Your numbers are the business. We treat them that way.
Oak exists because owners shared their real financials with it — so how that data is stored, used and protected isn't a footnote. Here it is, stated plainly.
Designed-in, not bolted on.
Your data stays yours
The numbers you give Oak are used for one thing: producing your analysis. No resale, no marketing use, no training models for other customers' benefit.
Isolated by account
Row-level security means your business data is only ever readable by your account. Isolation is enforced at the database layer, not by policy.
Encrypted throughout
Data is encrypted in transit and at rest, on infrastructure from established providers trusted by thousands of production financial products.
UK GDPR
Oakmont Kingsley Ltd is registered with the ICO (ZC124680). Request export or deletion of your data at any time — one email, done.
“Isolation is enforced at the database layer, not by policy.”
— How Oak handles your data
Boring, in the best way.
Payments by Stripe
Card details never touch our servers. Subscriptions, invoices and cancellations run through Stripe's customer portal.
Monitored in production
Errors are tracked and rate limits protect the platform, so issues get caught and fixed before they reach you.
No lock-in
Cancel any time from the billing portal. Your analyses are yours — export what you need before you go.
Terms in plain sight
Our Terms of Service and Privacy Policy are written to be read, not buried.
What Oak is — and deliberately isn't.
Oak is decision support, not a decision-maker.
It gives you CFO-grade strategic analysis and recommendations based on the data you provide. Every decision remains yours.
Oak is not an accountant.
It doesn't file your VAT, prepare statutory accounts, or replace regulated advice on tax and legal matters. It makes you sharper in the room with the people who do.
Oak is honest about confidence.
When your data is thin, Oak says so, states its assumptions, and tells you what would sharpen the answer — rather than dressing a guess up as certainty.