Previly is a complete intelligent financial management platform that uses Claude Sonnet artificial intelligence to automatically extract data from your bank statements, synchronize your accounts via Powens, and provide you with a unified view of your personal and professional finances with advanced features for patrimony management, budgets, and projects.

How does automatic AI extraction work?

Previly uses Claude Sonnet Vision to analyze your bank statements in PDF or image format. The AI automatically extracts transactions, amounts, dates, and categories with exceptional accuracy, eliminating the need for manual entry.

How do I synchronize my bank accounts?

You can connect your bank accounts via Powens for automatic and real-time synchronization of your transactions. Previly never stores your banking credentials to ensure your security.

Yes, Previly follows security best practices. We are GDPR compliant. We do not store any banking credentials and your data is protected with the highest standards.

What features are available?

Previly offers a complete solution: automatic AI extraction, bank synchronization, unified personal/professional view, patrimony management, budgets, projects, loan management, recurring payment detection, cash flow forecasting, expense note management, and intelligent AI chat for personalized advice.

Previly - Smart Financial Management

This Privacy Policy explains how Previly collects, uses and protects your personal data in accordance with the General Data Protection Regulation (GDPR) and the Data Protection Act.

1. Data Collected

Previly collects the following data:

Identification Data

Name and surname
Email address
Password (hashed and secured)

Financial Data

Bank statements (PDF, images)
Extracted banking transactions
Bank account information
Categorizations and budgets
Conversations with the chatbot (questions and answers about your finances)

Technical Data

IP address
Browser type
Connection data
Cookies (see our Cookie Policy page)

2. Processing Purposes

Your data is processed for the following purposes:

Provide Previly services (AI-powered OCR extraction, analysis, visualization)
Provide intelligent chatbot service to answer your financial questions
Manage your user account
Improve our services
Contact you regarding your account or our services
Comply with legal obligations
Ensure security and prevent fraud

3. Legal Basis for Processing

The processing of your personal data is based on:

Your consent: for the use of non-essential cookies and for OCR and chatbot services requiring data transfer to Anthropic
Contract performance: to provide subscribed services
Legitimate interest: to improve our services and ensure security
Legal obligation: to comply with accounting and tax obligations

4. Data Retention

Your personal data is retained only for the duration necessary for the purposes for which it was collected:

Account data: for the duration of your account, then 3 years after closure
Financial data: for the duration of your account, then 5 years for legal obligations
Connection data: maximum 12 months
Account deletion: for technical reasons, a copy of our database as well as uploaded files are retained for a retention period of 1 month after the deletion of your account. Your data will be permanently deleted at the end of this retention period

5. Data Sharing

Previly does not sell your personal data. Your data may be shared only with:

Technical providers: hosting, cloud services necessary for service operation
Anthropic: for OCR and chatbot services (see detailed section below)
Legal authorities: in case of legal obligation or court request

All our providers are subject to strict confidentiality and security obligations.

5.1. Data Processing by Anthropic

Previly uses artificial intelligence services from the American company Anthropic, specifically its Claude model, to provide certain services:

Services concerned

OCR extraction: automatic extraction of data from your bank statements and invoices (PDF, images)
Intelligent chatbot: conversational assistant to answer your questions about your finances

Data transmitted to Anthropic

By using these services, you agree that the following data may be transmitted to Anthropic:

Images of bank statements or invoices
Banking transactions
Budgets and expenses
Patrimony and accounts
Any other financial information you share in the conversation with the chatbot

Use of data by Anthropic

Anthropic may use your data to improve its services and train its artificial intelligence models, unless you choose to opt out through your Anthropic account settings.

For more information on data processing by Anthropic, consult their privacy policy: https://www.anthropic.com/legal/privacy

Data transfer outside the European Union

Anthropic is an American company. By using OCR and chatbot services, you acknowledge that your data will be transferred and processed in the United States, where data protection laws may differ from those of the European Union.

Consent

Use of OCR and chatbot services requires your explicit consent. You can withdraw your consent at any time by ceasing to use these services. However, data already transmitted to Anthropic cannot be recovered.

To withdraw your consent, contact us at: contact@previly.com

Anthropic Policies

By using these services, you also agree to comply with Anthropic's terms of use:

Anthropic Privacy Policy: https://www.anthropic.com/legal/privacy
Anthropic Consumer Terms of Use: https://www.anthropic.com/legal/consumer-terms
Anthropic Acceptable Use Policy: https://www.anthropic.com/legal/aup

6. Data Security

Previly implements appropriate technical and organizational measures to protect your data:

Encryption of data in transit (HTTPS/TLS)
Encryption of sensitive data at rest
Restricted access to data (strong authentication)
Monitoring and intrusion detection
Regular and secure backups

7. Your Rights

In accordance with GDPR, you have the following rights:

Droit d'accès

Right of access: You can obtain a copy of your personal data.

Droit de rectification

Right to rectification: You can correct inaccurate or incomplete data.

Droit à l'effacement

Right to erasure: You can request deletion of your data in certain cases.

Droit à la limitation

Right to limitation: You can request limitation of processing of your data.

Droit à la portabilité

Right to portability: You can retrieve your data in a structured format.

Droit d'opposition

Right to object: You can object to processing of your data for legitimate reasons.

Droit de retrait du consentement

Right to withdraw consent: You can withdraw your consent at any time for processing based on consent.

To exercise these rights, contact us at: contact@previly.com

8. International Transfers

Your data is primarily stored and processed within the European Union. However, when you use OCR and chatbot services, your data is transferred to the United States to Anthropic.

In case of transfer outside the EU, Previly ensures that appropriate safeguards are in place in accordance with GDPR. For transfers to Anthropic, the transfer is based on your explicit consent and contractual guarantees provided by Anthropic.

For more information on transfers to Anthropic, see section 5.1 above.

9. Modifications

This Privacy Policy may be modified at any time. We will inform you of any significant changes by email or via a notification on the website.

10. Complaint

If you believe your rights are not being respected, you can file a complaint with the Commission Nationale de l'Informatique et des Libertés (CNIL):

CNIL 3 Place de Fontenoy - TSA 80715 75334 PARIS CEDEX 07 Phone: 01 53 73 22 22

11. Contact

For any questions regarding this Privacy Policy or your personal data, contact us at: contact@previly.com