AI and your data
AI reads. Rules reconcile. You decide.
Finance teams are right to be careful about AI near money. Here is exactly where NexaSI uses it, where it doesn't, and what happens to your data.
Security and compliance
Your financial data never leaves your control
Built to the data protection laws of the EU, UK and India, and to the ISO 27001 security standard.
Ask for our compliance reportsCompliance
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GDPR EU and UK
Compliant -
DPDP Act India
Compliant -
ISO 27001 Information security
Compliant
Confident, or it asks
The AI never guesses. When it isn't sure what it read, a person checks before anything happens.
- 1
It reads each detail from the email or invoice: amount, date, PO number.
- 2
It scores how sure it is about each one, from 0 to 100%.
- 3
90% or more moves on to be checked. Below 90%, a person looks first.
Field reads Click a row to see where it came from
Threshold in this demo workspace: 90%
| Document | Field | Read as | Confidence | Outcome |
|---|---|---|---|---|
Where it was read from
Invoice PDF · Pinecrest Maintenance
- Invoice no.
- PM-1190
- Total due
- £7,343.66
Why, and what happens next
The total is printed clearly in a labelled box, so the AI is 98% sure it read it right.
98% is above the 90% line Cleared on its own
Moves on to be checked against your ledger, approvals and bank. That's the check that found this invoice was already paid.
Where it was read from
Invoice PDF · Pinecrest Maintenance
- Invoice no.
- PM-1190
- Due date
- 28 Oct 2026
Why, and what happens next
A full date, next to the words "Due date". 97% sure.
97% is above the 90% line Cleared on its own
Moves on, and is used to put the bill in the right payment run.
Where it was read from
Invoice PDF · Pinecrest Maintenance
- Invoice no.
- PM-1190
- PO number
- PO-44817
Why, and what happens next
Labelled, and in the same format as your other purchase orders. 95% sure.
95% is above the 90% line Cleared on its own
Moves on, and is matched to purchase order PO-44817 in your approval tool.
Where it was read from
Email · accounts@kestrel-hospitality.example
Hi, we paid INV-2026-0388 on Friday. Thanks!
Why, and what happens next
"Friday" isn't a date. Which Friday? The email doesn't say, so the AI is only 64% sure.
64% is below the 90% line Asked a person
Waits for a person. Someone confirms the date with Kestrel before NexaSI looks for the money in the bank.
Where it was read from
Invoice PDF · Halden Logistics
- Invoice no.
- HL-7720
- PO number
- missing
Why, and what happens next
There is no PO number on this invoice, so there is nothing to read.
No read nothing to score Asked a person
Waits for a person, who links it to the right purchase order before it moves on.
Your data
Where it goes, who sees it, and what happens when you leave.
- The AI model
Extraction and reading use Google's Gemini models through Google Cloud, under enterprise terms that don't allow your data to be used to train Google's models.
- Where it's stored
Your records live in our own database, not inside the AI model. We'll confirm the hosting region with you before you sign.
- Who can see it
Access is limited to the people you authorise and the engineers supporting your account.
- Keeping and deleting
We keep your data while you're a customer. When you leave, we delete it and confirm in writing.
- Your rights
We handle personal data under UK GDPR and India's Digital Personal Data Protection Act, and sign a data processing agreement with every customer.
A trail your auditors will like
Every invoice can be traced from the email it arrived in, through each approval, to the ledger entry and the bank line. Every decision on an exception records who made it and when.
Pinecrest Maintenance, PM-1190
£7,343.66. Audit trail, Tuesday
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AI Read from the finance inbox
Supplier, amount, due date and PO number extracted, each with a confidence score.
Source: Finance inbox
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Rules Matched to PO-44817 and job J-558
Four lines, £6,119.72 before VAT, agree with the order and the job.
Source: Approval tool and job system
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Person Approved by Sarah K.
Signed off by the operations manager in your approval tool.
Source: Approval tool
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Rules Held: already paid on 12 Sep
£7,343.66 was paid to Pinecrest on 12 Sep and cleared at the bank.
Source: Ledger and bank feed
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You Release or keep on hold
Whoever decides, and when, is added to this trail.
Find out what your inbox is hiding
Your leakage audit
- 1Reads your inbox
- 2Checks books and bank
- 3Shows you the money
- Already paid Pinecrest PM-1190 £7,343.66
- Says paid Kestrel, not in the bank £9,400
- No bill Payments with no bill 15 of 52