Privacy at Oteo

What Oteo keeps about you and your business, why, who helps us, how long we keep it and what you can ask. The cookies of this website are at the bottom.

Updated on 5 November 2026

On this page

Who is responsible

Oteo is a Dutch sole proprietorship (eenmanszaak), Chamber of Commerce (KvK) 82061386, The Hague, the Netherlands. Questions about your data go to support@getoteo.com.

Oteo is responsible for your account, your subscription, this website and the security logs. Your own company decides about the invoices, mails and bank lines in your workspace. Oteo processes those on your behalf, under the data processing agreement.

Questions about your data go through the contact page.

What Oteo keeps

  • Your account: name, e-mail address and language.
  • Your business: company name, country, VAT number, and the customers and products you invoice.
  • Invoices, receipts and bank lines you add, with the files themselves.
  • From Gmail or Outlook, if you connect it: only messages with invoices and receipts. Oteo never sends or deletes e-mail; it only labels or moves invoice mails if you turn on filing.
  • From Google Drive, if you connect it: only the files you pick in Google's own window. Oteo never sees or changes the rest of your Drive.
  • From Outlook and OneDrive, if you connect them: mail with invoices and receipts, and the files in Oteo's own OneDrive folder (Apps/Oteo). Oteo never sends or deletes mail and never sees the rest of your OneDrive.
  • From Telegram, if you link it: your chat ID, your Telegram name and the files you send to the Oteo bot. Oteo only answers your own messages.
  • Your answers when Oteo asks how you like it. Oteo only quotes you, with your first name, if you tick that separately, and you can withdraw it at any time.
  • If you set up Oteo through an invitation link and keep the code, which workspace invited yours. The person who invited you only sees a number, not who you are.
  • Your plan and payment status. Your card details stay with Stripe; Oteo never sees them.
  • Messages to Oteo support and your questions to Oteo AI.
  • A log of every look by Oteo staff, with the reason.

Your mailbox and other connections

  • Only what is needed. Oteo searches your mailbox for invoices and receipts. Mail that does not look like one is not kept. Oteo only keeps a technical marker, so the same mail is not processed twice.
  • Reading, not writing. Oteo never sends or deletes mail. If you switch on the rule to label or move processed mail yourself, Oteo asks for that permission separately and does only that.
  • Permissions at Google. Gmail: read only (gmail.readonly), plus gmail.modify only if you switch on the label rule. Google Drive: only files you choose yourself or that Oteo creates (drive.file).
  • No person reads along. Searching and reading happen automatically. An Oteo staff member only looks if you ask for help, for security, or when the law requires it. Every look is logged.
  • Disconnecting. If you disconnect a mailbox or service, Oteo stops collecting at once and deletes the keys. Invoices already in stay in your workspace. You can also revoke access at Google or Microsoft yourself.
  • No training. Oteo does not use your data, including data from Google or Microsoft, to develop or train general AI models.

Is your name or IBAN on an invoice that an Oteo customer uploaded? Then that company decides what happens with it. Contact that company first. If that does not work, we help you further.

Why, and on what basis

What forWhich dataBasis (GDPR art. 6)
Making Oteo work: account, workspace, reading and showing documentsAccount, company details, usagePerformance of the contract
Invoicing your subscription and keeping the accountsName, company, address, VAT number, payment statusLegal obligation
Service mails, such as a trial that ends or a failed paymentE-mail address, planPerformance of the contract
Newsletter with tipsE-mail address, nameLegitimate interest (own customers), you can unsubscribe at any time
Security and preventing abuseIP address, sign-ins, logs, robot checkLegitimate interest
Improving OteoAnonymised counts, such as how often recognition is rightLegitimate interest
Improving OteoWhich steps you take in Oteo (such as first invoice read or export made), in our own database, without cookies. No content of your documentsLegitimate interest
Website statisticsAnonymous visit dataConsent
Measuring our ads on the website (Marketing)Visits and ad clicks, through Google Tag Manager with Google Analytics and Google Ads cookiesConsent, only if you turn on Marketing
Quoting you as a customerFirst name and your answerConsent, which you can always withdraw

Who helps us

CompanyWhat for
SupabaseDatabase, sign-in and file storage
VercelHosting the app and website; anonymous statistics only with your permission
OpenAIReading documents and answering questions to Oteo AI
AnthropicA second reading of a document when the first leaves doubt
GoogleReading documents (Gemini), signing in with Google, the Gmail and Google Drive connections if you choose them, and Google Web Risk: checking links in mails for phishing and malware (only the web address); on the website, Google Tag Manager, Analytics and Ads, only if you turn on Marketing
StripePayments and invoices for your plan
ResendSending Oteo's e-mails
MicrosoftSigning in with Microsoft, and the Outlook and OneDrive connections if you choose them
LinkedInSigning in with LinkedIn, if you choose it: only your name and e-mail address
TelegramReceiving the receipts and invoices you send to the Oteo bot, if you link it
SentryError reports, without the content of your documents (servers in the EU)

They only process data for Oteo and may not use it for themselves.

Data outside the EU

The database is in Ireland and the servers are in Dublin (Ireland). To read a document, Oteo sends its content to Anthropic (Claude, United States) or Google (Gemini); the other one reads it a second time when in doubt. OpenAI (United States) is the last reserve and answers questions to Oteo AI. If you send a document through WhatsApp, it comes in through Kapso and Meta's WhatsApp service. Other helpers are American companies too. Transfers only happen under the EU-US Data Privacy Framework or the standard contractual clauses of the European Commission. These AI services do not use the data to train models. If you turn on Marketing on the website, Google (United States) receives your visit data, under the EU-US Data Privacy Framework.

Automatic suggestions

Oteo makes suggestions with software and AI, such as the amount and supplier of an invoice. That is not a decision about you as a person. You always see that something is a suggestion until you or your team confirm it. If you switch on Autopilot, Oteo handles invoices from known suppliers itself. You can always undo that or switch it off.

How long we keep it

DataPeriod
Content of your workspaceAs long as your subscription runs, then 90 days read-only for your export, then deleted within 30 days
AccountUntil your workspace is deleted. If you belong to no other workspace, we delete your account at the same time
Invoices and payments for your subscription7 years (tax retention duty)
Support messages2 years after the last message
Log of access by Oteo staff12 months
Steps you take in Oteo24 months, or until your workspace is deleted
Technical logs, error reports, mails sent by Oteo and markers of processed mailsAt most 12 months
Sender and subject of forwarded mail180 days
BackupsOteo does not make backups yet. Once it does, they are overwritten within 7 days
NewsletterUntil you unsubscribe

You have to keep your own records for 7 years. So export your documents before you cancel.

Google data

If you connect Gmail or Google Drive, Oteo uses the data from Google only to collect and show your invoices and receipts. Oteo's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Oteo does not use Google data for advertising, does not sell it, and does not let AI models train on it. People at Oteo only read it with your permission, for security, or when the law requires it.

Security

Every workspace is shielded per customer in the database. Connections and stored data are encrypted. An Oteo staff member only looks inside at your request, and every look is logged. If a data breach affects you, we let you know.

Your rights

You can ask Oteo to see, correct, delete or transfer your data, or to limit its use. You can also object. You can always withdraw consent. We answer within one month. If it concerns the content of a workspace, we pass your request on to the company of that workspace.

If you disagree with how we handle your data, you can complain to the Autoriteit Persoonsgegevens. If you live in Spain, to the AEPD.

What Oteo never does

  • Sell your data or use it for advertising.
  • Make payments or file returns for you.
  • Send e-mail from your mailbox.

Changes

If something important changes in this statement, we let you know by mail or in the app.

Age

Oteo is for business owners aged 18 and over. We do not knowingly collect data from younger people. If it turns out we did, we delete it.

Versions

DateWhat changed
5 November 2026Marketing on the website (Google Tag Manager, only with your consent) added
3 November 2026Servers in Dublin; which AI reads a document; Kapso (WhatsApp) added; Mistral AI removed from the list because Oteo does not use it now
28 October 2026Measuring steps in Oteo to improve Oteo added
26 October 2026Document reading through Google (Gemini), Mistral AI and Anthropic added
22 October 2026Company details, legal bases, retention periods, transfers outside the EU, mailbox and Google data added
18 October 2026First version

Cookies on this website

This page lists exactly what this website keeps and counts about your visit, and what it does not. Your business data inside Oteo has its own rules, described at the bottom.

Your choice on this device

What we keep on your device

NameWhat it doesWhenHow long
oteo.consentYour cookie choice, so we do not ask again on every visit.Always (necessary)Until you clear it or choose again
oteo.site.goalThe goal you picked at the top, so this page and your start list in Oteo fit it.Only with Preferences onUntil you turn Preferences off
Sign-in cookies (sb-…)Keep you signed in and protect your session.Only when you sign inUntil you sign out or the session ends
oteo.layout.…Remembers how you arranged your Oteo home, such as panel order and whether the start list is hidden.Only once you are signed inUntil you reset it
oteo_gmail_*oteo_outlook_*oteo_drive_*oteo_onedrive_* (stateverifier)Protect connecting your mailbox (Gmail, Outlook) or Google Drive and OneDrive to Oteo.Only while you connect one10 minutes
oteo_termsRemembers that you accepted the terms when you signed up, so Oteo can record it on your first visit.When you sign up (necessary)1 hour
oteo_workspaceRemembers which workspace you opened last, if you belong to more than one.Only once you are signed in (necessary)1 year
oteo_phoneKeeps your phone linked to your workspace, so photos of receipts arrive without signing in again.Only after you link your phone with the QR code (necessary)400 days, or until you unlink the phone
oteo.navoteo.densityoteo.export.… and other oteo.… keysSettings of the app on this device, such as the menu, the density, your export choices, a form you have not finished and whether you saw the tour.Only when you use Oteo or the exampleUntil you reset it or clear your browser
oteo_langRemembers the language you chose on this website, so Oteo opens in it after your first sign-in.When you open the sign-in page (necessary)1 hour, or until Oteo has used it
oteo.site.sourceWhere your first visit came from: the campaign tags in the link (such as utm_source) or the name of the website that linked here. When you set up a workspace, it is saved once with that workspace, so we know which channels bring customers.Only with Statistics on30 days, or until you set up a workspace
_ga_ga_… (Google Analytics)Tells your visits apart, so we can see how visitors from our ads and campaigns use the site. Set by Google.Only with Marketing onUp to 2 years
_gcl_au (Google Ads)Links a visit to an ad of ours you clicked, so we can see which ads work. Set by Google.Only with Marketing on90 days

oteo.consent, oteo.site.goal, oteo.site.source and the app settings (oteo.nav and the like) live in your browser's local storage, not in a cookie. Only oteo.site.source is ever sent to us, once, when you set up a workspace.

Anonymous statistics

  • Only when you turn Statistics on does the site load the visitor statistics of our hosting, Vercel Web Analytics.
  • It works without cookies and does not recognise you across days or across websites. We only see totals, such as how many visits there were and which pages and parts were used.
  • Which question you pick in the guide only counts towards those totals. The conversation itself is not stored anywhere.
  • With Statistics off, the script is not loaded and nothing is counted.
  • Inside Oteo, the same choice applies: screens are counted the same way, with invoice and document numbers removed from the address.
  • If you set up a workspace, where your first visit came from (see oteo.site.source) is kept with that workspace. That is the only link between your visit and your account.

Marketing (Google)

  • Only when you turn Marketing on does the site load Google Tag Manager, with Google Analytics and Google Ads.
  • It shows us which of our ads and campaigns bring visitors, and what those visitors do on the site. Google sets the cookies listed above for this and receives your IP address and the pages you visit.
  • With Marketing off, nothing from Google is loaded and Google receives nothing from this site.
  • It runs on this public website only: never inside Oteo, on the sign-in page or with your business data.
  • Turning Marketing off later stops it at once. Cookies Google already set stay until they expire or you clear them.

What we never do

  • No advertising cookies or third-party tags unless you turn Marketing on.
  • Your data is never sold.
  • No recording of your mouse, keyboard or screen.
  • No guessing who you are from your visit.

Your data inside Oteo

Once you have an account, your business data follows Oteo's own rules: your team sees it (and an Oteo specialist only for a document you asked help with), every look is logged, and you can ask Oteo to delete it at any time.

See how you stay in control