Demo data on this website
Numbers, charts, AI examples and account snapshots shown across this marketing site are illustrative demo data only. Once you connect your real financial accounts, your dashboard, insights and AI Copilot recommendations will reflect your actual finances and may differ meaningfully from the examples shown here.
Last updated: January 16, 2023
Not financial advice
The information, content, charts, alerts, recommendations and AI-generated insights provided through MoneyPatrol (the "Service") are for general informational and educational purposes only. Nothing on the Service constitutes financial, investment, tax, accounting or legal advice. You should consult a qualified professional before making any financial decisions.
No fiduciary relationship
Use of the Service does not create any advisory, brokerage, fiduciary or similar relationship between you and MoneyPatrol or Kevali Tech LLC. You are solely responsible for any decisions you make based on information presented in the Service.
Read-only access to your accounts
MoneyPatrol uses trusted third-party data aggregators to securely sync read-only data from your financial institutions. We never initiate transfers, trades or payments on your behalf and we cannot move money between your accounts.
Accuracy of data
While we work hard to keep your financial data accurate and up to date, transactions, balances, categorizations and insights are provided "as is" and may contain errors, omissions or delays. Always verify key information directly with your financial institution before acting on it.
AI-generated content
Our AI features ("AI Copilot") generate suggestions and explanations based on patterns in your data. These outputs are probabilistic, may be incomplete or incorrect, and should be treated as starting points rather than definitive answers.
AI Copilot is an automated assistant. It is not a fiduciary, financial advisor, CFP, CPA, attorney or tax professional. Always consult a qualified human professional before making financial decisions based on AI Output.
Third-party content
The Service may include links to third-party websites or content. MoneyPatrol does not endorse and is not responsible for the accuracy, content or practices of any third-party site.
Affiliate & partner relationships
MoneyPatrol may participate in affiliate or partner programs and may receive compensation when you sign up for or purchase products from partners we link to. We only recommend products we believe may be useful to our users; affiliate compensation never influences our editorial views.
Limitation of liability
To the fullest extent permitted by law, MoneyPatrol and Kevali Tech LLC shall not be liable for any direct, indirect, incidental, consequential, exemplary or punitive damages arising out of your use of the Service or reliance on any information it provides.
Contact
Questions about this disclaimer? Email hello@moneypatrol.com.
This page is provided for general information only and is not legal, financial, tax, or investment advice. Please consult a licensed professional for advice specific to your situation.
These documents are templates and should be reviewed by qualified legal counsel before relying on them.