Privacy Policy

Information we process

We process account information such as your name, email address, authentication details, workspace membership, subscription status, and product settings needed to run your account. We also process invoice files you upload, including PDF invoices, receipts, and related business documents.

When invoices are processed, InvoSort may extract invoice metadata such as vendor, date, amount, category, type, file status, and other fields shown in the dashboard. This data is used to help you review and organize invoice records.

Invoice processing

InvoSort uses AI-assisted extraction and classification workflows to read uploaded invoice files and turn them into structured data. Automated extraction can be imperfect, so users are responsible for reviewing invoice results before relying on them for bookkeeping, tax, reporting, or payment decisions.

Supported file types and scan quality may affect results. Blurry, incomplete, handwritten, password-protected, very large, or unusual invoice files may fail, take longer, or produce incomplete OCR and extraction output.

You are responsible for the files and content you upload. Do not upload documents unless you have the right to use them with the service and share them with service providers involved in processing and storing them.

Billing and payments

Subscription billing and payment handling are processed by Stripe. InvoSort receives billing status information needed to show your plan, manage access to billing tools, and support subscription workflows. We do not store full payment card numbers on InvoSort servers.

Plans may include a 14-day free trial. Unless canceled before the trial ends, subscription billing starts through Stripe. Invoice usage limits and invoice credit packs may be used to manage upload volume for the applicable billing period.

Cookies, sessions, and page context

InvoSort uses cookies, local storage, and session data to keep you signed in, remember interface preferences, and operate protected app pages. Public pages may use Vercel geo or IP-derived headers, when available, for lightweight and non-blocking page personalization such as general location wording. This does not use browser GPS, does not require a location permission prompt, and is not stored for location tracking.

Cookies and local storage may also be used for analytics, performance measurement, visitor behavior trends, preferences, security, and advertising or campaign measurement where applicable. Analytics and marketing storage can be managed in cookie preferences.

Service providers and storage

We rely on service providers for authentication, database storage, file storage, hosting, billing, and invoice processing. These providers process information only as needed to provide the service, operate infrastructure, secure accounts, process invoices, and manage subscriptions.

Analytics, performance, and ads measurement providers may include DataFast, Vercel Analytics, Vercel Speed Insights, Google Analytics, and Google Ads, depending on your consent settings and the page you visit.

How we use information

We use information to authenticate users, store and process invoices, display extracted invoice records, support billing, troubleshoot product issues, improve reliability, prevent abuse, and respond to support requests. We do not sell personal data.

Security and retention

We use practical safeguards provided by our authentication, hosting, storage, and payment providers, plus application access controls, to help protect account data and invoice records. No online service can guarantee absolute security.

We keep account, invoice, and billing records for as long as needed to provide the service, comply with operational needs, resolve disputes, prevent abuse, and support lawful recordkeeping. You may contact us if you need help with account or data deletion requests.

Contact

For privacy questions or account requests, contact support@invosort.com.