Security

Built for sensitive billing and CRM data.

Finance teams trust us with invoice exports, subscription records, pricing catalogs, and CRM contracts. Security is not a feature. It is the foundation.

Encrypted in transit

All uploads and API traffic use HTTPS/TLS. Data in transit is encrypted end to end between your browser and our infrastructure.

Temporary processing

Raw CSV files exist only during active processing. They are automatically deleted after ingestion completes or when the audit session expires.

No persistent storage during free audits

Free audit sessions do not retain raw uploads beyond what is required to produce your summary. You retain full ownership of your data at all times.

Customer retains ownership

Your billing and CRM data belongs to you. We process it solely to deliver audit results. Purchased reports store normalized findings, never original CSV filenames as business logic inputs.

SOC 2 roadmap

We are building toward SOC 2 Type II certification. A security questionnaire is available upon request for procurement and vendor review.

Automatic deletion after processing

Canonical normalized records and audit metadata are retained only to support purchased reports and your workspace history. Raw CSV uploads are never kept longer than required for processing.

Security questionnaire

Need documentation for vendor review? Email aaryan@paevo.co or contact us.