Privacy Policy

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Last updated: [DATE YOU PUBLISH THIS]

This policy explains what personal data Receiptsly collects, why, and what rights you have over it. Receiptsly is built for scanning and organising receipts and invoices for UK tax purposes, and this policy is written with that specific, narrow purpose in mind.

1. Who we are

Receiptsly is operated by [YOUR FULL LEGAL NAME], trading as Receiptsly (or, once registered, the relevant limited company name and company number). For the purposes of UK GDPR, this is the "data controller" responsible for your personal data.

Contact: privacy@receiptsly.uk

2. What we collect

CategoryWhat
Account detailsEmail address, hashed password (never the password itself), business name if you provide one
Scanned documentsThe receipt/invoice photos or PDFs you upload, and the data our AI reads from them - date, supplier name, amount, VAT, and a short description. These may occasionally contain personal data if it appears on the document itself (for example, a named individual on an invoice)
Technical dataIP address (used only to prevent abuse - see Section 6), browser/device type, login timestamps
WhatsApp detailsOnly if you choose to connect a phone: your phone number and WhatsApp display name, so we know which account a receipt sent over WhatsApp belongs to. See Section 4a
Support contactAnything you send us directly, e.g. by email

We do not collect payment card details ourselves - if billing is enabled in future, that will be handled by a payment processor (e.g. Stripe) and this policy will be updated accordingly.

3. Why we process it, and our lawful basis

  • Providing the service (reading and organising your documents, showing your dashboard and exports) - necessary to perform our contract with you.
  • Account security (rate limiting, login codes for new devices, fraud prevention) - our legitimate interest in keeping the service and your account secure, balanced against your rights.
  • Fixing bugs and keeping the service running - legitimate interest.
  • Emailing you about your account (verification, password resets, login codes) - necessary to perform our contract, since these emails are how the account and its security features work.

We do not use your data for advertising, and we do not sell it to anyone.

4. How AI reads your documents

Each document you scan is sent securely to Anthropic's Claude API, which reads it and returns the structured data you see in the app (date, supplier, amounts, category). This is the core of how Receiptsly works - without it, documents couldn't be read automatically.

Data sent to Anthropic through their API is - per Anthropic's own API terms at the time of writing - not used to train their models. You should confirm the current wording of Anthropic's API/commercial terms yourself before relying on this in a customer-facing policy, as third-party terms can change.

4a. If you connect WhatsApp

Connecting a phone to Receiptsly on WhatsApp is entirely optional, and nothing about it is switched on unless you choose it in Settings. If you do connect one, three extra things apply:

  • We store your phone number, and the display name on your WhatsApp profile, so we know whose books an incoming receipt belongs in. Disconnecting the number in Settings deletes both.
  • Any receipt you send that way passes through Meta's WhatsApp infrastructure before it reaches us, and our reply passes back through it. That means Meta processes those images and messages under WhatsApp's own privacy policy, which we don't control. If you'd rather your receipts never touched a third-party messaging service, upload them in the app instead.
  • We only ever reply to a message you sent us first. We don't send marketing over WhatsApp.

5. Who we share data with

We use a small number of specialist service providers ("processors") to run Receiptsly. None of them can use your data for their own purposes - they only process it on our instructions, to provide their service to us.

ProviderWhat they doWhere
AnthropicReads scanned documents (AI)United States
RenderHosts the application and databaseEU (Frankfurt, Germany)
BackblazeStores encrypted off-site backups[check your Backblaze bucket region]
ResendSends account emails (verification, password reset, login codes)[check Resend's current data region]
Meta Platforms (WhatsApp)Carries receipts and replies, only if you connect a phone to WhatsAppUnited States / Ireland

Where a provider is based outside the UK, we rely on the safeguards required by UK GDPR for international transfers (such as Standard Contractual Clauses) - you should confirm each provider's current transfer mechanism directly with them, since this can change over time.

We do not share your data with any other third party, and never with other Receiptsly customers - every account's documents are strictly isolated from every other account.

6. Security

  • Passwords are hashed, never stored in plain text.
  • Every document, export and file is scoped to your account - there is no way for one customer to see another's data through the app.
  • Traffic to Receiptsly is encrypted in transit (HTTPS).
  • Rate limiting and login codes protect your account against password-guessing attacks.
  • Nightly encrypted backups are kept for 30 days in case of data loss.

7. How long we keep data

  • Your documents and account: kept for as long as your account is open. You can delete individual documents, wipe all your data, or close your account entirely at any time from Settings.
  • Backups: retained for 30 days, then automatically deleted.
  • Deleted data: removed from the live database and file storage immediately; it may persist in backups for up to 30 days after that, purely as a disaster-recovery copy.

8. Your rights

Under UK GDPR you have the right to:

  • Access your data - use the export tools in the app (CSV/PDF/spreadsheet), or ask us directly.
  • Correct inaccurate data - edit any scanned document from the Transactions page.
  • Delete your data - from Settings, at any time, without needing to ask us.
  • Export your data in a portable format - built into the app.
  • Object to, or ask us to restrict, certain processing.
  • Complain to the ICO (the UK's data protection regulator) if you think we've done something wrong - see Section 10.

9. Children

Receiptsly is a business tool and is not directed at, or intended for use by, anyone under 18.

10. Complaints

If you're unhappy with how we've handled your data, please contact us first at the address in Section 1 so we can try to put it right. You can also complain to the Information Commissioner's Office (ICO) at ico.org.uk or on 0303 123 1113.

11. Changes to this policy

If we make material changes to this policy, we'll let existing account holders know by email before the changes take effect.

This document is a starting template, not legal advice. Please have it reviewed by a solicitor before relying on it commercially, and fill in every highlighted placeholder first.

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