Privacy & security
A plain-language summary of what happens to your data in Cashfinity. The binding document is the privacy policy.
What we store
Section titled “What we store”- Your account: your name, email and password. Passwords are stored only as a secure hash, never in readable form.
- Your workspaces: receipts (including the original eKasa data), transactions, line items, categories, labels and rules.
- Chat conversations with the assistant, per workspace.
- Feedback you send, with device info if you choose to include it.
Who can see it
Section titled “Who can see it”Only you, and the people you invite to a workspace. Everyone in a workspace sees everything in it. There is no per-receipt privacy (more). Chat conversations are the exception: only the person who had them can see them.
Services that process data
Section titled “Services that process data”| What | Who | Which data |
|---|---|---|
| Receipt lookup | Financial Administration (eKasa) | The receipt ID you scan. The receipt itself contains no customer data (details). |
| Categorizing items | Anthropic (Claude AI) | Item names, quantities and prices, the shop’s name, and your category and label names. |
| Chat assistant | Anthropic (Claude AI) | Your question, the recent conversation, your time zone and language, and the figures it looks up (details). |
| Emails (password reset, invites) | An email delivery provider | Your email address and the message. |
| Error reports | Sentry | Technical details of app errors. No user details, cookies or request contents. |
Neither AI request includes your name, email or password.
Visit statistics (which screens are used) are collected with a self-hosted, cookieless tool and stay on Cashfinity’s own servers.
Security
Section titled “Security”- All connections are encrypted (HTTPS).
- The database is backed up every night, and an encrypted copy is kept with a separate storage provider.
Take your data with you or delete it
Section titled “Take your data with you or delete it”- Export: the workspace owner can export everything as CSV or JSON at any time.
- Delete a workspace: the owner can delete a workspace with all its data.
- Delete your account: this isn’t in the app yet. Ask us through Settings → Send feedback and we will delete it.