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AI and your financial data

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Juan José Mata edited this page Jul 28, 2025 · 1 revision

The Sure app has an optional (opt-in) AI integration that allows users to chat with an LLM similar to ChatGPT.

This document provides a brief overview of how your financial data flows between the Sure app and the AI provider (i.e. OpenAI) when using this feature. Data flows slightly differently depending on which "context" you're using the Sure app in (managed vs. self-hosted).

IMPORTANT: AI is 100% opt-in

Important: You must explicitly opt in to use the AI feature. No data is sent to the AI provider unless you choose to activate this functionality.

Definitions

What is a Chat?

A chat is the entire conversation session between you and the AI.

What is a Message?

A message is a single exchange in a chat—either something you send or a response from the AI.

What is a Function call?

A function call is a request triggered during the conversation to perform a specific action within the app. This happens behind the scenes and helps the AI provide better answers.

Example

For example, if the user prompts the AI:

What is my current net worth?

The AI may issue a function request to the Sure app asking for the user's account balances. The Sure app returns this data to the AI, who then uses it to complete the response to the user with contextual financial data.

The Sure app never sends personally identifiable information to the AI (e.g. email address, name, account numbers)

Where chat data is stored

  • Managed Version:
    There is no managed version currently.

  • Self-hosted Version:
    Your chat data remains within your own infrastructure (but your financial data may still be sent to an LLM provider like OpenAI to answer questions)

What data is sent?

When you use the chat feature:

  • The text of your messages and the context of the conversation are sent to the AI provider.
  • Function call results are shared to help the AI respond with more accuracy. This may include names, categories, and amounts of your financial transactions, account balance amounts, average income and spending insights, and other financial information that increases the quality of the AI's response.

What data is NOT sent?

  • We do NOT send personal information (email, name, account numbers, etc.)
  • We do NOT send unnecessary financial information (we attempt to send the least amount of data required to get a good AI response)

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