Privacy Policy

Automated Savings AI Inc. ("Automated Savings," "we," "us") is committed to protecting your privacy. This policy explains how we collect, use, and safeguard information when you use the Automated Savings platform and visit our website.

Account information

When you create an account, we collect your name, email address, company name, and role. If you sign in via an identity provider (Google, Microsoft), we receive your profile information from that provider.

Usage data

When product analytics is enabled, we associate platform activity with your authenticated account and workspace. This may include normalized pages and sections viewed, features and controls used, workflow outcomes, active session duration, browser and device characteristics, and application performance. Behavioral analytics does not collect text entered into forms, search terms, document contents, raw record identifiers, or full page URLs.

AI interactions

When you ask an AI feature a question, we may retain the exact question for up to 90 days to evaluate feature usefulness, reliability, and safety. Access is restricted to specifically authorized Automated Savings personnel and is audited. AI questions and business content are not sent to our behavioral analytics provider. Responses that form part of your conversation or a saved business record follow the retention rules for that feature.

Masked session replay

Where enabled for your workspace, we may record a masked reconstruction of how the interface was used so we can diagnose usability and reliability problems. Inputs and ordinary page text are masked, and chat, documents, tables, uploads, authentication, financial details, and previews are excluded. Replays are retained for no more than 30 days. Your workspace may be excluded from replay by contacting us.

Client data

When you upload spend data, contracts, or other business documents, that data is stored in your isolated database schema. We access or analyze business data only as needed to provide, secure, and support the service, or through the restricted and audited AI-question review described above. We do not sell that data or disclose it for advertising.

• To provide and maintain the Automated Savings platform
• To authenticate your identity and manage your account
• To process your spend data and generate insights within your isolated environment
• To send transactional communications (password resets, billing notices)
• To understand feature adoption and improve workflows using identified usage data with restricted access
• To evaluate AI feature quality using time-limited question history and operational metadata
• To diagnose usability, performance, and reliability issues using privacy-masked recordings where enabled
• To comply with legal obligations

Automated Savings uses a schema-per-client architecture. Each client's data is stored in a dedicated PostgreSQL schema, and application requests are scoped to the authorized client through server-side access controls. We maintain technical and organizational safeguards appropriate to the service and can provide current security details on request.

We do not sell your personal information. We may share information with:

• Service providers who help us operate the platform (hosting, email delivery)
• PostHog, which processes pseudonymous product events and masked session replay in its United States cloud environment when analytics is enabled
• Law enforcement when required by law
• Business successors in the event of a merger or acquisition, with notice

We retain account information for as long as your account is active. Client data is retained for the duration of your subscription and deleted within 90 days of account termination upon request. Exact AI questions retained for analytics are deleted or made unavailable after 90 days, raw first-party product events after 13 months, masked session replays after 30 days, and deidentified daily trend aggregates after 24 months. A shorter period applies when required by contract or law.

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate data
• Request deletion of your data
• Export your data in a portable format
• Withdraw consent for optional data processing

We use essential cookies for authentication and session management. When product analytics is enabled, we may also use browser storage or similar identifiers to connect events within a signed-in session and enforce replay settings. We do not use this information for advertising or sell it to data brokers.

For privacy-related inquiries, contact us at [email protected].