Reckon
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Privacy Policy

Effective date: 2026-08-20 · Last updated: 2026-08-20

What Reckon Is

Reckon is a commercial context tool for software agencies. It helps scope, price, and deliver client software projects.

What We Collect

·Account information: email address, name, workspace name (via WorkOS AuthKit)
·Deal data: client statements, requirements, scope items, estimates, pricing, proposals — all entered by you
·Usage data: feature usage, deal counts, API call volumes (for billing and product improvement)
·Payment information: processed by Stripe; we do not store card numbers

What We Do Not Collect

·We do not infer or store client financial information (revenue, profit, budgets)
·We do not profile named individuals
·We do not access data from other workspaces

How We Use Your Data

·To provide the Reckon service (deal management, pricing, proposals)
·To enforce billing limits and entitlements
·To improve the product based on aggregate usage patterns
·To communicate service updates

Data Storage

·Deal data is stored in Google Cloud Firestore
·All access is server-side through authenticated API endpoints
·Data is scoped to your workspace; no cross-tenant access is possible

AI Processing

·AI models (Anthropic Claude) process deal data to extract evidence and suggest scope
·AI outputs are validated by deterministic code before use
·AI is never the source of truth — all facts trace to client statements or documented sources
·Model inputs are not used to train models (per Anthropic's API terms)

Data Retention

·Active workspace data is retained while your account is active
·Deleted workspaces are purged within 30 days
·Audit logs are retained for 7 years for compliance

Your Rights

·Export your deal data at any time (JSON + PDF)
·Delete your account and all associated data
·Request a copy of all data we hold about you

Contact

privacy@reckon.software