AccountsReceivable.ai
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Privacy policy

How AccountsReceivable.ai, the AI accounts receivable agent that helps finance teams get paid faster, collects, uses and protects your information on the website and in your workspace. Last updated: October 2026.

The short version

We collect the details you need to sign up and the receivables data you choose to import or sync into your workspace, and we use that data only to run the agent for you: reminders, calls, cash application, reporting and sync back to your books. We never sell your data and we do not use it to market to your customers.

Who is responsible

The controller of personal data collected on accountsreceivable.ai is the administrator of the accountsreceivable.ai service, reachable at [email protected]. For the data about your own customers that you put into your workspace, you are the controller and we process it on your behalf to provide the service.

Information we collect

  • Account details. Your work email, confirmed with a one-time code, and the details you add to your workspace, such as your business name, sender name and reply-to address.
  • Receivables data you import or sync. Invoices, customer names, billing contacts, email addresses and phone numbers, amounts, due dates and payments, from a CSV you upload or from the accounting system you connect.
  • Connection credentials. The API credentials and tokens you paste in to connect your ledger, and the SMS and calling credentials you add for texts and phone calls. These are stored encrypted.
  • Collections activity. The reminders, texts and calls the agent sends, replies, call transcripts and outcomes, promise-to-pay dates and the notes it records on each invoice.
  • Billing data. Your plan and subscription status. Card details are entered on the payment operator's checkout page and never reach our servers.
  • Technical and log data. IP address, browser type and the page you arrived from, used for security, abuse prevention and understanding traffic. We use only cookies needed for the site to work, such as your session, and the advertising measurement cookie described below.

Advertising measurement

We advertise on Google and Microsoft Bing. When you arrive from one of our ads, we keep the ad click identifier (such as gclid or msclkid) and the campaign parameters in a first-party cookie for up to 90 days, and store them with your signup and your account, so we know which ads lead to signups and purchases. When you pay, the same identifiers are attached to the payment record at our payment processor. We do not load advertising tags or pixels from Google or Microsoft on this site, and we send no names, email addresses or payment details to them. You can block these cookies in your browser settings.

How we use your information

  • To run the agent: send reminders, texts and calls about your open invoices, match payments to invoices, predict pay dates and report on your receivables.
  • To write payments, statuses and activity back to the accounting system you connected.
  • To sign you in, send service emails about your account and answer your questions.
  • To keep the service secure and to prevent abuse and fraud.

We do not sell personal data, we do not use your customers' contact details for anything other than the collections work you set up, and you control the tone and cadence the agent uses.

How we share information

We share data only with service providers that help us run AccountsReceivable.ai, and only as far as they need it: a hosting provider, an email delivery provider, a payment operator, an AI model provider that drafts messages and runs the phone conversations, and your own accounts with the accounting system and the SMS and calling service you connect. We may disclose information when the law requires it or to protect our rights and users.

Data retention

We keep your workspace data for as long as your account is active and for a reasonable period afterward to meet legal, accounting and security obligations. You can ask us to delete your workspace data at any time, and we will do so unless we are required to keep it.

Security

We use encryption in transit, encrypt stored credentials and limit who can access data. The agent reads what it needs to collect and nothing more. No method of transmission or storage is perfectly secure, but we work to keep your data safe and to collect as little of it as possible.

Your choices and rights

You can access, correct or delete your information, disconnect your accounting system at any time, and opt out of non-essential email. Depending on where you live, you may have additional rights over your personal data. To use any of them, email us and we will help.

Changes to this policy

We may update this policy as the product evolves. When we make material changes we will update the date at the top and, where appropriate, notify you.

Contact

Questions about privacy? Email [email protected].