Privacy

Your privacy is important to us, and we take it very seriously.
The highlights you want to know are here, along with all the boring but important notes too

Secure, London servers

All data is hosted securely in AWS London servers. With enterprise-grade protection & UK based control, our clients don't have to ever worry about their data.

No shared data

Everything on Ledgr is stored solely on Ledgr servers. When we use external AI models it's only ever to complete that specific task so your data is never stored, reused or shared.

We’re accountants too

We understand your clients, your compliance needs and your expected standards - because we've been in your shoes and know the pressures you face and the support you need.

The legal detail

Version: 1.0
Effective Date: September 03, 2025

This document outlines how Ledgr handles user and client data, in compliance with GDPR and industry standards.

Contact: [email protected]
Address: The Buttery, Highland Court Farm, Canterbury, Kent CT4 5HW

1. Who we are

Ledgr is a UK-based technology company developing AI-powered accounting automation tools.
We are the data controller for the personal and financial data processed through our platform.

2. What data we collect

We collect and process the following types of data:
- User account data — e.g. name, email, firm name, user preferences
- Client financial documents — such as supplier invoices, credit notes, remittance advices.
- Usage data — how you interact with the platform, including logs and agent prompts
- Support or communications data — e.g. conversations and emails with our team or AI assistants

3. How we use your data

We use your data to:
- Process and categorise accounting transactions
- Apply VAT logic, prepayment or fixed asset calculations
- Generate and post accounting entries to your accounting system
- Improve the accuracy and functionality of our product
- Respond to your questions or support requests
- Comply with legal and regulatory obligations

We do not sell your data or use it for advertising.

4. Use of third-party AI services

To deliver certain features, Ledgr securely sends specific documents or data to trusted AI providers (such as OpenAI and Anthropic/Claude). This allows us to:
- Interpret invoice and transaction data
- Ask clarifying questions via our AI agents
- Generate accounting logic or suggestions

These providers process data only to complete the requested task.
They do not store, reuse, or train on your data.

5. Data hosting and security

All Ledgr data is hosted on secure AWS servers located in London, UK.
We use:
- Industry-standard encryption in transit and at rest
- Access controls and audit logs
- Regular security reviews and infrastructure monitoring

You retain full ownership of your data at all times.

6. Data sharing

We do not share your data with third parties except:
- As required by law or regulation
- To process transactions through your chosen accounting software (e.g. Xero, QuickBooks)
- With service providers under strict data processing agreements or their standard terms that meet GDPR requirements (e.g. AWS, OpenAI, Anthropic).

7. Data retention

We retain your data:
- For as long as you have an active account
- Or as needed to comply with legal or regulatory obligations

You can request deletion at any time.

8. Your rights

Under the UK GDPR, you have the right to:
- Access the data we hold about you
- Correct inaccurate information
- Request deletion of your data
- Object to certain types of processing
- Lodge a complaint with the Information Commissioner’s Office (ICO)

To exercise any of these rights, email us at [email protected].

9. Cookies and tracking

We may use essential cookies to operate the site. We do not use cookies for marketing or advertising purposes.

10. Changes to this policy

We may update this policy from time to time. We'll notify users of any significant changes and update the effective date at the top of this page.

Questions?

Contact us at [email protected]