PerFinAI — Terms of Service
Last updated 21 August 2026.
PerFinAI organises financial records you give it. You stay responsible for your own money
decisions, and while it is in early access you should not treat it as infrastructure you
can bet on.
Not financial advice
PerFinAI reports on and organises your own financial records. It does not provide
investment, tax, legal or financial advice, and nothing it outputs is a recommendation to
do anything with money. It is not a licensed adviser, broker or bank, and it cannot move
funds. For advice, talk to a qualified professional.
Using it
Anyone who completes sign-in can create an account during early access; there is no
invitation step, and access may change or be withdrawn at any time. You need to be 16 or
older. Early access is single-tenant and access control is not yet enforced
server-side — do not put another person's financial data into it.
You are responsible for having the right to upload what you upload, for checking figures
before relying on them (parsing and categorization are automated and can be wrong), and
for keeping your own copies — your bank remains the system of record.
You must not upload someone else's data without permission, attempt to break or overload
the service, use it for anything illegal, or resell or scrape it.
Your content, availability, liability
You keep all rights to what you put in; we take only the permission needed to run the
service for you, including sending relevant text to the processors named in the
Privacy Policy. There is no uptime
guarantee. The service is provided “as is”, without warranties, to the fullest
extent the law allows; we are not liable for indirect or consequential losses, or losses
arising from a decision made on a figure the service produced. Nothing here limits
liability that cannot legally be limited.
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