Portals move documents. Dashboards answer operators. Recordal builds the artifact directors and investors actually rely on – each figure tied to its source and as‑of date.
Different jobs. Recordal’s job is the pack – cited, reviewable, finalizable.
Answers an operator’s questions in the moment.
Produces a pack you can stand behind months later – when a director asks what you told them in March.
Host the meeting and distribute the deck.
Build the artifact itself: every figure tied to its source and as‑of date before anything ships.
Sounds sure over whatever you paste in.
Drafts prose around cited numbers. You finalize. Invented figures don’t get a free pass.
Not a badge wall – the behaviors that keep a number honest on the page.
Recordal checks each number against its source and attaches the receipt – source and as‑of date. When someone asks where a figure came from, the answer is already on the page.
If a source disconnects or a figure ages past its window, the pack shows a warning on finalize. Out-of-date figures can’t ship silently.
AI drafts the narrative. You review and finalize. Acknowledgments on outdated data are recorded with who signed off and when.
We only read from your systems. Encrypted, never sold, never trained on – and you can leave with everything.
Recordal only reads from your systems; it never writes, updates or deletes. Where a provider offers a read-only permission we request it; for QuickBooks and Salesforce, which don't, we request the narrowest scope available and our code issues read requests only.
TLS in transit. Third‑party connection credentials encrypted at rest (AES‑256‑GCM). Per‑organization isolation at the query layer.
We don’t sell your data, run ad pixels, or let our AI provider train on your content. Drafting helps; your numbers stay yours.
Production access is limited, logged, and role‑scoped. We look at Your Content only to operate the Service, on support you request, or where the law requires.
We’re not SOC 2 certified today. We’re working toward it. In the meantime we won’t imply a certification we don’t have – the commitments that matter for Recordal are already in how the product works: connections that only read, cited figures, and a clear path to export or delete your data.
No lock‑in. Packs, metric history, and sources stay yours.
Yes – your packs, metric history, and sources are always yours to take, with no lock-in. Owners and admins can download a full export anytime from Settings → Data & privacy. Or email privacy@recordal.co and we'll deliver within 48 hours.
Yes. Owners and admins can schedule organization deletion from Settings → Data & privacy (portals close immediately; hard purge after 30 days, cancelable until then). Or email privacy@recordal.co and we'll process your request within 48 hours of confirmation.
Full details in our Privacy Policy.
Figures are retrieved from your systems and inserted verbatim, receipt attached. AI writes the prose around them – and is contractually barred from training on your content.
We use these providers to run Recordal. Each handles customer data only to provide its service to us. We update this list before a new provider starts processing customer data. Last updated November 8, 2026. The full list, with the data each provider handles, is in our Privacy Policy.
The systems you connect, such as QuickBooks or Stripe, aren't our subprocessors. You choose them, and Recordal only reads from them. Questions: privacy@recordal.co
Self‑serve is always open – connect your stack and draft without a sales call. Prefer a walkthrough, or rolling Recordal out across a portfolio? Book a time.