AI cybersecurity and data privacy: our SAFE-AI framework

Our goal is a system where an AI mistake never automatically becomes a confidentiality breach.

The framework

S: Separate sensitive data

Sensitive information stays in your systems. The AI only sees what it needs.

A: Approved AI tools

Our own local agent only. No personal or free AI accounts and no third-party AI subscriptions.

F: Filter and minimize

We de-identify information. If the AI doesn’t need the identity, we remove it.

E: Evaluate outputs

AI output is a draft until a person verifies it. It never becomes accounting truth automatically.

Every project follows the same path:

Classify dataAssess vendorDe-identify and minimizeConfigure accessTest AIHuman reviewAudit and logDelete or retain appropriately

Secure delivery lifecycle

Security is part of every stage, not a final checklist. See how a local AI agent protects your data across industries.

  1. AssessThreat model, data classification and access review before anything is installed.
  2. HardenIsolated network segment, encrypted storage, least-privilege accounts and logging.
  3. Deploy offlineThe agent is installed with no internet connection.
  4. TestWe test for prompt injection, data leakage and over-broad access before go-live.
  5. MonitorAudit trails reviewed, with alerts for unusual queries.
  6. Update safelyUpdates are verified and tested, then applied through a controlled offline process.

Data classification

Green: safe for AI

Public information, generic questions, SOP templates, hypothetical examples, synthetic and anonymized data.

Yellow: confidential

Internal procedures, non-public financials, pricing and strategy. Needs the approved local environment, client authorization and safeguards.

Red: highly sensitive

SINs, banking and credit card details, payroll, medical information, credentials and detailed tax information. Never placed directly into a prompt.

Controls on every engagement

Human approval

AI recommends and a person approves. We do not start with AI sending financial, legal or customer messages automatically.

Read, prepare, approve, write

Clients start with AI reading, preparing and a human approving. Automated writes to your systems come only after thorough testing.

Least privilege

Read-only access wherever possible. No banking, payroll or email access, and no ability to send payments or delete records.

Prompt-injection protection

Uploaded documents are treated as data, never as instructions.

No third-party AI vendors

Our custom-built models run on your hardware, so no external AI service, subprocessor or subscription holds your data.

Audit trail, retention and deletion

From input and tool to output, reviewer and final decision. Client data is kept only as long as needed.

AI & Data Processing Schedule

Our client agreements spell out tools, information processed, security, retention, subprocessors, human review and incident notification.

Isolated environment

The agent has no internet connection. Storage is encrypted, access is permission-controlled and activity is logged.

What we promise

Your agent runs inside your own environment with no internet connection. We minimize the information it handles, restrict access, keep a person in the loop and apply documented security and retention controls.

We never put personal or free AI accounts, passwords, API keys, SINs, card numbers or unredacted tax records into a general AI system.

Find the hours you’re losing each month

Book a free 30-minute consultation. We will show you what can be automated and what it would save.

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