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Documentation Index

Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt

Use this file to discover all available pages before exploring further.

cf0 is built for organisations that handle sensitive financial data. Every layer of the platform — from how you sign in to how your research is stored — is designed so your firm’s data stays yours, and only yours.
Your research data is never shared with other organisations or used to train AI models.

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Data isolation

Your organisation is the fundamental access boundary in cf0. Every piece of data you create — research threads, uploaded documents, reports, and skills — is scoped to your organisation. Members of your organisation can access shared resources within your workspace, but no data is ever visible to users in a different organisation. This isolation is enforced at the infrastructure level, not just in the application layer. There is no cross-organisation data sharing of any kind.

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Encryption

All data transmitted to and from cf0 is encrypted in transit using TLS. Data stored on cf0 infrastructure — including your research threads, uploaded documents, and reports — is encrypted at rest.

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Access controls

cf0 uses two roles within an organisation:
  • Admin — can invite and remove members, manage organisation settings, and access all workspace resources.
  • Member — can use all research features and access shared workspace resources, but cannot manage membership or organisation settings.
You can view and manage your team’s roles from your organisation settings. Only admins can invite new members or change role assignments.
Access to cf0 requires an active organisation membership. There are no personal accounts — everyone who uses cf0 belongs to an organisation.

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Data privacy

cf0 does not aggregate or pool data across organisations. Your queries, documents, and outputs are used solely to serve your organisation’s requests — they are never surfaced to other organisations and are not used to improve or train AI models.

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Compliance

cf0 is currently pursuing SOC 2 Type II certification. If your organisation has specific compliance requirements or needs documentation to support a vendor review, contact your cf0 account team at [email protected].

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Questions about security

For security-related questions or to report a concern, email [email protected]. For details on how cf0 handles authentication and access, see Signing in to cf0 and managing access.