Tallie

Privacy Policy

Last updated: October 19, 2026

At Tallie, we take your privacy seriously. This Privacy Policy explains what information we collect, how we collect it, how we use it, and who we share it with when you use our website, web dashboard, or mobile app (together, the “Services”).

Information We Collect

We collect the following information, directly from you as you use the Services:

  • Account information — your name, email address, and sign-in credentials when you create an account.
  • Business information — your company name, logo, business address, phone number, license number, rates, pricing preferences, and default terms you add to your profile.
  • Business content — the estimates, jobs, invoices, schedules, client records (including client names, contact details, and service addresses), messages, photos, and files you create or upload.
  • Payment information — processed by Stripe, our payments provider. Card numbers never touch Tallie’s servers.
  • Device and usage information — collected automatically: app interactions, device type, and diagnostic events, plus a push notification token if you enable notifications.

How We Use Your Information

  • To provide the Services: creating, sending, and managing estimates, jobs, invoices, and schedules.
  • To power AI features you invoke (see “AI Features” below).
  • To facilitate account creation, sign-in, and team access.
  • To send administrative information and, if enabled, push and email notifications.
  • To process payments and payouts through Stripe.
  • To understand product usage and improve the Services (analytics).
  • To provide support and protect the Services against misuse.

We do not sell your personal information, and we do not use it for third-party advertising.

AI Features

Some Tallie features use artificial intelligence — for example the Tallie assistant chat, AI-generated estimates and terms, Before & After job previews, rate sheet import, and nearby-store lookup. When you use one of these features, the content you provide to it (such as chat messages, job, estimate and client details, your rate sheet, and files or photos you upload, including job-site photos for Before & After previews) is sent through Tallie’s servers to our AI providers, OpenAI and Google (Gemini API), which process it on our behalf to generate your result.

In the mobile app, we ask for your permission before your data is first sent to these AI providers. You can withdraw that permission at any time in Settings → AI presets, and the app will ask again before sending anything.

Voice dictation. When you dictate in the mobile app, your voice is converted to text by Apple’s speech recognition service (on iOS), which may send the audio to Apple to process. Only the resulting text is used by Tallie.

Who We Share Information With

We share information only with the service providers below, only as needed to run the Services. Each processes your data on our behalf under terms that require protection equal to or greater than this policy:

  • OpenAI — processes chat messages, help searches, and other content you submit to AI features.
  • Google (Gemini API) — processes the content you submit to AI features, including photos for Before & After previews.
  • Apple — converts your voice to text when you use dictation on iOS.
  • Supabase — hosts our database and authentication.
  • Stripe — processes payments and payouts.
  • PostHog — product analytics and diagnostics.
  • SerpApi — looks up material pricing and nearby stores from your ZIP code and search terms.
  • Expo — delivers push notifications.
  • Email delivery providers — send transactional email such as estimates, invoices, and notifications.

We may also disclose information if required by law, or as part of a merger or acquisition, in which case this policy will continue to apply to your data.

Data Retention and Deletion

We keep your information for as long as your account is active. You can permanently delete your account and all associated data at any time from Settings → Account → Delete account in the mobile app, or by emailing support@tallie.io. Deletion is permanent and removes your estimates, jobs, invoices, clients, and account data.

Contact Us

If you have questions or comments about this policy, you may email us at support@tallie.io.