Security

YOUR BOOKS, HANDLED CAREFULLY

Plain language on isolation, payments, learning, consent, and who we work with — no fake compliance badges.

Each business stays separate

Your company data is isolated per business. Practice staff only see the clients they're invited to look after — when practice tools ship.

Card data stays with the payment provider

We never store card numbers. Checkout and subscriptions run through the payment provider for your market.

Learning without exposing documents

Cleriyo gets better at familiar suppliers without sharing anyone's private invoices across firms. Corrections stay with your business.

Consent and opt-out

Where we ask for broader learning consent, you can opt out. Details live on our Data & AI consent page.

Data & AI consent

Sub-processors

We use trusted providers for hosting, auth, email, AI, and billing. The current list is on Legal.

Sub-processors

Retention and deletion

You can request deletion of your business data. Retention windows follow our privacy policy — written for operators, not lawyers only.

Privacy

INFOG-12 · Your data, handled