Privacy

How SHVL handles your account and credit-control data.

This notice covers the SHVL website, one-off chase packs and signed-in credit-control workspace. SHVL uses business data only to provide, secure and improve those services.

Plain-English boundary

Browser-side tools keep selected files in your browser where stated. Chase-pack generation and the recurring workspace use SHVL cloud services. Xero, QuickBooks or FreeAgent and your connected mailbox remain the source of truth.

For the exact browser vs cloud boundary, current telemetry, and storage behaviour, see Data handling and Cookies & storage. For the public-site accessibility standard we are working to, see Accessibility. For site-level public terms, see Terms.

What SHVL stores

The data depends on which part of SHVL you use.

  • Account details, workspace membership and billing references.
  • Customer, invoice, payment, chase-status, note and reminder data imported from CSV, Xero, QuickBooks or FreeAgent.
  • Reminder text, relevant replies, delivery failures and the communication history shown in your workspace.
  • Encrypted OAuth tokens and connected-account identifiers while a provider remains connected.

How SHVL uses it

SHVL processes this data to provide the service you request.

  • Generate one-off chase-pack files after checkout.
  • Process CSV text submitted through the optional ChatGPT plugin to return review-only drafts and indicative calculations without storing that CSV in SHVL's database.
  • Synchronise overdue invoices and payments from Xero, QuickBooks or FreeAgent.
  • Prepare, send and reconcile reminders you activate.
  • Prevent duplicate or incorrect sends, secure accounts and resolve service faults.
Connected services

You choose which providers SHVL can access.

Xero and FreeAgent access is limited to accounting data needed to synchronise contacts, invoices and payments. Microsoft 365, Outlook.com or Hotmail access is used to send reminders and identify replies or delivery failures. Gmail uses send-only access. SHVL cannot read Gmail Inbox messages, replies or delivery failures.

Google user data

Gmail access is limited to sending reviewed reminders and invoice requests.

When an account connects Gmail, SHVL accesses the Google account email address and OAuth credentials. SHVL requests gmail.send and uses it only to send reviewed reminders or explicitly approved invoice-blocker requests. A request may include one clean, reviewed document selected and confirmed by the permitted workspace member. The recipient, message, invoice links, document reference, approval and follow-up date are retained in the case history. SHVL does not read, modify or delete Gmail mailbox content, including Inbox messages, replies or delivery failures.

ChatGPT connection

ChatGPT receives only the data needed for the tool you choose.

The optional SHVL ChatGPT plugin accepts the aged-debtors CSV text, sender name and Bank Rate that you provide in ChatGPT. SHVL processes those inputs in memory to return review-only UK B2B chase drafts and indicative statutory-interest calculations.

If you sign in to the optional SHVL connection in ChatGPT, its protected read-only tools can also return a daily credit-control brief, a receivables-health summary, case search results and one selected case from your latest SHVL CSV import or completed accounting sync. Results can include customer names, invoice references, dates and balances, aggregate invoice and receivables-payment totals, payment-readiness state and limited reminder evidence. The receivables view is not a bank balance, cash-flow, profit or whole-business health report. Results exclude expenses, email addresses, message content, provider IDs and individual payment records. Every request is restricted to the signed-in SHVL workspace. The tools do not call an accounting provider live, change records, queue a reminder or send a message.

Usage analytics

Product analytics do not include debtor or message content.

SHVL needs product telemetry so we can see what workflows are valuable and what breaks in the real world. That does not require your message bodies.

Retention and control

You can disconnect providers or delete the workspace.

Disconnecting a provider removes its stored connection and token, pauses reminders and keeps previously synced records and communication history for review. Workspace deletion permanently removes local recurring credit-control data after an active SHVL subscription is cancelled.

Want the bottleneck removed without handing over a content archive?

Tell us the repetitive request or admin loop you want SHVL to handle first. We can shape the workflow around a privacy-safe execution path from the start.

Related pages: Data handling, Cookies & storage, Terms, and Accessibility.

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