Protect Financial Data When Using AI Tools
Finance teams can use ChatGPT to analyse transactions, identify patterns, and generate insights without exposing account numbers, customer financial information, or sensitive data.
The Finance Team's Challenge
A financial analyst needs AI help identifying patterns in transaction data, summarising customer account activity, or detecting anomalies. The export contains account numbers, customer names, transaction amounts, BSB/routing numbers, and reference details.
The Risk: Data Exposure
- Account Numbers Exposed: Banking details uploaded to AI tools
- Customer Financial Identifiers Leaked: Customer names and financial identifiers accessible to third parties
- Transaction History Compromised: Transaction history and payment patterns exposed
- Banking Details Accessible: BSB/routing numbers and reference codes at risk
- Regulatory Violations: Serious regulatory violations and compliance breaches
The Fix: Redactli
- Local Processing: Data is anonymized in your browser before it hits the network.
- Smart Replacement: Sensitive values become readable tokens like "[EMAIL_1]" for context preservation.
- Instant Processing: Millisecond-speed encryption with zero server latency.
How It Works
Export Financial Data
Download transaction or account data as CSV
Anonymize Identifiers
Transform account numbers and customer info
Upload to AI
Get pattern analysis safely with ChatGPT
Get Insights
Identify patterns without exposing data
Maintain Compliance
Analysis with regulatory protection
Comprehensive Data Protection
Automatically detect and protect all types of sensitive information.
Account Numbers
Real account numbers → "Account_x5y9z3w1"
Customer Names
Account holders encrypted to "Name_a3b7c9d2"
Transaction References
Payment references encrypted, patterns preserved
BSB/Routing Numbers
Banking identifiers encrypted with tokenized format
Success Story
The Challenge
Financial controller has 12 months of transaction data (15,000 records) and needs to identify spending patterns, detect anomalies, and prepare executive summary for board presentation—but can't manually analyse thousands of transactions.
The Solution
- Export transaction data with account numbers, customer names, amounts, dates, and categories
- Upload to Redactli and anonymize Account Number, Customer Name, and Reference columns
- Ask ChatGPT: "Analyse transaction patterns. Identify top spending categories, flag accounts with unusual activity, calculate monthly trends, and create executive summary with key insights"
- Receive comprehensive analysis with anonymized account identifiers, trend charts, anomaly alerts, and executive summary
- Present insights to board with confidence—no customer data was exposed to AI tools
The Outcome
Finance team gets sophisticated analysis in hours instead of weeks. Regulatory compliance maintained throughout. Board receives actionable insights backed by comprehensive data analysis.
Ready to Protect Financial Data?
Join finance teams using Redactli to safely leverage AI for transaction analysis without compromising customer privacy or compliance. Start free today.
Related Use Cases
Explore how other industries protect their data with Redactli