Editorial standards for reliable financial content.

Why we document this policy

Financial content requires a higher quality standard. An imprecise recommendation about rates, regulations, or products can have real consequences in the economic decisions of those who read it.

This policy exists so every reader can evaluate beforehand how we work, what sources we use, how we verify data, and how we update content when facts change. Editorial transparency is the foundation of trust, and in financial topics, that trust is essential.

Editorial team

Lead author

The blog content is led by Kike Faúndez, founder of CashControlly. Relevant credentials:

• Information Systems and Management Control Engineer — University of Chile
• Master's in Finance (Corporate Finance, Investments, and Risk) — University of Chile
• Master's in Industrial Engineering (Operations Research and Management, Optimization, Economics, and Finance) — Pontifical Catholic University of Chile
• 15+ years of experience in regulated Chilean financial services
• Certifications in Artificial Intelligence and ITIL

Country-by-country expert reviewer network

We're building a network of certified reviewers who validate country-specific content. The program includes:

• USA, UK, Australia, Canada: financial planners with local certification (CFP, FCA, etc.)
• Chile, Mexico, Peru, Argentina, Colombia, Ecuador: certified public accountants with local experience
• Spain: economists or licensed financial advisors
• Brazil: accountants registered with CFC

While this program is being completed, articles carry the clear indication "Reviewed by editorial team." When an article passes external certified review, the reviewer and their credentials are explicitly identified.

Content creation process

Each blog article goes through these stages:

1. Topic selection: we identify real questions through analysis of local searches, country-specific financial forums, and queries received in support.
2. Official source research: regulatory institutions (SEC, IRS, CFPB in USA; HMRC, FCA in UK; CRA, OSC in Canada; ATO, ASIC in Australia, etc.).
3. Validation with secondary sources: recognized local financial media.
4. Current numbers: each article includes current-year data. Figures carry explicit year and source.
5. Numerical verification: when there are calculators or numerical examples, they're manually validated against the corresponding official formula.
6. Editing and review: critical reading of the draft to verify clarity, technical accuracy, and local relevance.
7. Publication with metadata: each article carries publication date, last update date, and identified author.

Quality standards

Conflict of interest policy

We openly document our commercial practices to make clear what does and doesn't influence editorial content:

What we DON'T do

• We don't accept payment for mentioning products. Recommendations of banks, cards, funds, or financial products are editorial, not commercial.
• We don't publish sponsored content disguised as editorial. If we ever publish sponsored content, it would be clearly labeled as such.
• We have no commercial agreements with banks that compromise editorial independence.
• We don't use affiliate links that could bias financial product recommendations.

How we'd disclose future commercial relationships

If we ever incorporate any of the following practices, we would do so with explicit and visible disclosure:

• Affiliate links: notice at the start of the article indicating the commercial relationship.
• Sponsored content: "SPONSORED" tag in title and at the start of the article.
• Institutional partnerships: public disclosure on this page and in the relevant article.

Update policy

Finance is a dynamic discipline. Rates change, regulations evolve, products update. We apply the following review cycles:

• Articles with critical data (rates, legal limits, tax figures): review every 6 months
• Articles about specific products (apps, banks, funds): review every 12 months or upon major changes
• Articles about general concepts: review every 18-24 months
• Significant regulatory changes: immediate update if directly affecting users

Each article visibly carries the date of last update. If it exceeded 12 months without review, we recommend verifying figures directly with the cited official source.

Correction policy

Errors happen. When we detect them — whether through internal review or reader reporting — we apply the following protocol:

1. Minor errors (typos, broken links): immediate correction without visible note
2. Errors in data or figures: correction + visible note at end of article: "Correction [date]: previous version indicated X. Correct figure is Y."
3. Errors that change the article's conclusion: prominent correction at start of article, without hiding the change

We don't rewrite history. If we publish incorrect data, the correction is recorded so readers can evaluate traceability.

Use of AI tools in editorial process

We apply total transparency regarding the use of artificial intelligence:

Yes, we use AI tools (language models like Claude or GPT) in parts of the editorial flow: initial research, draft generation, style editing, assisted translation between languages. But human process is essential:

• No article is published without substantive human review. AI accelerates the process, doesn't replace editorial judgment.
• Numbers and numerical data are manually verified against official sources. Models can generate incorrect numbers; a human validates each critical figure.
• Opinions and recommendations are human. AI doesn't decide what to recommend.
• Deep local knowledge comes from human experts, not generic models.

How to report errors or request corrections

If you find an error, an outdated figure, or a claim requiring review, write to support@cashcontrolly.com including:

• Article link
• Specific section or paragraph
• What the error is and, if possible, the correct source

We review every report seriously. If you confirm an error with backing, we apply the correction and respond personally.

Editorial collaboration proposals

We're seeking certified professionals from financial, accounting, and legal sectors in the 15 countries where we operate to join the review program. If you're interested in collaborating, write to the same support email indicating your specialty and country.