Privacy Policy

Account Information. When you create an account we collect your name, email address, username, and password (stored as a one-way hash). If you sign up via a team invitation, we also receive the email address your invitation was sent to.

Project and Budget Data. All budget line items, project settings, PO log entries, payroll entries, petty cash records, comments, and other data you create within the Service are stored on our servers so we can provide the Service to you.

Uploaded Files. When you upload documents to AIbudget (including for AI-assisted extraction such as PO log document import and payroll batch import), file contents are transmitted to our AI provider (Anthropic) for processing where applicable, and may also be stored on our servers so they remain accessible to your project team for reference. Files are associated with a specific project or record and are only accessible to authenticated users with access to that project. Files are retained for the lifetime of the associated record and removed when you delete the record or upon request.

Aggregate Usage and Service Data. We may collect and analyze data about how you and other users interact with the Service, including budget structure, line item categories, rate ranges, and project workflow patterns. This data may include information attributable to specific users or teams when needed to validate data quality, prevent abuse, or maintain the integrity of our analytics. We use this data to operate the Service, improve features, develop new products, and produce internal analytics and benchmarks.

Communications. If you contact us by email, we retain that correspondence to respond to your inquiry and improve our support.

We use the information we collect to:

• Provide, operate, and maintain the Service
• Authenticate your identity and manage your account
• Send transactional emails: account verification, password resets, and team invitations
• Enable real-time collaboration features between team members
• Process documents through AI extraction when you request it
• Improve and develop new features
• Maintain internal analytics, including aggregated rate and budget data, to inform product development and potential future features. Access to these analytics is restricted to authorized personnel at Shoomie, Inc.
• Comply with our legal obligations

We do not sell your personal information to third parties. We do not use your budget data or project content for advertising purposes.

AIbudget uses Anthropic’s Claude API to power AI document extraction (invoices and payroll reports) and AI production report generation.

What is sent to Anthropic:

• Files you upload for extraction (invoice PDFs, payroll PDFs, images)
• Aggregated budget and financial data when you generate a production report
• Text prompts describing the extraction or analysis task

What is not sent to Anthropic: Your account credentials, personal contact information, or any data unrelated to the specific AI request you initiate.

Data handling: Anthropic’s handling of API inputs is governed by Anthropic’s Privacy Policy and commercial terms. Anthropic’s API terms state that they do not train models on API inputs by default. Source files that you upload may be retained on our servers after the API call completes so they remain accessible to your project team for reference (see Section 1).

All AI features are opt-in actions — data is only sent to Anthropic when you explicitly trigger an extraction or report.

We use the following third-party services to operate AIbudget:

Each of these services has its own privacy policy. We encourage you to review them if you have concerns about specific data practices.

We take reasonable technical and organizational measures to protect your data:

• All data in transit is encrypted using TLS/HTTPS
• Passwords are stored as one-way bcrypt hashes and are never readable, even by us
• Account access is protected by email verification and brute-force lockout (5 failed attempts triggers a 15-minute lockout)
• API endpoints require authentication and enforce authorization checks to ensure users can only access their own team’s data
• Database access is restricted to application-level service roles

No method of electronic storage or transmission is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

We retain your account and project data for as long as your account is active. If you delete your account, we will delete your personal information and project data within a reasonable time, except where we are required to retain it by law or for legitimate business purposes (such as resolving disputes or enforcing agreements).

Source files you upload (for example, invoices, payroll PDFs, and receipts processed through AI extraction) may be retained on our servers for the lifetime of the associated project or record so they remain accessible for reference. You may request deletion of specific files at any time by contacting us or by deleting the associated record in the application.

Depending on your location, you may have the following rights regarding your personal information:

• Access. Request a copy of the personal information we hold about you.
• Correction. Request correction of inaccurate information. You can update most account details directly in the app under Account Settings.
• Deletion. Request deletion of your personal information, your account, or specific uploaded files. Contact us at support@aibudget.co to request deletion.
• Portability. Request an export of your data in a machine-readable format.
• Objection / Restriction. Object to or request restriction of certain processing activities.

To exercise any of these rights, contact us at support@aibudget.co. We will respond within 30 days. We may need to verify your identity before processing your request.

California residents have additional rights under the CCPA, including the right to know what personal information is collected and the right to opt out of the sale of personal information. We do not sell personal information.

AIbudget uses session cookies required for authentication (to keep you logged in). These are strictly necessary for the Service to function and cannot be disabled without logging out.

We do not currently use advertising cookies, third-party tracking cookies, or analytics cookies.

The Service is not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected information from a child under 13, please contact us and we will delete it promptly.

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by posting a notice in the Service before the change takes effect. The “Effective” date at the top of this page indicates when the policy was last updated.

Questions, concerns, or data requests? Contact us at support@aibudget.co.

Shoomie, Inc. · Los Angeles, CA