Privacy Policy

We collect the following categories of information:

• Account information — your name, email address, business details, and login credentials.
• Content you provide — price books, plans and PDFs you upload, estimates, proposals, invoices, and client details you enter.
• Payment information — billing details, processed by our payment provider (we do not store full card numbers).
• Usage & device data — log data, IP address, browser type, and how you interact with the Service.

We use your information to:

• Provide, maintain, and improve the Service;
• Generate estimates, takeoffs, proposals, and invoices at your direction;
• Process payments and manage your subscription;
• Communicate with you about your account and support requests;
• Protect the security and integrity of the Service.

We share information with a limited set of vendors who process it on our behalf and under contract, including:

• Stripe — payment processing and subscription billing.
• Supabase — database, storage, and authentication hosting.
• Anthropic — AI processing used to help prepare estimates and proposals.

We do not sell your personal information. These providers may only use the information to provide services to us.

We retain your information for as long as your account is active and as needed to provide the Service. You may request deletion of your account data, subject to legal and legitimate business obligations (for example, retaining records required for tax or accounting purposes).

Depending on your location, you may have the right to access, correct, export, or delete your personal information, and to object to or restrict certain processing. You can exercise these rights through your account settings or by contacting us.

We use administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

If you have questions about this Privacy Policy or how your information is handled, please reach out through your Cortex account contact.