Finvo privacy notice

Finvo application: information we handle

We receive information you provide, information supplied by authorised members of your business or your connected accountant, and records from integrations you or your organisation enable. The information depends on the features you use.

• Account and business information: names, email addresses, account identifiers, sign-in information, organisation membership and access permissions; business and customer contact details, including addresses when entered in invoices or records.
• Accounting documents and financial records: receipts, invoices, bills, statements, photos, PDFs and other files you upload; the text and fields extracted from them; transaction dates, descriptions, amounts, tax information and bank details present in records you provide.
• Private collaboration content: your accountant’s requests, your replies and explanations, attachments, submission status and conversation history. These are associated with the relevant business and account.
• Service and technical records: installation or device identifiers used by the service, notification tokens, request timestamps, processing status, errors and operational audit records. Document-processing audit records can include source references, extracted text, AI requests and responses; they are not limited to anonymous technical statistics.

How we use application information

We use this information to sign you in, maintain company access, store and organise documents, extract accounting information, manage invoices and requests, support private communication with your accountant, deliver service notifications, and operate, secure and troubleshoot Finvo.

Customer documents, financial information and private replies are used to provide Finvo and the relevant customer’s bookkeeping or accounting collaboration. We do not sell this information, use it for advertising, or make it available to unrelated customers.

Account information needed to authenticate you is necessary to provide the service. Uploads, replies and integrations depend on the features you choose; if you do not provide the information needed for a particular request, we may be unable to complete that feature or accounting task.

AI-assisted document processing

Finvo uses document-reading and AI services to extract and organise information from files. This can involve sending document text, images or PDF-page images and relevant business context to the processing provider. Processing records may retain prompts, results and source references for operating and investigating the service.

Extracted information can be inaccurate and should be reviewed by you or your accountant. Finvo’s document extraction and suggestions do not replace professional judgement or constitute an autonomous tax or legal decision.

Who can receive application information

Relevant records and replies are available to authorised people in your organisation and the accountant or bookkeeper connected to it. Connecting an accountant is different from publishing your documents to other Finvo customers.

Service providers supporting Finvo may process information for cloud hosting, file storage, database operations, authentication, email and push-notification delivery, and document extraction or AI processing. Google/Firebase supports authentication and notifications where used; Apple supports Sign in with Apple when chosen. The providers and information involved depend on the enabled service.

When you or your organisation enables an integration such as Google Drive or Xero, relevant files or records are exchanged with that connected service for the requested workflow. Those services and your accountant may also have their own privacy notices and obligations. Disconnecting an integration does not automatically remove copies already delivered to it.

We may disclose information where required by law or necessary to establish, exercise or defend legal claims. Ask experts@finvo.ai for information about the service providers involved in processing your organisation’s records.

Our role and application lawful bases

Techbooks Ltd is responsible for account administration, operating and securing Finvo, and responding to enquiries. Where we handle business records on an organisation’s or accountant’s instructions, that organisation or accountant may determine the purpose of those records and be responsible for its own lawful basis and notices.

For our own processing, we rely on contract where necessary to provide a service you request, legal obligations where applicable, and legitimate interests in providing and securing the business service, supporting authorised users, preventing abuse and resolving problems. Where a feature relies on consent, you can withdraw it through the relevant setting or by contacting us; withdrawing consent does not affect earlier lawful processing.

Account closure, deletion requests and retention

You can use Me → Delete account in the mobile application to close your account and sign out. Account closure does not automatically erase every uploaded document, accounting record, conversation or processing audit record, or copies held by your organisation, accountant or connected services.

To request deletion of your personal information or ask what remains after closure, email experts@finvo.ai from your registered email address and identify the relevant organisation. We may need to verify your identity and authority. We will assess the request, explain applicable limits and coordinate with the organisation responsible for business records where needed.

Retention depends on the purpose of the record: providing the active service, the organisation’s accounting-record requirements, applicable legal obligations, handling disputes, security and operational investigations. Not every record has the same retention period. Information no longer required for these purposes is subject to deletion or anonymisation; ask us about the criteria and records relevant to your request. Closing an account does not remove another organisation’s independent legal obligation to keep its records.

International processing and your choices

Finvo uses cloud, communications and AI services; information may be processed outside the United Kingdom. This notice does not promise UK-only storage. Contact experts@finvo.ai for the destinations and transfer arrangements relevant to your organisation and a copy or description of any applicable safeguards.

You can choose which files to upload, decline optional device permissions, manage notifications in your device settings and ask to disconnect an integration or change organisation access. Device permission changes do not by themselves delete information previously uploaded. Do not include unrelated personal information in documents or replies.

Website enquiries: information we collect

When you use the contact form, we collect your name, work email and business role. We also record the interface language, page path, referrer domain and path, and the specific UTM campaign fields associated with the enquiry. We do not store unrelated URL query parameters.

• We use Cloudflare Turnstile to help distinguish genuine submissions from automated abuse.
• We do not ask for payment-card details, tax records or accounting documents through this website enquiry form.

Website enquiries: purposes and lawful bases

We use your name, work email, role and enquiry context to respond and take steps you request before entering into a possible contract. Our lawful basis for that use is contract: the processing is necessary to take those pre-contract steps at your request.

We use limited attribution fields, security signals and submission records to operate a secure enquiry channel, prevent abuse and duplicates, route genuine enquiries, understand which outreach brings relevant enquiries, and maintain proportionate business records. Our lawful basis is our legitimate interests in running and improving that channel, balanced against the limited data collected and your reasonable expectations.

We do not add you to a marketing list because you submit this form. Any future direct-marketing choice will be presented separately and will include a clear way to opt out.

Website service providers

Cloudflare provides website hosting, security verification and the database used to store enquiries. Resend provides transactional email delivery so the Finvo team is notified of a new enquiry. These providers process information on our instructions and under their own contractual and security commitments.

Website enquiry retention and international processing

Retention of enquiry information depends on the time reasonably needed to respond, follow up on the requested pre-contract steps, maintain proportionate business records, establish or defend legal claims, and meet applicable obligations. You can ask us to delete your enquiry information or explain why particular records are still needed. Our providers may process information outside the United Kingdom; contact experts@finvo.ai for the destinations, relevant transfer arrangements and information about applicable safeguards.

Your rights

Depending on the circumstances, UK data-protection law may give you rights to access, correct, erase or restrict use of your information, or request a portable copy. You can exercise these rights by contacting experts@finvo.ai. Where an organisation or accountant controls the relevant business records, we may direct or coordinate your request with it.

You have the right to object to processing based on legitimate interests. Tell us the processing you object to and the circumstances so we can assess your request.

You may also complain to the UK Information Commissioner’s Office at ico.org.uk/make-a-complaint/. We do not use website enquiry data for solely automated decisions with legal or similarly significant effects.

Contact us

To ask a privacy question or exercise a right, email experts@finvo.ai or write to Techbooks Ltd at London (W1W 5PF) Office, 167-169 Great Portland Street, 5th Floor, London, England, United Kingdom, W1W 5PF.