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How We Use Your Data

Version 1.0 · in effect from 1 October 2026

The gist

  • Your data runs your books. That's it. No selling it, no ads, no peeking without a reason.

This summary helps you read the document. The full text below is what applies.

1. What we never do

  • Sell your data.
  • Use it to show you ads, or let others use it for ads.
  • Use a practice's client list to market to its clients.
  • Use your data to train AI models.

2. What we do

  • Store and process it so Billbook works for you and the people you share it with.
  • Look at your account only when you ask us for help, to fix a problem, to keep the service secure, or when the law requires it.
  • Use combined, de-identified numbers (like how many invoices are sent each month) to understand and improve Billbook.
  • Use it for AI features you or your practice turn on, as set out in the AI Terms.

3. Who sees it

You, the people you give access to (such as your staff and your accountant), our service providers listed on the Subprocessors page, and government agencies when you send them something or the law requires it.

4. Your control

Choose who can access your account and what they can do, export your data any time, and close your account when you want. Our Privacy Policy has the full details.

Version history

  • Version 1.0, from 1 October 2026 (current)

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