AI for finance, without exposing a client or an account.
GPT-6.1 Terra Pro▾
Enhanced▾
Kaviar replaces your sensitive details with fake ones before your message goes to the AI, then puts the real ones back in the answer. All of it on your computer. For finance, clients, accounts and amounts stay in the file.
Team plans from 3 seats.
The situation
A financial file is a client, an account and figures. All three identify.
Finance team, bank, advisory firm, wealth management: the AI knows how to review a loan agreement, summarise a trial balance, draft the committee memo. It doesn’t need to know which client, which account or which exact amount it’s about. Kaviar replaces names, IBANs, account numbers and amounts before anything is sent, keeping the proportions, and puts the real details back in the answer: the AI analyses the file for Menuiserie Garnier, you read the one for Atelier Voisin.
In practice
What you already do, protected.
Credit analysis and committee memos.
Paste the file. The borrower, the exposures and the collateral are replaced; the analysis comes back complete.
Reporting and close.
Trial balances, ledgers, cash tables. Amounts are replaced with their proportions kept: variances stay readable.
Client letters.
Replies, reminders, transaction confirmations. Names, IBANs and account numbers are replaced as you type.
Agreements.
Loans, guarantees, account agreements. Parties and amounts are replaced; the clauses stay whole.
Compliance and KYC.
Draft an analysis or a due-diligence file without sending the client’s identity.
Financial files.
Accounting exports, statements, dashboards. Protected before they are sent.
Draft the credit memo for Menuiserie Garnier SARL, outstanding €520,000, maturing 15 September.
The rule you answer to
Banking secrecy and trade secrets apply to AI too.
A client’s information doesn’t go to a third party who doesn’t need it. An AI provider is a third party. With Kaviar, it receives a file with no client, no account and no real amount. Your procedures don’t change.
For the whole finance team, or the whole branch
The same protection for everyone on the team.
With a Teams plan, every seat is protected at the level you choose, the shared Vault covers your clients’ names and your internal codes for everyone, and you have a record of what was protected, never the content.
Questions
Do replaced amounts distort the analysis?
No. At the Strict level, Kaviar replaces amounts while keeping the proportions between them. A margin, a variance or a ratio stays correct, and the real figures come back in the answer.
Are IBANs and account numbers recognised?
Yes, along with card numbers, company registration numbers, VAT numbers and social security numbers. Each replacement has the same format and passes the same checks as the original.
What about company names?
Companies named with their legal form (SAS, SARL, Ltd, GmbH…) are recognised. For a specific client portfolio, add the names to the Vault: they will be replaced everywhere, for the whole team.
Can I prove what was protected?
Yes. The log counts what was replaced, by type and by date, and can be exported. It never contains the information itself.
Two minutes. No IT ticket.
- Download Kaviar.
- Pick an AI.
- Write.Watch sensitive details being replaced before you press Enter.
Ask anything. Reveal nothing.
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