Renvie is in a private beta. This is a plain-English draft of how your information is handled today; a reviewed policy will replace it before sign-up opens to the public.
1. What is stored
The transactions you upload or type, the original files you upload, your property details, loans and value history, your Renvie AI chats, and your settings and preferences, such as dashboard layouts and display choices. All of it is saved to your account.
2. Who can see it
Each account sees only its own data. Your records are not shared with other accounts.
We do not sell your data, share it with advertisers or use it for advertising. The only outside services that receive any of it are the ones described below.
3. What leaves your account
When you ask the assistant a question, your question and the figures and transactions of your records needed to answer it are sent to an outside AI service, which writes the reply. When you upload a file, the column names and a few sample values from each column are sent to the same kind of service to suggest how to read the file.
While Renvie AI is on, an import also asks the same kind of service to suggest a category for descriptions your saved rules cannot place; there is no separate switch, and turning Renvie AI off stops it. Suggestions use category words and up to three short description examples. When a column or the direction of money in or out is unclear, that column's heading and short examples from it, descriptions with only their sign, and property names are sent too, with amounts, long numbers, phone numbers, email addresses, people named after payment words (like Zelle from) and property names in the text hidden. Full transactions and amounts are never sent. Your saved rules take priority.
When Renvie AI needs a current outside fact, such as interest rates, market rents or a new rule, it looks it up on the public web through Perplexity and Firecrawl and shows the source and date. Only short search words are sent, such as a place, a topic or a time period.
Perplexity (web search) and Firecrawl (reads a public web page) are reached through our connector gateway. What is sent is short search words, such as a place, a topic or a time period, or a public web address.
Report an issue sends nothing by itself. It makes text you can read, copy and send yourself.
4. Renvie AI (beta)
Renvie AI is a beta feature. Its outputs are generated automatically by machine-learning models, may be inaccurate, incomplete or out of date, and are provided for general informational purposes only. Renvie does not provide financial, investment, tax, accounting, legal, lending or real estate advice, and Renvie AI is not your advisor, broker, agent or fiduciary in any capacity. No output constitutes advice or a recommendation of any kind. You are solely responsible for every decision you make and for its consequences. You must independently verify each output against your own records, and should consult a qualified professional, before relying on it for any important decision.
5. How long it is kept
| Data | Kept |
|---|---|
| Your records, files, properties and settings | Until you delete them or your account |
| Your Renvie AI chats | Until you delete them, or 30 days without activity, whichever comes first |
| Your question and token counts | While your account exists; deleting data or AI data keeps them |
| Backups and sign-in records kept by our hosting service | For a limited time, so deleted data can stay in a backup until it is replaced |
6. Deleting and taking a copy
Delete data (Workbook controls, or Settings, then Data & privacy) removes your transactions, imports, stored files, saved versions and property details, and can also forget your saved column mappings. It keeps your Renvie AI chats, your usage counts and your preferences.
Delete all AI data (Settings, then Renvie AI) removes your chats and what Explore learned from the findings you opened. It keeps your workbook, properties and usage counts.
Before you delete your account you are offered a copy of your transactions, property details and loans. Chats are not part of that copy.
Delete account (in Settings, with your account details) removes your account, records, files, chats and settings, and offers a download first; copies in our hosting provider’s backups clear on its normal schedule.
7. Where figures come from
Figures come from your own records. Renvie does not look up your accounts at banks or other services.
8. Who it is for
Renvie is for adults 18 and over.