider may process this content under its own terms. See our Privacy Policy and Terms of Service.