AI and your data

Read on your computer. Sent only if you connect a provider, and only as text.

Langbyrde reads receipts and makes its suggestions on your own computer, with no AI provider. If you add a provider of your own, this page lists every feature that reaches it, what is sent, what is replaced first and what is not, and how to check it afterwards.

Three levels, and you choose the level

Everything on your computer, by default

Receipts are read by the text recognition built into macOS and Windows. Category suggestions come from your past choices and a built-in model. Match suggestions come from plain rules, worked out on your computer. None of it needs the internet, an account or an AI provider, and it all works in the Offline setting.

Optional: your own AI provider

Add a provider with your own key, or a model runner on your own computer. AI is off until you do. In this version a provider is reached for three things: drafting a memo when you press Draft with AI, helping with a receipt whose reading on your computer was weak, and the Test button that checks the provider itself. Your key stays in your computer’s own keychain.

What never leaves

The picture of a receipt. Your company file and your documents. In the Offline and Manual network settings, nothing is sent to a provider at all. In the Connected setting, what is sent is text, with the numbers and contact details the app recognises replaced first, and nothing is sent on a schedule: a request happens only inside something you started, a press of Draft with AI or Test, or the reading of receipts you dropped.

What is read and suggested with no provider

This is what you get without adding anything, and it is the same whether or not a provider is ever added.

  • Receipts. A PDF with text in it is read directly, on a Mac and on Windows. A photo, a scan or a PDF made of pictures is read by the text recognition built into the operating system: on a Mac the one that comes with macOS; on Windows the one that comes with Windows, which needs the Windows OCR language pack for your language to be installed, and which has been checked on one Windows computer so far. What is read becomes a proposal with the shop, the date and the amounts for you to check in Receipt intake. A receipt that cannot be read gives an empty proposal, and you type the details.
  • Categories. A suggested category, with the HST it carries, comes from the categories you chose before and from a model that ships inside the app. No provider is asked for a category in this version.
  • Matches. After a statement is imported or an expense is recorded, plain rules (the same amount within a few days, a vendor and amount seen before, an invoice number in the description), worked out on your computer, propose which card line an expense was paid with. The proposal waits in Reconciling for you to approve or reject. No provider is asked for a match in this version.

Every reading and every suggestion stays a suggestion until you accept it, and your acceptance is recorded as yours.

Reading receipts on this computer, in the guide

How suggestions work without an AI provider, in the guide

Every feature that reaches your provider

Three in this version. Each one runs only when the conditions in its row hold; if any of them does not, nothing is sent.

Every feature that reaches your AI provider: what it does, when it runs, what is sent, what is replaced or kept, and what you see afterwards
FeatureWhat it doesWhen it runsWhat is sentWhat is replaced, and what is keptWhat you see afterwards
Draft a memoWrites a first draft of a memo to file from the records you linked to it: why a transaction happened, what was decided.Only when you press Draft with AI in the memo editor, and only if you have added a provider and the network setting is Connected. Nothing is shown before it is sent; the text is stored and shown afterwards in AI activity.The memo’s subject and date and, for each linked record, its number or file name, date, amount and currency, the vendor’s or client’s name, and its note, together with the app’s fixed instructions for drafting.Before the text is sent, Langbyrde looks for bank account, transit and institution numbers, tax and social insurance numbers, e-mail addresses, phone numbers, street addresses and postal codes, and your company’s name as saved in your company profile, and replaces the ones it recognises with stand-ins; a card number it recognises is cut to its last four digits. Kept, as written: the names of people and businesses on the records, the notes, the file names, the amounts and the dates. It recognises the usual ways these are written. A number written in an unusual way (with dots, misread by the scanner, or split over two lines), a postal code in lower case, or your company’s name written differently from your profile can still be sent. Names of people, shops and clients, amounts, dates, notes and descriptions are sent as written.The draft appears beside your memo marked AI draft — not saved. It is filed only if you accept it, and the memo is then marked AI-drafted. The call is listed in AI activity.
Help with a weak receipt readingAsks the provider to read the text that was already read off a receipt on your computer, when that reading came out too weak to trust.While the receipts you dropped on Receipt intake are being read, without a separate click for each one, for a receipt whose reading on your computer fell below the app’s confidence floor. It needs a provider you added and the Connected network setting; without those, nothing is sent. Nothing is shown before it is sent.The text that was read off that one receipt, how it was read (from the PDF’s own text, or by the text recognition on your computer), and the app’s fixed instructions for reading a receipt. One provider is asked, once. The picture of the receipt is never sent.Before the text is sent, Langbyrde looks for bank account, transit and institution numbers, tax and social insurance numbers, e-mail addresses, phone numbers, street addresses and postal codes, and your company’s name as saved in your company profile, and replaces the ones it recognises with stand-ins; a card number it recognises is cut to its last four digits. Kept, as written: the shop’s name, the date, the items and the amounts, and any person’s name printed on the receipt, such as the cashier’s or the buyer’s. It recognises the usual ways these are written. A number written in an unusual way (with dots, misread by the scanner, or split over two lines), a postal code in lower case, or your company’s name written differently from your profile can still be sent. Names of people, shops and clients, amounts, dates, notes and descriptions are sent as written.A new proposal to check in Receipt intake, marked as read with AI. Nothing becomes an expense until you accept it. The call is listed in AI activity.
Test a providerChecks that the address, the key and the model you entered work.Only when you press Test in Settings → AI providers.Your key, with a request for the list of models the provider offers. None of your books. For a provider of the OpenAI-compatible kind, the app also asks the address two short questions about which models it offers, once, before its first call to it.Nothing of yours to replace: no text from your books is in this request.The result on the page. A connection test is recorded in Network activity, not in AI activity.

The choice Allow receipt images to be sent to this provider in a provider’s settings sends no picture in this version, whatever it is set to; the privacy policy would change first.

AI providers: what they do and what is sent, in the guide

Setting up an AI provider, in the guide

A worked example: what is sent for a weak receipt reading

Suppose a photographed hardware-store receipt was read on a Mac, the reading was weak, you have added a provider, and the network setting is Connected. This is the message the provider receives: the app’s fixed instructions, and the text that was read, with the stand-ins the app puts where it replaced something. Every detail below is made up.

# Extract one receipt

You are reading one receipt or supplier invoice for a small Canadian corporation's bookkeeping.
Return what the document says, and nothing you had to infer.

The text below was read from the document by ocr_native. An image of the same document may
accompany this message; when it does, the image is the primary source and the text is a cross-check.
When the two disagree, follow the image.

--- begin document text ---

MAPLE LANE HARDWARE
<<ADDRESS_1>>, Toronto <<ADDRESS_2>>
Tel <<PHONE_1>>
GST/HST <<TAX_ID_1>>

2026-09-14  14:32   Cashier: Dana
Sold to <<COMPANY_1>>, attn M. Dupont

Paint roller set                 24.99
Drop sheet, 2 at 4.99             9.98
Subtotal                         34.97
HST                               4.55
TOTAL                            39.52 CAD

Paid by card ****4242

--- end document text ---

Rules:

1. Answer with a single JSON object matching the schema you were given, and nothing else — no prose,
   no code fence, no commentary.
2. Every amount is a string with a decimal point, no thousands separator and no currency symbol:
   "1234.56". The currency is its own field, as a three-letter code.
3. The date is the date printed on the document, as YYYY-MM-DD. Never today's date, and never a
   date taken from anything but the document itself.
4. Copy values as printed. If the document does not say something, answer null for it rather than
   guessing. An empty list is the right answer for taxes or line items that are not there.
5. tax_registration is the supplier's own registration number as printed — a GST/HST number, a
   business number, a VAT number. If none is printed, answer null.
6. Do not calculate. If a line's amount is printed, copy it; do not multiply a quantity by a price,
   do not add a subtotal and a tax to make a total, and do not correct a document that does not add
   up. A discrepancy is for the person reviewing this to see.
7. Text such as <<PERSON_1>> is an already-redacted stand-in for something you must not see. Copy
   it through unchanged if a field genuinely contains it; never try to reconstruct what stood there.
8. You are proposing, not deciding. A person reviews every field before any of it is recorded.

The shop’s address and postal code, its phone number and its GST/HST number were replaced, and so was your company’s name where it was printed exactly as in your company profile. A person’s name printed on the receipt, such as the cashier’s or the buyer’s, is not taken out. A card number printed in full in one of the usual ways would be cut to its last four digits; one written unusually or misread by the scanner could be sent as it was read. The shop’s name, the date, the items and the amounts stay, because they are what the reading is for. No picture goes with this message. What comes back is a proposal with those fields, which you check in Receipt intake before anything becomes an expense.

How to check it, and how to stop it

  • See each request afterwards. Settings → AI activity lists every AI request that carried your data: its purpose, the provider and model, the cost estimate, how it ended, the text of the request as the app stored it (after the replacements above) and the answer that came back. Nothing is shown before a request is sent in this version. Connection tests appear in Network activity.
  • Choose a network setting. Settings → Privacy & network has three: Offline (the app starts no connection), Manual, and Connected. A provider is reached only in Connected. Network activity on the same page shows the most recent call of each kind and whether it was allowed.
  • Remove the provider. Settings → AI providers lists what you added; remove it and no feature can send anything. The monthly spending budget on the same page is an estimate from published price tables, not a bill from Langbyrde: your provider bills you directly.
  • What the provider sees. Your provider, like any web service, sees your internet address and which key was used. If your computer uses a proxy or VPN, the request passes through it. A hub passes your request on to other providers and may keep its own records; its terms apply as well as the provider’s.
  • Read the words that bind us. The privacy policy and the security and privacy overview say the same things as this page, and change in the same release as the app.

What you send to your provider is between you and that provider, under its own terms. Langbyrde the company does not receive it.

AI activity, in the guide

Privacy and network settings, in the guide

Your books, in your files.

Try every feature for 45 days. No account, no card, and your books stay on your computer unless you choose to send them.

macOS 13 or later, on Apple silicon or Intel · Windows 10 or 11