AI & Automation Disclosure

1. AI tools used

Fintelli.Pro may use the following AI and automation tools in the course of service delivery and content production:

• Claude (Anthropic) — used for drafting written content, refining documentation, and supporting research tasks
• GitHub Copilot / AI code assistants — used to accelerate development of automation scripts, Power Query M code, DAX, and web applications
• Microsoft Copilot — may be used within Microsoft 365 applications for summarisation and drafting
• Power BI AI Insights — AI-powered analytical features within the Power BI platform

2. How AI is used in website content

Some written content on this website has been drafted or refined with AI assistance. All such content is reviewed, verified, and approved by a qualified finance professional before publication. AI-generated content is not published without human review.

3. How AI is used in client deliverables

AI tools may be used to:

• Accelerate code development (Excel formulas, DAX, M code, PowerShell, Python)
• Draft initial documentation, SOP templates, and written reports
• Assist with data analysis and pattern identification

Where AI tools are used in client deliverables, the output is always reviewed, tested, and validated by a qualified practitioner. Fintelli.Pro takes full professional responsibility for all delivered work regardless of the tools used to produce it.

4. AI limitations

AI tools can produce errors, hallucinations, and outdated information. We mitigate this through:

• Human review of all AI-assisted output before use
• Verification against primary sources for factual claims
• Testing of all AI-generated code against real data
• Explicit disclosure to clients when AI tools have been used in their deliverables

5. Data privacy and AI tools

Client data is never submitted to third-party AI tools without explicit prior consent. Where AI tools are used with client data, only anonymised or synthetic data is used unless a separate data processing agreement covering the specific tool is in place.

6. Future AI tool adoption

As AI tools evolve, our usage may change. This disclosure will be updated to reflect any significant changes in how AI tools are used in our practice.