1. Scope of AI features
AI assists with categorization, reconciliation, summarization, and forecasting. AI does not replace professional advice.
2. Human review
Users must review and approve AI suggestions before they impact the general ledger, reports, or filings. Auto-post thresholds are configurable.
3. Data handling
AI processing uses your existing financial data to generate outputs. We do not train models on your data unless explicitly enabled.
4. Limitations
AI may produce incorrect or incomplete outputs. Always verify results before making decisions.
5. Transparency
BookOS logs AI actions and provides explainable summaries to support auditability.
6. Human responsibility
Users are responsible for reviewing outputs and confirming accuracy before using them for reporting or compliance.