TactlyPrivacy Policy
Last updated 2026-07-17.
What's stored, and where
By default, invoices and reminder history you add to Tactly are stored only in your own browser (local storage) — we don't have a server-side database of them, and if you clear your browser storage or switch devices, that data doesn't come with you. If you choose to sign in (see below), that changes for your account specifically.
Optional sign-in with Google
Signing in is entirely optional — Tactly works fully without it. If you do sign in, Google shares your name, email address, and profile photo with us; we never see or handle your Google password itself. Once signed in, your invoices and settings are stored in a database (via Supabase) tied to your account instead of only your browser, so they follow you across devices. Access is restricted so only you can read or write your own data. Signing out at any time returns you to the local-only mode described above.
What gets sent to generate a reminder
When you click “Generate reminder,” the invoice details needed to draft it (client name, project, amount, due date, days overdue, the tone you selected, any private note you’ve added about that client, a short computed summary of that client’s payment history across your other invoices with them, and your own writing-voice description from Settings if you’ve set one) are sent to our server and forwarded to OpenRouter, which routes the request to a third-party AI model to write the draft. That request is not stored by us beyond what’s needed to return the draft to you.
The standing escalation agent
Each time you open the dashboard, Tactly automatically checks whether any unpaid invoice has escalated past what its last reminder covered (or was never reminded despite being overdue), and drafts the next reminder for a few of them on its own — using the same OpenRouter request described above, and counted against the same free-draft limit. Nothing is ever sent to a client automatically; these drafts wait for you to review them, exactly like ones you generate by hand.
Quick Add (photo & voice)
If you use Quick Add to snap a photo or describe an invoice out loud, that photo or the text of what you said is sent to our server and forwarded to OpenRouter to pull out the client, amount, and date — the same way as reminder drafting. Nothing is saved after the request completes, and the fields it finds are only ever added to your invoice if you confirm them.
Analyzing a client’s reply
If you paste a client’s reply into “Got a reply? Analyze it,” that text is sent to our server and forwarded to OpenRouter to read its tone and suggest a next step. The reply text itself isn’t stored beyond returning that suggestion to you — but the result (its sentiment: promising, stalling, disputing, or neutral) is saved against that invoice, so future drafts to the same client can factor in how they’ve responded before.
The weekly housekeeping digest
Once a week, Tactly reviews your invoices on its own and surfaces two things: invoices that have been through the full reminder ladder and are still unpaid, and invoices that look like possible duplicate entries. This runs entirely on your own device over data already on file — no AI call, nothing sent to our server, and nothing changed automatically. It’s just a summary for you to act on or dismiss.
The help chat widget
The chat bubble on every page sends what you type to our server and forwards it to OpenRouter to generate a reply. It only knows about Tactly’s own features — don’t paste invoice numbers or financial account details into it. Conversations aren’t stored beyond returning a reply, and messages are rate-limited by IP address rather than tied to any account.
The free-usage limits
We use cookies to count how many free drafts, quick-add extractions, and reply analyses you’ve used this session. None of them identify you personally, and they expire automatically.
The Pro upvote button
Clicking “Upvote” on the pricing page increments a single shared counter — no account, name, or email is collected or stored. Your browser remembers that you’ve already upvoted (so you can’t vote twice), but that record never leaves your device.
No account required, no analytics
Signing in is always optional, never required to use Tactly, and we don’t run third-party analytics or advertising trackers.
Questions
Reach out any time — see the Contact page.