Built for Financial Advisors & Accounting Firms

AI-powered financial analysis.
Zero client PII exposure.

Clients upload statements to their secure data room. SegmentIQ strips all PII server-side — names, account numbers, SSNs — then delivers spending analysis and AI-powered recommendations through your agent portal. You get deep financial insights without ever touching raw client data.

Get Early Access See How It Works
Raw documents deleted in seconds
Zero PII reaches the AI
Client & agent portals
0 bytes
Client PII Sent to AI
0
PII Entity Types Detected
0 steps
Upload to Insight
0%
Server-Side Processing
The Problem

You want AI on your clients' data.
But the compliance risk is real.

AI can surface spending patterns, flag anomalies, and generate recommendations in seconds. But feeding raw client statements into an AI means exposing names, account numbers, SSNs, and addresses to third-party models. For advisors and firms, that's a liability.

Without SegmentIQ

  • Client names and SSNs exposed to AI models
  • Account numbers sent to third-party servers
  • No control over data retention
  • Compliance liability with every query
  • One breach away from losing client trust

With SegmentIQ

  • All client PII stripped server-side before AI sees anything
  • Names → PERSON_1, accounts → ACCOUNT_1
  • Raw documents deleted immediately after processing
  • Entity mapping never leaves the system
  • Full financial intelligence, zero client data exposure
How It Works

Four steps from document to insight

Client documents are processed server-side. PII is stripped and originals deleted within seconds. The AI only ever sees anonymized tokens.

STEP 01

Upload

Clients upload bank statements, credit card statements, or financial documents — PDF, CSV, or image. Or connect directly via Plaid.

STEP 02

PII Removed

An LLM scans each document server-side, replacing names, account numbers, SSNs, addresses, and more with anonymous tokens. Originals are deleted immediately.

STEP 03

Structured Analysis

Claude extracts transactions, categories, income sources, recurring charges, and alerts into clean structured data for each client.

STEP 04

Chat & Insights

Open any client's data room and ask questions — spending patterns, budget recommendations, period comparisons — all grounded in real data, zero PII.

How SegmentIQ works
Features

Everything your clients need.
Nothing they don't.

Server-Side PII Stripping

Names, account numbers, SSNs, addresses, and phone numbers are replaced with anonymous tokens server-side. The AI never sees raw client data.

Multi-Format Ingestion

PDFs, CSVs, images, or direct Plaid connections. SegmentIQ handles parsing and extraction regardless of format.

Spending Pattern Analysis

Automatically categorize transactions, identify recurring charges, spot anomalies, and surface trends across client portfolios.

AI-Powered Financial Chat

Ask questions about any client in plain English. Compare periods, flag risks, generate recommendations — grounded in their actual transaction data.

Client Data Rooms

Each client gets a secure, structured data room. They upload documents or connect via Plaid — you get organized, de-identified data ready for analysis.

Actionable Recommendations

SegmentIQ doesn't just analyze — it generates specific, data-backed recommendations to better position your clients financially.

The Platform

A financial intelligence platform your clients will actually use

Clean interface. Anonymized data displayed clearly. AI chat that answers real questions with real data. Everything you need to serve clients faster.

  • Spending breakdown by category with visual charts
  • Transaction history with anonymized merchant names
  • AI financial assistant with full context
  • Month-over-month comparison and trend analysis
SegmentIQ Platform
Who It's For

Two portals. One powerful platform.

Clients manage their own data room. Agents get AI-powered insight into every client's financial picture — without ever seeing raw PII.

Client Portal

Clients log in, create their secure data room, and upload bank statements, credit card statements, or financial documents — or connect directly via Plaid. They sign privacy agreements upfront and stay in full control of what they share.

Client Experience

Agent Portal

Financial advisors and accountants log in to see all their assigned clients. Open any client's data room and chat directly with the AI — asking questions, running analysis, and generating recommendations based on that client's de-identified financial data.

Agent Experience

Privacy by Design

Raw documents are processed server-side and deleted within seconds. Only anonymized text is stored. Agents never see real names, account numbers, or SSNs — just clean, structured financial data ready for AI analysis.

How Privacy Works
Pricing

Simple, transparent pricing

Start free. Scale as you grow.

Starter

For solo practitioners getting started

Free
  • 5 document uploads/month
  • Basic spending analysis
  • AI chat (10 queries/month)
  • PDF, CSV & image support
Get Started Free
Most Popular

Professional

For financial advisors and small practices

$149 /month
  • Unlimited document uploads
  • Full AI analysis suite
  • Unlimited AI chat
  • Plaid integration
  • Client document rooms
  • Priority support
Start Free Trial

Enterprise

For accounting firms and large organizations

Custom
  • Everything in Professional
  • Custom PII rules
  • Team collaboration
  • API access
  • SSO & compliance
  • Dedicated support
Contact Sales

Ready to give your clients
financial clarity?

We're onboarding financial advisors and accounting firms now. Join the waitlist for early access.

You're on the list!

We'll be in touch soon with early access details.

No credit card required. No spam. Unsubscribe anytime.