AI & Data Disclosure
What is this page?
The syncIO Operational Intelligence Platform uses AI to help make sense of your business data — spotting trends, flagging issues, answering questions, and writing plain-language summaries of what's happening in your business. This page explains what that means for your data, in plain English.
How it works
The platform connects to your business tools and pulls in your financial and operational data. Its Intelligence Layer analyzes that data and surfaces insights — things like cash-flow forecasts, collections priorities, margin trends, and anomaly alerts. Those calculations happen inside your own environment, without AI.
Two features do use an AI service: narrative summaries (the written explanations you see on your dashboard) and Nexus, the built-in assistant you can ask questions of. Both send a summary of already-computed results to an AI service to produce the plain-language response.
What actually gets sent to the AI
Think of it this way: imagine your accountant summarizes your financials for a meeting. They don't hand over every invoice and receipt — they prepare a summary sheet with the key numbers. That's what happens here.
What gets sent is a summary — things like "AR aging is trending worse over the past 30 days" or "cash flow looks healthy for the next 6 weeks." It's the kind of information your accountant would write on a whiteboard, not your actual books.
Your real data — actual invoice numbers, customer names, payment amounts, employee records — never leaves your environment. The AI only ever sees the summary, not the source. Nexus is read-only: it can describe your data, it cannot change it.
What the AI provider does with it
The platform sends that summary to an AI provider to generate your plain-language insights. Your account administrator chooses which AI provider your platform uses — this may be Anthropic's Claude, OpenAI's ChatGPT, or another provider your organization prefers.
Regardless of which provider is configured, the platform only ever sends the same summarized data described above. Your AI provider processes it to generate your summary and nothing more. Major AI API providers contractually guarantee they do not train their models on data submitted through the API.
For information on a specific provider's data practices, refer to their published privacy policy.
Your control
AI narrative summaries are turned on by default so you get the full value of the platform from day one. If you'd prefer to turn them off, any Owner or Admin on your account can do so at any time in Settings → Intelligence → Narrative Generation. The provider your account uses can also be changed from that same settings page. Everything else in the platform keeps working normally — you'd just see data and charts without the written summaries.
Your data stays yours
Your business data lives in your own dedicated environment with its own database — it is never mixed with other clients' data, never sold, and never used to train any AI model. If you ever cancel your account, all data is deleted within 30 days.
Questions?
Reach us at legal@synciolabs.com