Privacy policy

What we collect

Your email address and, if you enter one, a display name and the country/region where your business is registered. For each accounting review you complete: the figures derived from the source documents you selected, the findings produced, and any notes or classifications you add. If you choose Save to workspace, the document file itself.

What we do not collect

We do not connect to your bank or accounting software, and we never request your whole accounting file, payroll, customer lists or tax returns. We do not infer your location from your IP address, your bank, or the contents of your documents.

Why we collect it

Solely to complete the accounting review you requested and present the report. Each requested source document includes a clear explanation of why it is required.

Analyze-only mode

By default spreadsheets are read in your browser. A PDF or image you select is sent securely for temporary text extraction and is not saved. Only the confirmed figures needed for the accounting review are retained.

How long we keep it

• The file itself. In analyze-only mode it is never stored anywhere: a spreadsheet is read in your browser, and a PDF or image passes through the extraction request and is gone when the request ends. In Save to workspace mode it is kept until you delete it.
• Extraction results. The proposed rows stay in your browser until you confirm them. Analyze-only review records, and the figures in them, are removed automatically within about 24 hours.
• Deleting a review. Deleting a review removes its saved file and every record attached to it — documents, findings, imported batches, transaction rows and matches — in the same action.
• Backups. The hosting platform keeps rolling automated database backups, retained for about 14 days. A deleted record can persist inside those backups until they roll over, then it is gone. Backups are only ever used to restore the service after a failure.
• Logs. Error and request logs record what failed and when, not document contents or transaction rows.
• Closing your account. You can close it yourself at any time from Settings → Privacy & data → Close my account. This permanently deletes all stored data and your sign-in in one step; platform backups roll over within about 14 days.

Artificial intelligence

Two steps use a hosted model, both through the platform's AI gateway, which does not use application data for model training. Extraction sends only the single PDF or image you selected, so text and figures can be proposed for your confirmation. The written explanation sends only balances, finding titles, amounts, confidence figures and signal words — no files and no transaction rows. Neither step stores anything on your behalf with the model provider.

Who can see your data

Only you. Database access rules tie every row to your account. Our internal admin view shows counts and activity dates, never document contents, transactions or findings.

Your rights

You can see what is stored, export findings and supporting evidence, and delete everything from the Privacy & data screen inside the app. Deletion removes the files from storage and the records from the database. You may also ask us to delete your account entirely.

Contact

Use the contact form on this site for any privacy request, and we will respond.