Privacy
Last updated October 25, 2026
This page explains what PaidVia AI collects, why, who processes it for us, and the choices you have. PaidVia AI is operated by Propty, Inc. ("we").
What we collect
- Your account: your sign-in email address, your business name and the settings you choose (sender name, reply-to address, reminder schedule).
- Invoices you give us: files you upload or forward (PDFs, scans, photos, spreadsheets), what we read from them, and invoices synced from QuickBooks Online or Xero if you connect one. These include your customers' names, email addresses, invoice numbers, amounts and due dates.
- Messages: emails we send for you, delivery results (bounces, complaints) and replies your customers send to those emails.
- Payments: payment status and amounts from Stripe. Card details are entered on Stripe's pages and never reach PaidVia AI.
- Website chat: questions you type into the chat on paidvia.ai are sent to Anthropic to generate an answer. We don't store the conversation, and the assistant has no access to any account.
- Usage events: a small set of product events (for example: a page was visited, a workspace was created, a document was read, a payment was confirmed). They carry only random identifiers and outcomes, never names, email addresses, invoice contents or amounts tied to a person. We don't use advertising trackers.
How we use it
- To read your invoices, send the payment requests and reminders you approve, take payments into your own Stripe account, and show you what is owed.
- To keep the service secure and working, and to answer support requests.
- We don't sell personal information, and we don't use your invoices or your customers' data to train AI models.
Who processes it for us
- Supabase: database, sign-in and file storage.
- Vercel: hosting.
- Stripe: card payments (paid into your own connected Stripe account) and our subscription billing.
- Resend: sending and receiving email.
- Anthropic: reading invoice documents (each file is sent for that read only) and answering website chat questions.
- PostHog: the usage events described above.
- Intuit (QuickBooks Online) and Xero: only if you connect one. Access is read-only, and you can disconnect at any time.
Your customers
You decide which customers we email, and every email is sent in your business's name. Customers can unsubscribe from any email. After that, we don't email that address for your business again. If a customer asks us about their data, we'll point them to you and help you respond.
Your choices
- Export: download your workspace data from Settings at any time.
- Disconnect: disconnecting QuickBooks Online or Xero revokes our access and deletes the stored tokens.
- Delete: email support@paidvia.ai from your account's address to have your workspace and its data deleted. We may keep records we're legally required to keep, such as billing records.
Security
Data is encrypted in transit. Accounting tokens are encrypted at rest. Each workspace can only see its own data. Invoice files are stored privately and only shown to members of that workspace.
Changes
If we change this page in a way that matters, we'll update the date above and tell account owners by email.
PaidVia AI is operated by Propty, Inc., 1205 Taylor Street, Austin, TX 78702. Questions: support@paidvia.ai. See also Terms · Privacy.