Is it safe to upload financial spreadsheets to an AI tool?
Only on an approved business account, and only after checking what the spreadsheet contains. Financial exports often carry more than the analysis needs: customer names and payment terms, salaries, margins, bank details and unpublished results. On a personal account that data sits with a provider you have no contract with, under terms that may allow it to be kept or used for training. On a business account with a data-processing agreement, retention settings and no training on your data, the risk is comparable to other cloud services you already use. Practical rules for a finance team: strip columns the question does not need, aggregate or pseudonymise personal data, never upload unpublished results of a listed company or files under a non-disclosure agreement, and check the AI's figures against the source before they go into a report, because models can compute or copy numbers wrongly. NetSenX shows from the Pro plan which finance hosts reach which AI services and how much data goes there; it does not see the file.