Does Monetary train AI on customer data?

We could not find a published Monetary policy that says whether customer data is used to train AI models. Monetary's AI analyst page says customer data is never shared with third parties for marketing or model training, but it does not say whether Monetary trains its own models on customer data. Its trust center lists an AI policy available on request, and its privacy policy does not mention AI.

Does Monetary have SOC 2?

Monetary states that it holds a SOC 2 Type II report.

Which accounting systems does Monetary integrate with?

Monetary does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does Monetary cost?

Monetary does not publish prices; pricing is by quote.

What are alternatives to Monetary?

Other lease accounting tools in this directory include Accruent Lucernex, Crunchafi, FinQuery, MRI ProLease and Nakisa.

Record verified October 30, 2026

Monetary

Monetary, which renamed itself from DebtBook in October 2026, sells treasury and accounting software to state and local governments, higher education, healthcare and other nonprofits. Its Lease and Subscription Management products handle GASB 87, GASB 96 and ASC 842, producing schedules, journal entries and note disclosures. Its AI contract processing reads an uploaded lease or subscription contract and suggests key terms, each linked to its source page, for users to confirm.

Vendor site: monetaryhq.com (opens in a new tab)Compare with another tool Embed this tool’s facts

SOC 2: Type II
Trains on customer data: Unconfirmed
Human review: Human review
Pricing: Quote only
Ledgers: None documented

What the AI does

AI contract processing reads an uploaded lease or subscription contract and suggests key terms such as commencement date, term, payment schedule, escalations and purchase or renewal options
Links each extracted value to the page of the contract it came from
Users review and approve the suggested terms against the source document before they are recorded
Existing leases can be brought in through the same upload and extraction process

Summarized from monetaryhq.com.

Facts, checked against the source

Category: Lease accountingSource: monetaryhq.com (opens in a new tab)
Built for: Unconfirmed
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: NoThe vendor's pricing shows no free plan.Source: monetaryhq.com (opens in a new tab)
SOC 2: Type IISource: trust.monetaryhq.com (opens in a new tab)
Trains on customer data: UnconfirmedMonetary's AI analyst page says customer data is never shared with third parties for marketing or model training, but it does not say whether Monetary trains its own models on customer data. Its trust center lists an AI policy available on request, and its privacy policy does not mention AI.
Human review: Human reviewMonetary's lease page says users confirm each extracted term against the source document, and its AI contract processing release says teams review and approve the suggestions.Source: monetaryhq.com (opens in a new tab)
Company: Privately held. Founded 2019, based in Charlotte, NCSource: monetaryhq.com (opens in a new tab)
Funding: Last round: Series A-1, $12.5M, July 14, 2023Investors named: Elephant Partners, Meeting Street Capital, CreativeCoSource: monetaryhq.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
Announced	Round	Amount	Led by	Source
August 4, 2022	Series A	$7.5M	Elephant Partners	monetaryhq.com
July 14, 2023	Series A-1	$12.5M	Elephant Partners	monetaryhq.com

Sources

Official pages read for this listing on October 30, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

1 logged change to this listing, most recently October 30, 2026. See the changelog.

Monetary questions

Does Monetary train AI on customer data?: We could not find a published Monetary policy that says whether customer data is used to train AI models. Monetary's AI analyst page says customer data is never shared with third parties for marketing or model training, but it does not say whether Monetary trains its own models on customer data. Its trust center lists an AI policy available on request, and its privacy policy does not mention AI.
Does Monetary have SOC 2?: Monetary states that it holds a SOC 2 Type II report.
Which accounting systems does Monetary integrate with?: Monetary does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does Monetary cost?: Monetary does not publish prices; pricing is by quote.
What are alternatives to Monetary?: Other lease accounting tools in this directory include Accruent Lucernex, Crunchafi, FinQuery, MRI ProLease and Nakisa.