01
Platform and organizational data
Avantiqo processes organizational, operational, financial, workforce, commercial, customer, document and configuration data to provide the business workflows an organization enables. Access is governed by organization context, user permissions, roles and approved platform capabilities.
02
Connected-service data
When an authorized user connects an external provider, Avantiqo may access the provider data required for the selected feature. The exact information depends on the provider and the permissions granted by the customer through that provider's authorization process.
03
Use of information
Avantiqo uses information to provide requested business functionality, execute authorized workflows, maintain records and auditability, support reporting and reconciliation, improve enabled user-facing features, protect the service and comply with applicable legal obligations.
04
Organization isolation and access
Avantiqo is designed so business records and connected-service access remain associated with the correct organization. Users are given access according to organization membership, role and permissions. External accounts are connected only by users authorized to act for that organization.
05
AI and automation
Where enabled, Avantiqo may use authorized business data to research, summarize, classify, recommend, create drafts, detect issues and coordinate approved workflows. Organizations remain responsible for configuring approvals and deciding which actions may be automated.
06
Sharing and service providers
Avantiqo does not sell personal data or connected-service user data. Information may be processed by infrastructure or service providers when necessary to deliver a customer-requested feature, maintain security, comply with law or act with the user's or organization's authorization.
07
Retention and deletion
Information is retained for as long as reasonably required to provide enabled services, maintain legitimate business and audit records, meet legal or accounting obligations and protect platform integrity. Authorized administrators can disconnect integrations to stop future provider access. Data deletion requests can be submitted through Avantiqo support subject to applicable retention obligations.
08
Security
Avantiqo uses access controls, organization-scoped authorization and protected infrastructure to reduce unauthorized access. Customers are responsible for protecting their credentials, assigning appropriate permissions and promptly removing access that is no longer required.