Use GenAI for Finance without leaking data
Dapto lets finance, risk, and client teams use tools like ChatGPT, Claude, Gemini, or internal copilots with real financial data. It protects PII, PCI, financial records, and IP from leaving your environment and checks AI responses against your systems before they are used in reports, emails, or decisions.
For Heads of Finance, Risk, Compliance, and CIO or CISO teams in banks, insurers, and asset managers.
More output, same team
Use GenAI to speed up analysis, client emails, credit summaries, and reporting for finance teams.
Data never leaves control
Keep PII, PCI, and internal balances from leaking to public models or unmanaged tools.
Evidence on every answer
Log how AI was used, which data it touched, and which checks ran so you can show this to audit.
Finance teams are already using GenAI on real client data
Business development, risk, and finance teams are testing GenAI for emails, models, and reviews. Dapto lets you scale these use cases while keeping sensitive financial data inside your control and inside your policies.
Business development
Use GenAI to draft pitches, follow ups, and proposals that pull from your own product and client data.
Finance and FP&A
Ask questions about P&L, variance, and drivers and get AI drafted commentary on top of your numbers.
Risk and credit
Summarize credit files, covenants, and exposures and highlight key changes for committees.
Client service and ops
Speed up KYC, servicing, and document reviews with AI that works inside your guardrails.
GenAI helps Finance and can leak data or invent numbers
Without a control layer, staff paste real balances, client details, and contracts into AI tools. Models can also invent numbers that never came from your systems. Both create risk that is hard to explain to regulators.
Invented or wrong figures
LLMs create confident answers that look correct but do not match SAP, the ledger, or your risk warehouse.
PII and PCI in prompts
Account numbers, card data, client names, and internal notes end up inside unmanaged prompts.
No link back to source
You cannot see which data or rules shaped an answer that influenced a client or investment decision.
Regulatory pressure
Supervisors ask how you control GenAI. A simple model policy document is not enough once usage grows.
The problem is not only that people use GenAI. The problem is that you cannot show what data it saw, what checks ran, and why a specific answer was safe to use.
Use GenAI on financial data without losing control of it
Dapto sits in front of your GenAI channels for Finance. It protects sensitive data, checks AI answers against your records, and keeps a full trail so you can explain how AI was used in any decision.
Protect
- •Strip or mask PII, PCI, and confidential fields before prompts reach any model.
- •Control which datasets and fields AI can see for each user group.
- •Keep financial records and IP inside your own environment and connectors.
Verify
- •Check AI numbers against ERP, core banking, or warehouse data before use.
- •Flag and block responses that do not match your records or rules.
- •Highlight which parts of an answer come from real data versus model text.
Prove
- •Log prompts, responses, data sources, and policy checks for every interaction.
- •Attach risk scores and override notes for critical use cases like credit and advisory.
- •Export evidence for internal audit, model risk, and regulators when they ask.
Where Dapto sits in your financial stack
Dapto is not a chatbot or a model. It is a control layer in front of the GenAI tools you choose to give to finance users and in front of the data sources that feed those tools.
User sends a prompt
A finance, risk, or client service user sends a prompt from chat, a copilot, or a workflow integrated with Dapto.
Dapto protects the request
Dapto checks the prompt for sensitive fields and strips or masks PII, PCI, and restricted data based on your rules.
Dapto controls data access
If allowed, Dapto pulls data from ERP, core banking, warehouse, or other systems through safe connectors.
Dapto verifies the response
The AI response is checked against your systems. Wrong or speculative numbers are blocked or flagged.
Everything is recorded
Prompts, data, policy checks, and outcomes are stored so Finance, Risk, and Compliance can review and explain them.
Example: GenAI for investment and credit work
A bank wants RMs and credit officers to use GenAI to speed up reviews and committee materials. It also wants to make sure no PII or PCI leaks and that numbers match core systems.
Without Dapto: helpful but risky
A relationship manager asks:
“Given this client profile and holdings, should we increase Tech exposure by ten percent?”
- ❌The AI mixes public content with partial internal data with no clear boundary.
- ❌It has access to names, limits, and balances that may leave the bank in prompts.
- ❌There is no check that suggested figures match your core systems.
- ❌If a regulator asks why the advice was given, there is no clear trail.
With Dapto: faster and controlled
1. Sensitive data protected
Dapto masks client identifiers and card or account fields before the prompt reaches the model.
2. Controlled access to numbers
The AI only sees holdings and risk data that Dapto reads from approved systems through safe connectors.
3. Numbers checked before use
Dapto checks that key figures in the answer match the ledger or warehouse and flags gaps or guesses.
4. Full trail for review
The prompt, data used, checks applied, and final answer are logged so you can explain the decision later.
What Finance, Risk, and Compliance teams get with Dapto
Dapto turns GenAI from a risky experiment into a controlled channel that drives more output without losing control of data or explanations.
Safe GenAI for finance teams
FP and A, controllers, and RMs use GenAI with guardrails for data and answers.
Better regulatory posture
Show how AI uses data and which checks run which supports SEC, FINRA, GDPR, and PCI DSS needs.
Audit ready trail
Produce clear logs of prompts, data, and controls when model risk or audit asks.
Lower model and conduct risk
Catch wrong numbers, biased text, and unsafe outputs before they reach clients or reports.
One control layer across tools
Apply the same data and policy rules across ChatGPT, Claude, Gemini, and internal models that run through Dapto.
Shared visibility for control teams
Give Finance, Risk, and Compliance a shared view into how GenAI is used in financial workflows.
Ready to use GenAI for Finance without losing control?
See how Dapto lets your teams use GenAI with your financial data while protecting PII, PCI, and internal records and giving you a clear trail for every answer.