AI policy
What Planyard's AI features do, what data they see, where they run and what is kept afterwards. Short version: EU only, nothing stored, nothing used for training, and you can turn it off.
Last updated 11 November 2026.
What AI does in Planyard
- Invoice OCR and extraction. Reads supplier invoices and purchase documents you upload and suggests the supplier, amounts, dates and line items, so you don't type them in.
- Budget helper. Helps you set up or restructure a budget from your own documents and inputs, suggesting cost codes and line items.
- Document extraction. Pulls structured data out of quotes, contracts and similar documents you upload.
In every case the output is a suggestion that a user reviews and confirms. AI never posts, approves or pays anything on its own.
What data it sees
Only the document or budget you are working on at that moment. The models do not have access to the rest of your account, other projects or other customers' data.
Where it runs
All AI processing runs on Google Cloud, using Vertex AI (Gemini models) and Document AI on EU endpoints. Processing does not leave the EU. The same Google Cloud project boundaries, encryption and access controls that protect the rest of your data apply here.
What is kept
- No logging. Planyard has opted out of Vertex AI request and response logging on all of its projects, because the content is financial data. Google does not retain prompts or outputs after the request completes.
- No training. Under Google Cloud's terms, customer content sent to Vertex AI is not used to train or improve Google's models. Planyard does not train models on customer data either.
- No human review of your documents by Google or Planyard as part of AI processing.
The results you accept, such as an extracted invoice, are stored in your Planyard account like any other data you enter.
Your controls
- AI features can be turned off for your whole company account. Contact support@planyard.com if you can't find the setting.
- Every AI suggestion is editable before it is saved, and the change history shows who confirmed it.
AI used by our team
Planyard's support team uses Anthropic's Claude and OpenAI's ChatGPT, on company plans with model training disabled, to draft replies and for internal analysis. These tools are never given your project or cost data. They are listed on the subprocessors page.
Questions
Email security@planyard.com. See also the security overview.
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