Accountants: use AI without exposing your clients' financial data
Statements, bank details, payroll, company IDs: firms handle sensitive financial data. How to anonymize it before ChatGPT, Claude or Gemini without losing accuracy.
An accounting firm handles some of a company's most sensitive data: bank details (IBAN, BIC), amounts, tax identifiers, company registration numbers, salaries. Before asking AI to explain an entry, summarize a balance sheet or draft a note, replace these elements with tokens. The model reasons over intact figures and structure, detached from any identity — and nothing leaves the browser.
Why accounting data demands an anonymization reflex
An accountant's professional confidentiality covers the information clients entrust to them. Pasting it into a consumer assistant means handing it to a third party, often outside the European Union, with no framework. The risk doesn't come from the AI itself but from copy-paste: bank details, a revenue figure or a payroll total ending up in a prompt.
- Bank details: IBAN, BIC, account numbers.
- Company identifiers: registration numbers, VAT numbers.
- Tax identifiers and social-security numbers (payroll).
- Amounts: revenue, margins, salaries, balances.
What to mask before any prompt
- 1Full bank details: IBAN, BIC, account numbers.
- 2Identity of the company and people: named entities, directors, employees.
- 3Identifiers: company registration, VAT, tax ID, social-security number.
- 4Confidential amounts when they identify or disclose the client's situation.
A flow compatible with professional confidentiality
- 1Detection: the engine spots bank details, company IDs, tax identifiers and salaries.
- 2Tokenization: each element becomes a neutral token, kept in local memory.
- 3Sending: only the anonymized text goes to the AI — no client data transits.
- 4Restoration: the answer is de-tokenized in your browser, ready to add to the file.
ONYRI Sanitize detects financial and company data — bank details, company IDs, tax identifiers, salaries — and restores the answer in your browser. The firm gets AI's help to analyze, explain or draft, without ever exposing a client's books or identity.
Frequently asked questions
- Can an accountant use ChatGPT for client files?
- Yes, provided no data covered by professional confidentiality is sent. Anonymize bank details, identifiers and identifying amounts before sending: AI works on a neutral structure, and you restore the answer in the browser. Responsibility for the deliverable stays with the professional.
- Should amounts be masked?
- Not all amounts are sensitive, but those that reveal a client's situation (revenue, payroll, balances) are. When in doubt, tokenize them: AI keeps calculations consistent thanks to stable tokens, without knowing the real values.
- Are bank details personal data?
- Tied to a person, yes: they are personal data, and their disclosure is intrusive. Bank details must therefore be anonymized before any send to a third-party tool, just like identity.
Sources & references
Keep your sensitive data in your browser
ONYRI Sanitize detects and masks your sensitive data before it reaches the AI, then restores the answer — from names to API keys.
Anonymize my prompt