Techtrio Automation (“we”, “us”) provides the Invoicify product and operates the platform at invoicify.in. This policy explains, in plain language, what we collect, how we use it, and who we share it with. We’ve written it to match what the product actually does.
Information we collect
- Account information: your name, mobile number, and email address. If you sign in with Google, Apple, or Facebook, we receive the basic profile (name, email) from that provider.
- Business profile: your company name, registered address, GSTIN, and the bank account details you choose to print on invoices.
- Content you create: invoices, quotations, clients, vendors, products, expenses, and files you upload such as your logo, invoice PDFs, and expense receipts.
- For CA / accounting users: the client tax details you enter to prepare filings (for example PAN, GSTIN, and related figures).
- Technical & security data: IP address, device and browser information, and login history — used to secure your account.
- Communications: support messages and feedback you send us.
What we do not collect
We never see or store your card number or CVV — card payments are processed entirely by Razorpay. We also do not run third-party advertising or analytics trackers inside the app.
How we use your information
- To provide, operate, and improve the Invoicify platform.
- To sign you in — we send one-time passcodes over WhatsApp and email (we do not use SMS).
- To process subscription payments and manage your plan via Razorpay.
- To send transactional messages (invoice status, payment confirmations) and, optionally, product updates you can unsubscribe from.
- To power AI features (ARIA) — see “AI features” below.
- To meet legal and GST obligations, and to detect and prevent fraud or abuse.
AI features (ARIA)
When you use ARIA or other AI features, the business data needed to answer your request — for example invoice and client figures, or a photo of an expense receipt — is sent to our AI provider, Anthropic, to generate the result. This data is used only to provide the feature to you and is not used to train third-party AI models.
Who we share data with
We do not sell your personal data. We share it only with the service providers that make Invoicify work, each under its own terms: Razorpay (payments & subscriptions); Anthropic (AI features, as above); WATI and Meta / WhatsApp Business (delivering one-time passcodes, invoices, and reminders to WhatsApp); our email provider (transactional and account email); GSTIN/PAN verification providers (only when you choose to verify a tax ID); MongoDB Atlas (database hosting); Cloudflare R2 (secure file storage); and Sentry (error monitoring, where enabled). We also disclose information to government authorities where the law requires it.
Data security
- Data is encrypted in transit using TLS.
- Your organisation’s data is logically isolated and access-scoped at the data layer, so one business cannot read another business’s records.
- Authentication tokens are stored hashed; two-factor authentication and passkeys (Face ID / fingerprint) are available and recommended.
- Access to production systems is restricted to authorised personnel.
Data retention
We keep your account and business data for as long as your account is active. Security and audit logs are kept for limited periods and then expire automatically. When you delete a record, it is removed from active use and purged on our retention schedule. Some records — such as GST and tax documents — may be retained longer where Indian law requires it.
Your rights under the DPDP Act
- Right to access — request a copy of your personal data.
- Right to correction — fix inaccurate or incomplete data.
- Right to erasure — request deletion of your data; we action verified requests within 30 days, subject to legal retention duties.
- Right to portability — export your invoices, clients, and reports from within the app.
- Right to withdraw consent — opt out of product or marketing emails at any time.
Cookies
We use a small number of strictly-necessary cookies to keep you signed in, and we store a few preferences in your browser. We do not currently use analytics or advertising cookies. See our Cookie policy for the full list.
Contact our privacy team
To exercise your rights or for any privacy-related query, contact us at [email protected]. We respond within 30 days. For general enquiries, visit our contact page.