AI features and your data
Which AI features CFO Panorama has, where each one processes your data, and how your administrator switches them on and off.
Where AI runs
AI runs on models in the EU (Google Vertex AI). Optional: Claude by Anthropic, processed in the USA, switched on by your administrator.
- Standard — the in-app assistant, the AI mapping suggestions, the budget assistant and the answers in the Boardroom use Google's Gemini models on Vertex AI in an EU region. Google Cloud is already on the list of sub-processors.
- Optional: Claude by Anthropic — a premium choice. When your administrator accepts Part E, members may choose Claude models for the same features. Each request (the question and the figures, account names and shortened posting texts the tools return for it) is then sent to Anthropic, PBC in the USA; Anthropic is on your sub-processor list only while Part E is accepted. Switching Claude off ends the transfers, and the features answer with the EU models again.
- Your own assistant (Connected AI) — Claude, ChatGPT or Gemini under your own subscription read your figures through a connection you allow; that provider is yours, not ours.
In every case the model never supplies a figure: every number in an answer is checked against the report engine, your data are never used to train a model and never pooled with another client's data.
The parts of the AI features addendum
Settings → AI features lists the five parts of the addendum. Each is accepted and switched on separately:
| Part | What it switches on |
|---|---|
| A | Connected assistants reading the reports |
| B | Connected assistants proposing or making changes (mappings, journals, notes) |
| C | Documents for connected assistants |
| D | The platform-side assistant: in-app assistant, AI mapping, budget assistant, Boardroom answers — EU models |
| E | Claude by Anthropic for the features of Part D — processed in the USA |
An administrator opens a part, reads it, ticks the box and presses Accept; accepting needs a fresh authenticator code. Switch off withdraws the part at once and is recorded in the audit log. Editors see the page but do not accept.
Claude in the AI models list
On Settings → AI models, Claude models carry Premium — ask us to enable until Claude is part of your group's plan. When it is, ticking a Claude model and saving shows Part E first; after you accept it, the choice is saved.
Did not find what you need? Write to erik@cfopanorama.com.