Is information sent for intelligent analysis stored?

How it works depends on the selected option. With Apple Intelligence, compatible analysis takes place on the device. With Nett’s external service, and only after you give consent, the necessary information is sent through a secure proxy to fulfil the request; it is not used as storage for your transactions or financial records. You can withdraw that consent in App preferences.

The usage allowance is independent of where analysis takes place: records processed on the device also use the monthly allowance and, where applicable, extra credits.