Financial services · Redaction + AI security
Protect the numbers behind every financial document
iDox.ai redacts account numbers, balances and client PII across statements, loan files and spreadsheets — then keeps that data out of AI tools.
Why it matters
Financial data doesn't sit still
It's scattered across reports and moves fast between teams, auditors and now AI tools.
Buried in spreadsheets & scans
Account numbers and amounts hide in tables, statements and PDFs.
Audits leave no margin
Reviews, filings and disclosures demand accuracy and a full trail.
AI use without controls
Analysts paste client data into ChatGPT with no oversight.
iDox.ai Suite
Redact, anonymize & compare — on real financial documents
Pick a capability to see how it works on a financial statement.
Redact
Black out amounts, accounts & client PII
iDox.ai recognizes dollar figures as Financial Personal Data and permanently removes them — with a standardized reason on every redaction.
- Amounts, account & card numbers, SSNs, tax IDs
- Works inside spreadsheets, tables & scans
In practice
Month-end reporting, protected end to end
Your team turns client statements into a board pack. iDox.ai handles the risk at each step.
- 1Redact account numbers & PII from source statements.
- 2Anonymize client names for the analysis tab — totals stay intact.
- 3Compare against last quarter to catch restatements.
- 4Draft the summary with AI — Guardrail blocks anything sensitive.
Compliance
Built for financial regulation
SOX
Audit-ready controls and a complete trail for financial reporting.
GLBA
Protect nonpublic personal information across the institution.
PCI-DSS
Redact and secure cardholder data wherever it appears.
GDPR & CCPA
Treat financial amounts as personal data and honor privacy rights.
Built for finance
Every document, every team
Documents we handle
Designed for
FAQ
Financial redaction & AI — FAQs
Protect client trust — keep the work moving
Redact, anonymize and compare financial documents, and keep sensitive data out of AI.
