AI Use Policy

AI assists with categorization, reconciliation, summarization, and forecasting. It can also flag duplicate bills, match purchase orders, and draft approval recommendations. AI does not replace professional advice.

Users must review and approve AI suggestions before they impact the books, reports, or filings. Auto-post thresholds are configurable, and policy guards can prevent auto-posting for specific categories or amounts.

AI processing uses your existing financial data to generate outputs. We do not use customer data to train public AI models by default. If we ever offer opt-in training or feedback programs, we will obtain explicit consent.

AI may produce incorrect or incomplete outputs. Always verify results before making decisions.

BookOS records AI actions and provides explainable summaries to support review history.

Users are responsible for reviewing outputs and confirming accuracy before using them for reporting or compliance.