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Security & Trust

Built to be trusted with your numbers.

Contractors trust EstimAI Pro with their pricing, their clients, and their bid strategy. This page documents exactly how we protect that data, what AI providers we use, and what rights you have over your information.

Encryption in transit and at rest

All traffic to estimaipro.com uses TLS 1.2+. Customer data, uploaded documents, and Pricing DNA records are stored on AES-256-encrypted disks at our infrastructure providers.

Tenant isolation

Every estimate, client, document, and Pricing DNA record is scoped to a single user account at the database layer. Queries enforce ownership before returning rows — there is no cross-tenant data path.

Your data is not used to train AI

Your uploaded documents, estimates, and pricing patterns are never used to train Anthropic, OpenAI, or any other AI model. Your Pricing DNA is private to your account, period.

Authenticated access only

Authentication is handled by NextAuth with industry-standard session tokens. Google OAuth is supported. Password credentials are hashed with bcrypt. Email verification is enforced on signup.

Hardened infrastructure

Application hosted on Vercel (SOC 2 Type II). Database on managed Postgres with daily backups. Redis (Upstash) handles rate limiting and abuse prevention. All US-based.

Monitoring and incident response

Sentry captures application errors with PII filtering. Anomalous request patterns trigger rate limits before they reach the database. Founder is paged on production incidents.

AI subprocessors

What AI sees your data — and what it doesn't.

EstimAI Pro uses two AI providers. Each is listed below with what they do, what they don't do, and the contractual protection in place.

Anthropic — Claude

Primary

Claude (Sonnet and Haiku models) powers estimate generation, proposal drafting, blueprint analysis, photo analysis, document classification, and the meeting-recorder summary. Claude is the brain of every AI feature in the product.

  • EstimAI Pro is a member of the Claude Partner Network.
  • Under Anthropic's commercial API terms, customer data sent to Claude is not used to train Anthropic's models.
  • API traffic to Anthropic is TLS-encrypted end-to-end.

OpenAI — Whisper

Transcription only

Whisper is used only to transcribe voice memos and meeting recordings into text. The text is then sent to Claude for understanding. Whisper does not perform any reasoning, estimating, or content generation.

  • Under OpenAI's API terms, audio sent for transcription is not used to train OpenAI's models.
  • Whisper is not used for estimate generation, proposal writing, or any text-based AI feature.

Engineering practices that back this up.

Security posture is what you measure, not what you claim. Here's what runs against every change we ship.

Continuous quality checks

Every change runs through TypeScript type checking, ESLint, 113 unit tests, and 23 Playwright end-to-end tests before merge. A nightly evaluation harness scores live AI output against 7 golden fixtures (currently 7/7 passing, average 98/100).

Defense in depth

Rate limiting on every public endpoint. Authorization checked on every database read. Stripe webhooks signature-verified. Admin endpoints behind a separate ADMIN_SECRET. PDF uploads validated by size, MIME type, and HEIC rejection.

Secret hygiene

No credentials in source code. All secrets sourced from environment variables and verified at startup. Production keys rotate on personnel changes. Local development uses isolated test keys.

Backups and data portability

Daily database backups with point-in-time recovery. Customers may export all of their estimates, clients, and Pricing DNA data at any time. On account cancellation, full export is available before deletion.

Your rights over your data.

You own your data. The legal details live in the Privacy Policy. The short version:

  • Request a full export of every estimate, client, document, and Pricing DNA record at any time.
  • Request deletion of your account and all associated data. Cancellation leaves a 30-day recovery window before permanent deletion.
  • Receive notification of any material change to this Security or Privacy policy by email.
  • Receive timely disclosure in the event of a security incident that affects your data, in line with applicable law.

Reviewing EstimAI Pro for your team?

For procurement, security questionnaires, or DPA requests, contact us directly.