Settings
Preferences, security, and account controls.
AI features
Choose which AI features this team can use.
When an AI feature is on, your prompts, AI responses, and the financial context needed to answer (accounts, transactions, budgets, goals) are processed using OpenAI Luna through OpenRouter with DeepSeek text fallback. Document AI processes supported uploads. We do not permit these providers to use your data to train their general-purpose models.
AI Memory additionally retains summarized financial observations for this team workspace so future responses can reference prior patterns. Memory is scoped to this team, never shared between teams, and is removed when you disable AI Memory or delete your account. Toggle features below to control what is processed, or email privacy@finbutler.ai to request deletion of stored memory.
Select a team
AI feature settings are applied per team. Select a team from the sidebar first.