Purpose and scope
Tomas Financial uses technology to make coordination easier to follow. This policy covers the AI-assisted features currently described on the public website and in the client experience. It does not expand any service scope or replace a signed engagement.
Business operations
The optional AI Call Assistant supports business-call intake, prospect detail capture, routing, and scheduling handoff. It can help organize a request for follow-up, but it does not approve a prospect, make a client commitment, or perform professional financial work.
Financial work
The AI Call Assistant does not receive or analyze connected bank-account data, bank feeds, tax records, or financial reports. It does not prepare bookkeeping or tax work, give financial advice, or make financial decisions. Books, tax preparation, reporting context, and financial judgment remain with the people responsible for the engagement.
Receipt processing
The current receipt scanner is a separate, user-initiated feature. When a user submits a receipt image to that feature, the image is sent to OpenAI for the purpose of proposing data-entry fields. The scanner does not connect to or retrieve information from bank accounts, bank feeds, QuickBooks, tax records, or financial reports. Manual expense entry remains available, and proposed fields require review before they should be treated as bookkeeping records.
Do not use the receipt scanner if you do not want a submitted receipt image processed by OpenAI.
Human review
AI-assisted, automated, synchronized, and calculated outputs can be incomplete or incorrect. They are not final tax, legal, investment, lending, or financial advice. A person remains responsible for review, approval, explanation, and client commitments.
Privacy and providers
The Privacy Policy describes the information involved, current providers, and related data practices. Public contact and fit forms are not the place to submit financial or tax documents.
Changes and contact
This policy may change as features, providers, or operating controls change. Questions can be sent through the contact page. Do not send financial or tax records through ordinary email or public forms.