1. What Finie can do
-
Answer questions about your transactions, balances, and spending
patterns.
-
Summarise budget usage and flag categories where you are
overspending.
- Track progress toward your savings goals.
-
Suggest a transaction to record — you always confirm before
anything is saved.
-
Offer general tips on budgeting and saving (informational, not
personalised advice).
2. What Finie cannot do
- Provide regulated financial, investment, or tax advice.
-
Access your bank accounts, payment apps, or external financial
systems directly.
-
Guarantee the accuracy of every insight — AI can make mistakes.
-
Replace a qualified Chartered Accountant, SEBI-registered advisor,
or tax professional.
3. AI disclaimer
All responses from Finie are generated by a large language model
(LLM) and are
informational only. They do not constitute professional financial, investment, or tax
advice. Always verify important financial decisions independently
and consult a qualified advisor before acting on any suggestion.
4. Your data and privacy
Finie reads only the financial data you have entered in expenseOS.
No data is sold to third parties. Conversation history is stored
securely and is accessible only to you. See our
Privacy Policy
for full details.
5. Best practices
-
Keep your transactions up to date for the most accurate insights.
- Review any transaction Finie suggests before confirming it.
-
Use Finie for day-to-day awareness; consult a professional for
major decisions (home loans, investments, tax filing).
-
If a response seems incorrect, rephrase your question or check
your recorded data.
6. Contact & support
For questions, feedback, or to report an issue with Finie, email us
at
sumiet@expenseos.app.
