Why Recordal

The pack with every number traceable.

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.

Start free →Book a demo →
Board pack – Q3 · Final
ARR
$4.94M
Stripe · live · 9:04am
Gross margin
72%
QuickBooks · today
Every number cited · source + as‑of

Why not the tools you already know?

Different jobs. Recordal’s job is the pack – cited, reviewable, finalizable.

Not a dashboard

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.

Not a board portal

Host the meeting and distribute the deck.

Build the artifact itself: every figure tied to its source and as‑of date before anything ships.

Not a chatbot with your data

Sounds sure over whatever you paste in.

Drafts prose around cited numbers. You finalize. Invented figures don’t get a free pass.

Trust you can see in the pack.

Not a badge wall – the behaviors that keep a number honest on the page.

Provenance on every figure

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.

Out‑of‑date can’t hide

If a source disconnects or a figure ages past its window, the pack shows a warning you can’t dismiss on finalize. Polished‑but‑wrong doesn’t ship quietly.

Finalizing is your act

AI drafts the narrative. You review and finalize. Acknowledgments on stale data are recorded with who signed off and when.

How we handle your data.

Read‑only, encrypted, never sold, never trained on – and you can leave with everything.

Read‑only by design

Connections pull data in. We never write back to your systems. Where a provider offers restricted credentials, we require them.

Encrypted where it matters

TLS in transit. Third‑party connection credentials encrypted at rest (AES‑256‑GCM). Per‑organization isolation at the query layer.

No ads. No model training.

We don’t sell your data, run ad pixels, or let our AI provider train on your content. Drafting helps; your numbers stay yours.

Least‑privilege access

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: read‑only connections, cited figures, and a clear path to export or delete your data.

Your data, your exit.

No lock‑in. Packs, metric history, and sources stay yours.

Export

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.

Deletion

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.

AI without the risk

The model never touches your numbers.

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.

1 · Your systems
Stripe · QuickBooks · CRM
Read‑only connections pull each figure with its source and as‑of date.
2 · Recordal inserts
$4.94M Stripe · 9:04am
Numbers land verbatim, receipt attached. The model never generates a figure.
3 · AI drafts prose
Narrative only – you finalize
No training on your content. Provider copies age out in ~30 days.

Subprocessors

Infrastructure providers we use to operate Recordal, as of July 27, 2026. We update this list when providers change. See also our Privacy Policy.

ProviderRole
VercelHosting / application infrastructure
NeonDatabase
Google / FirebaseAuthentication
StripePayment processing
Merge.devCRM / HRIS / accounting connectivity
AnthropicAI drafting
ResendTransactional email
PDF renderingFinalized artifacts may be rendered via our hosting provider and/or a specialized PDF provider (currently Browserless when configured)
For teams & portfolios

Talk it through.

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.

Book a demo →30 minutes · your own data

Ready when you are.

Draft free. Pay when you finalize. Every number cited.

Start free →See pricing