Security & data

What happens to your data.

The short version: your commercial values never enter our permanent record. What we retain is what an auditor needs to check the work — fingerprints, verdicts, times — and nothing you'd mind an outsider seeing.

What this page is not

This isn't a legal document. It's the plain-language version of how the system actually handles your data, with the same rules the platform enforces on itself. If you need the formal terms for a procurement review, they're available on request.

For the Quotation Health Check

What happens to the file you send us.

Your file, on receiptStored in an isolated workspace scoped to your analysis, accessed only by us for the duration of the three-business-day analysis. Not indexed, not shared, not used to train anything.
Your file, after deliveryDeleted at your instruction, or automatically 30 days after we deliver the report — whichever comes first. Deletion is a recorded event.
What we keep from the analysisThe structural patterns we found (things like "quotes where a discount ran below the declared floor: 12") so we can improve the diagnostic. Never the specific values, never the customer names, never anything commercial.
For the platform (design-partner phase)

Two kinds of thing, in two different places, under two different rules.

Store oneThe permanent record (append-only journal)
  • Fingerprints of documents
  • Verdicts of checks
  • Identities that made decisions
  • Times things happened
  • Never amounts, customer commercial terms, or the content of your quotesThis is what makes the record safe to keep forever: there is nothing in it you would mind an outsider seeing.
Store twoThe evidence store
  • The documents the permanent record points to — the actual quote content, the read-back snapshots
  • Held under a retention policy you set — default: life-of-tenancy (kept as long as you're a customer)
  • When you have something removed, the removal is itself a recorded event with its reason
The trust boundary

Why our own read is independent of our own execution.

The account that verifies what happened in your books is not the same account that carries out actions on your behalf. The executing identity holds only the permissions needed to create drafts; the verifying identity is read-only — a permission your accounting provider enforces, not a promise we ask you to trust. Every time we rotate credentials, the read-only ceiling is re-proven by attempting a write and keeping the refusal on record.

Two separate identities, two separate scopes, two separate roles: the doer never grades its own work. This is the same structural principle that keeps auditors independent of the companies they audit, expressed in software.

Your Zoho connection

What it can do, and what it's allowed to do here.

Capability and authority are two different things. The connection is technically capable of more than it is permitted to do, and the difference is written down rather than promised. What follows are the default rules for a new connection — yours are generated for your own setup and may differ. The right-hand list isn't a feature we haven't built yet; it's a set of actions this connection is structurally unable to perform in your account.

Authorised hereWhat it may do
  • Create a draft quotation, after you approve that exact version
  • Read your customers and price list, to ground the quote in your real data
  • Read a quotation back to confirm it arrived exactly as approved
Not authorisedWhat it cannot do
  • Send a quotation to your customerSending stays with you — the connection has no permission for it
  • Change a quotation's status, or accept one on your behalfDraft is the ceiling; no status transition is permitted
  • Edit or delete anything already in your booksNo edit or delete permission exists on this connection
  • Touch invoices, payments, or anything outside quotationsOutside the agreed scope entirely
The part that checks the work holds no power to change it

Verification runs as a separate read-only user inside your own Zoho — one your provider will not let write. We prove that ceiling rather than assert it: that user attempts a write, Zoho refuses, and the refusal is kept on record.

Default rules shown · v1.0.0 · once these are yours, changing any line requires your approval.

What we cannot do

Three limits, stated rather than implied.

We cannot recover data after deletion. A deletion writes a tombstone recording that something was removed and why; the removed content is gone. This is a promise about privacy that comes with a cost to convenience, and it's a trade we make deliberately.

We cannot prevent changes made directly in your accounting system. If someone edits a quote in Zoho after our system has approved it, we detect the change on the next read-back and flag it — but no vendor should be able to stop you editing your own books. What the connection itself is permitted to do is enumerated under permissions.

We cannot promise anything about data our providers hold. Your accounting provider (Zoho) sees whatever it needs to see to operate its own system. The AI model provider we use for parsing sees the customer's message text at parse time; it does not see historical data, prices, or customer names. It does not retain what it saw. Both are named categories, not hidden dependencies.

Where data is processed

The application runs in the UAE region (me-central-1). The AI model provider we use for parsing routes through their own regional infrastructure; the specific region depends on the model and can be requested for a specific customer. Your accounting provider stores your data wherever you've already configured it to.

Deletion, exports, and leaving

You can export everything in the evidence store at any time, in a portable format that doesn't require us to read. You can request deletion at any time; the deletion is completed within seven days and recorded as an event you receive proof of. If you leave, the permanent record is retained per your retention policy (default: life-of-tenancy, which ends when the account closes); the evidence store is deleted on account closure unless you export it first.

Have a question this page doesn't answer? Email partners@pruvato.com with "Security question" in the subject — we usually reply in one business day and add the question to this page if it's the kind of thing someone else will ask too.