Nance processes and protects the following categories of data:
- account information (phone number, email, authentication data)
- financial data (transactions, balances, merchant details, categories)
- SMS-derived financial signals (where permission is granted)
- email-derived financial alerts (credit card notifications, billing alerts)
- user inputs and preferences (queries, prompts, budgets, tags)
- AI-processed data used for generating insights
- device and usage data (logs, diagnostics)