Your data and security
You trust PlanBrix with your clients and your invoices. Here's exactly what happens to your data, in plain words: it stays yours.
The short version
Your workspace is private
Your clients, projects, invoices and rates are only visible to you and the team members you invite. The database itself checks this on every request (row-level security), not just the app.
No ads, no selling, no AI training
We don't sell your data, we don't show ads, and we don't use your data to train AI models. PlanBrix is paid for by subscriptions, not by your data.
Download everything, any time
Settings, then Your data, then Download all my data: your clients, rate card, projects, quotes, invoices, payments, expenses and tasks in one file. No need to ask us.
Delete your account yourself
Settings, then Danger zone. It leaves the app at once. We keep a locked copy for 90 days in case you change your mind or ask for a copy, then delete it for good.
No passwords to leak
You sign in with Google (or try it as a guest), so PlanBrix never stores a password for you.
Encrypted connections
Everything between your device and PlanBrix travels over HTTPS. Keys that connect other services, like Google Drive, are stored encrypted.
We never see your card
Paid plans are handled by Dodo Payments, our payment provider. Your card number goes to them, never to us.
Other apps only when you allow it
Google Drive and ChatGPT connect only after you tap Allow, can only do what that screen lists, and disconnect in Settings at once. ChatGPT can never email your clients, record payments or delete anything.
Pola, the AI assistant
When you use Pola, your message and the workspace details it needs, like client names and your rate card, are sent to the AI provider to answer. Pola conversations are deleted after 7 days, and voice recordings are never stored.
The full details, including the services we use to run PlanBrix, are in our Privacy Policy.
Common worries
Can PlanBrix staff look at my clients and invoices?
Our admin dashboard shows accounts and plans, not your clients, projects or invoices. A locked copy of a deleted account can only be opened by our admins, and every opening is logged.
What happens to my data if I stop paying?
Nothing is deleted. You go back to the Free plan and everything you made stays there; some features and limits change. You can still download all of it.
What happens if PlanBrix shuts down?
You can download all your data any time, so you are never locked in. If we ever had to close, we would tell you in advance so you can take your data with you.
Who else handles my data?
Only the services that run PlanBrix: Supabase (database and sign-in), Vercel (hosting), Resend (the emails you send), Dodo Payments (paid plans) and, only when you use them, the AI providers behind Pola. The full list is in the Privacy Policy.
What are my rights?
You can see, correct, download and delete your data, object to how we use it and withdraw your consent. These match Sri Lanka's Personal Data Protection Act and the rights people have under the EU's GDPR. Most you can do yourself in Settings; for anything else, email us.
What if something goes wrong?
If we ever found a security problem affecting your data, we would tell you quickly and say what we're doing about it. If you spot a problem, email hello@planbrix.online.
Related
- AboutWhy we built PlanBrix: a workspace for creators and freelancers to plan their work, price it from a rate card and send invoices. Built by MinukTech.Read more
- Privacy PolicyHow PlanBrix collects, uses, stores and protects your personal data and your clients' data, who we share it with, and the rights you have over it.Read more
- ContactQuestions about PlanBrix, your account, billing or privacy? Get in touch with the PlanBrix team by email. We read every message and reply as soon as we can.Read more
Less admin. More room to create.
Projects, invoices, payments and reminders in one place. PlanBrix has a free plan, no card needed.