The problem
AI tools are transforming financial work — but they require your client's data.
Accounting firms, mortgage brokers, and compliance teams are under pressure to use AI for analysis, summarisation, and review. But pasting a client bank statement into ChatGPT means that statement — with names, account numbers, and SSNs — just left your firm's control. RedactorBuddy solves this before the data moves.
How it works
Three steps to share-safe data
Drop your document
Drag and drop any financial document — bank statements, pay stubs, invoices, tax forms, CSV exports — or point RedactorBuddy at a whole folder.
PII is stripped automatically
A dual-layer engine (compiled rules + AI) finds and removes names, account numbers, SSNs, emails, phone numbers, and addresses. You see a risk score before anything is exported.
Export clean, structured data
Download redacted output as JSON, CSV, or Markdown. Safe to paste into ChatGPT, Claude, or any other AI assistant — or share with a third-party processor.
Features
Everything a compliance-conscious team needs
Zero cloud
No data ever leaves your machine. No SaaS account, no upload, no server. RedactorBuddy runs entirely on your Windows PC.
Dual-layer AI redaction
Compiled regex rules catch patterns instantly. Presidio NLP catches context-dependent PII that rules alone miss. Both run locally.
Any document format
PDF, Excel (.xlsx / .xls), CSV, JSON, plain text, Markdown. Drag a file or point to a folder — RedactorBuddy handles the rest.
Risk scoring before export
Every document gets a LOW / MEDIUM / HIGH remaining-PII grade. HIGH-risk exports are blocked until you explicitly approve them.
Watch folders
Drop files into a watched folder and they process automatically in the background. Ideal for accounting departments handling daily document volume.
Compliance audit trail
Every redaction is logged — what was removed, when, and the resulting risk level. Export the log as CSV for compliance review.
Who it's for
Built for teams that handle sensitive documents daily
Anonymise client bank statements and tax returns before analysing them with AI tools. Keep client data off third-party servers.
Strip borrower PII from income verification and bank statements before sharing with processors or underwriters.
Redact identifying information from documents before external review. The audit trail satisfies internal controls.
Share payroll and benefits data internally without exposing employee SSNs, account numbers, or home addresses.
Common questions
Ready to keep client data off the cloud?
RedactorBuddy is in early access. We're onboarding accounting firms, mortgage brokers, and compliance teams who process financial documents at volume. Reach out and we'll get you set up.
hello@teambotics.appWe typically respond within one business day.