Last Updated: August 7, 2026
Artificial Intelligence is central to the Vidata platform. We believe customers should understand how AI is used, what it can do, what its limitations are, and what role people continue to play in decision making. This AI Transparency Statement explains how AI features operate within Vidata and the principles that guide our responsible use of AI.
Vidata is built on the belief that Artificial Intelligence should enhance human decision making—not replace it. Our AI capabilities are designed to help customers understand their business data more quickly, identify trends, answer questions, and surface insights that might otherwise take significant time to discover.
The following principles guide how AI is used throughout the Vidata platform.
| Principle | What It Means |
|---|---|
| Human-Centered | AI assists people. Customers remain responsible for decisions. |
| Transparency | We strive to explain how AI is used within our platform. |
| Customer Control | Customers choose which data sources are connected to Vidata. |
| Responsible Use | AI is used to analyze information—not to act independently. |
| Continuous Improvement | We continuously improve AI capabilities while maintaining customer trust. |
Vidata provides insights, summaries, explanations, and recommendations. Final business decisions always remain the responsibility of the customer.
Vidata combines connected business information with Artificial Intelligence to help customers interact with their data using natural language. Instead of building reports manually, customers can ask business questions in everyday language.
AI analyzes the relevant business information available within Vidata and returns a response designed to help the customer better understand the question being asked.
Customers decide which QuickBooks companies, spreadsheets, and other business information are connected to Vidata. AI operates only on the information that customers choose to make available.
Vidata is designed to assist people—not replace them. While Artificial Intelligence can analyze large amounts of business data quickly, it cannot understand every aspect of a customer's business, industry, or specific circumstances.
Customers remain responsible for reviewing AI-generated insights and making all business, accounting, financial, legal, tax, and operational decisions.
Use AI to accelerate analysis, identify trends, and generate ideas—but always review important conclusions before acting on them.
Like all Artificial Intelligence systems, Vidata's AI has limitations. Understanding these limitations helps customers use AI effectively and responsibly.
Vidata's AI works only with the information available to it at the time a request is processed. It does not automatically know information that has not been connected, uploaded, or provided by the customer.
For these reasons, AI-generated responses should be considered a decision support tool rather than a substitute for professional review.
Customers play an important role in ensuring that AI-generated insights are meaningful and reliable.
To achieve the best results, customers should:
Vidata does not provide accounting, tax, legal, audit, investment, or financial advisory services. AI-generated responses are intended to support business analysis and should not be interpreted as professional advice.
Where business decisions involve legal, tax, regulatory, audit, or other professional considerations, customers should consult appropriately qualified professionals.
Artificial Intelligence features within Vidata operate on the business information that customers choose to connect or upload to the platform. The quality and usefulness of AI-generated insights depend on the quality, completeness, and relevance of the underlying data.
Depending on the feature being used, AI may process information such as:
AI processes customer information solely to provide the functionality requested by the customer, including:
Vidata does not intentionally use customer business information to train its own proprietary AI models without the customer's permission.
Customer information is processed only for the purpose of providing the requested AI functionality and in accordance with Vidata's Privacy Policy.
Vidata may use third-party Artificial Intelligence service providers to deliver certain AI-powered capabilities. These providers process information only as necessary to generate the responses requested by customers.
When evaluating AI providers, Vidata considers factors including:
Technology evolves rapidly. To continue improving the Service, Vidata may change, replace, or use multiple AI providers over time without affecting the purpose for which customer information is processed.
Regardless of the provider used, Vidata remains committed to protecting customer information and applying appropriate security and privacy practices.
Responsible AI is an important part of Vidata's product philosophy. We strive to develop AI capabilities that are useful, transparent, trustworthy, and aligned with the needs of businesses and finance professionals.
| Commitment | What It Means |
|---|---|
| Transparency | We explain how AI is used within the platform. |
| Human Oversight | Customers remain responsible for important decisions. |
| Security | AI features operate within our broader security program. |
| Privacy | Customer information is handled in accordance with our Privacy Policy. |
| Continuous Improvement | We regularly improve AI capabilities based on customer feedback and product evolution. |
Artificial Intelligence systems may occasionally produce unexpected or imperfect results. Vidata continually evaluates and improves its AI capabilities to reduce errors and improve the quality and consistency of AI-generated responses.
Customers are encouraged to provide feedback whenever they believe AI responses are inaccurate, unclear, or could be improved.
Customer feedback plays an important role in improving the usefulness, clarity, and reliability of AI-generated insights. We welcome suggestions that help us deliver a better experience for all customers.
Artificial Intelligence is evolving rapidly, and so is Vidata. We continuously evaluate new technologies and techniques that can help businesses better understand their data while maintaining our commitment to security, privacy, transparency, and customer trust.
Future AI capabilities may include enhanced analytics, forecasting, workflow automation, anomaly detection, predictive insights, industry-specific intelligence, and additional integrations with business applications.
As new capabilities are introduced, we will continue to evaluate their impact on customer privacy, security, transparency, and responsible use before making them generally available.
Our goal is not simply to add more AI features, but to deliver AI that is useful, understandable, and worthy of the trust our customers place in Vidata.
We may update this AI Transparency Statement from time to time as our platform, AI capabilities, legal requirements, or business practices evolve.
When material updates are made, the Last Updated date at the beginning of this document will be revised. Where appropriate, customers may also be notified through the Vidata application, email, or other reasonable communication channels.
We encourage customers to review this statement periodically to stay informed about how Artificial Intelligence is used within the Vidata platform.
We believe transparency includes listening to our customers. If you have questions about how AI works in Vidata, how your information is processed, or how AI-generated insights should be interpreted, we encourage you to contact us.
Customer feedback helps us improve both our AI capabilities and the way we explain them.
If you have questions regarding this AI Transparency Statement or would like to provide feedback about Vidata's AI capabilities, please contact us.
| Company | Vidata |
|---|---|
| hello@vidata.ai | |
| Website | https://vidata.ai |
| Subject Line | Please use "AI Transparency" when contacting us about AI-related questions. |
Vidata is committed to building Artificial Intelligence that helps people make better business decisions while respecting customer privacy, protecting sensitive information, and maintaining meaningful human oversight. We believe that trust is earned through openness, responsible engineering, and continuous improvement—and those principles will continue to guide the evolution of our AI platform.