Privacy & your data

Rover files your financial paperwork — and guards it. Please don't send standalone sensitive IDs (SSNs, driver's licenses, passports, or passwords). If one appears on an otherwise-normal receipt, Rover masks it before filing.

What Rover keeps

The documents you send (receipts, statements, photos, PDFs) and the details extracted from them — vendor, amount, date, category.
The original file is kept and linked to its ledger entry (shown on the item page) — that's your audit evidence. Originals are retained for 7 years (the typical IRS look-back window), or until you delete the item or your account.
Your accounts and the ledger of what's been filed, so you can retrieve and export it.
For a chat-export you upload, Rover keeps only the expense(s) it found — never the whole conversation.

Sensitive data

Rover is for paperwork, not identity documents — please don't send driver's licenses, passports, or Social Security cards. Card numbers and SSNs that appear in text are masked (keeping only the last 4 digits) before anything is stored or sent to the AI service. Documents you send are kept as your originals, exactly as sent.

Who helps process your data

Rover runs on Microsoft Azure in the United States. Reading your receipts uses Azure's AI services (Azure OpenAI and Document Intelligence) under Microsoft's enterprise terms — your content is not used to train models, and Microsoft may retain prompts up to 30 days solely for abuse monitoring. Email arrives via Twilio SendGrid and is sent via Azure Communication Services; texts travel via Twilio; Telegram messages via Telegram's Bot API. Each processes your messages only to deliver them.

You're in control

Doubt never files itself: when Rover is confident it files right away (and you can undo); when it isn't sure, the capture waits for your explicit OK.
Export anytime: download your whole ledger as a CSV for your accountant.
Undo: reverse a filing whenever you need to.

Security

Each household's data is isolated at the database level — there is no shared read path.
Traffic is encrypted in transit (HTTPS), and access requires a signed-in session.
Rover never sells your data.

FileItRover organizes and stores your records. It is not tax, legal, or financial advice. Rover organizes your paperwork; the decisions about it stay yours (or your accountant's).

Questions? Just ask Rover. 🐾