We sell prompt packs and guides for using AI tools. This page explains what those tools can and cannot do, and what we ask you to do with anything they produce.
How these tools actually work
Large language models generate text by predicting what plausibly comes next. They are not calculators and they do not look facts up. This matters more in financial work than almost anywhere else, because a wrong number arrives in the same confident tone as a right one.
Known limitations
- They produce arithmetic errors.
- They state tax rates, thresholds and deadlines that are outdated or invented.
- They fabricate statistics and benchmarks.
- They misread spreadsheets, particularly merged cells and multi-tab files.
- They invent causes for things they cannot know.
- They cannot tell whether your underlying records are correct.
What our products do about it
Every pack ships with the Honesty Prompt: a wrapper that restricts the model to the figures you supply, requires it to separate what it calculated from what it assumed, and forces it to state where it is uncertain. It does not make AI reliable. It makes AI legible, so you can see what needs checking. Every prompt in our packs carries a check line telling you what to verify before acting.
Your responsibility
Treat AI output as a first draft, never a final answer. Verify every figure against your own records before acting on it. SmartAlpha Analyst is not a CPA firm, registered investment adviser, or tax preparer, and buying our materials does not create a professional relationship. Professional and legal responsibility for your work remains entirely yours, regardless of how it was drafted.
Protecting your data
Do not paste client details, personal data, account numbers or anything confidential into a third-party AI tool without knowing how that tool handles it and whether your professional obligations permit it. Anonymise and scale figures where you can — the structure is usually what you are analysing, not the identities.
Contact
This document is provided as a starting template and should be reviewed by a qualified attorney in your jurisdiction before commercial launch. It does not constitute legal advice.