Privacy and Data Security at Shortcut
Your financial models and proprietary data remain private on paid plans — we never train on paid customer files and use ex-banker benchmarks instead of customer data to improve performance
Posted by
Nico Christie
Financial models contain your most sensitive business information: M&A targets, valuation assumptions, strategic plans, proprietary methodologies. Trusting an AI tool with this data requires absolute certainty about how it's handled.
Shortcut is built with privacy at its core. For paid plan users (Pro, Teams, Enterprise), we never train on your data, never share it with third parties, and process it only to deliver the service you requested.
Data Handling by Plan Type
Paid Plans (Pro, Teams, Enterprise)
- • Your data is never used for AI model training
- • Data is processed in real-time to deliver your requested task
- • Your models are never shared with third parties
- • Teams/Enterprise customers can request Zero Data Retention agreements
Free Tier
- • Data may be used to improve and train our AI models
- • Data may be shared with partners for model training
- • This helps us enhance the quality and capabilities of the service
- • Upgrade to a paid plan for full data training exemption
How We Improve Our Models
Ex-Banker Benchmark Team
We employ former analysts from Goldman Sachs, Morgan Stanley, KKR, Blackstone, and other top firms who create realistic financial modeling tasks and manually build "gold standard" solutions to every level of detail.
Proprietary Agentic Verification
Specialized AI systems assess Shortcut's performance at scale: formula validators, formatting verifiers, completeness checkers, and accuracy auditors run on every output.
Security Measures
Encryption
- • All data encrypted in transit (TLS 1.3)
- • All data encrypted at rest (AES-256)
- • Encryption keys via AWS KMS with rotation
Compliance
- • SOC 2 Type I compliant
- • GDPR compliant for European users
- • CCPA compliant for California users
- • Regular third-party security audits
Full Privacy Policy
For complete details on data handling, retention, and your rights, see our full privacy policy at: https://shortcut.ai/privacy
Questions about privacy or security?
Contact Security Team