Last updated 7 October 2026
Occlude is run by Occlude Software Limited, a company registered in England and Wales (company number 17549128), whose registered office is 57A Tufnell Park Road, London, N7 0PS, United Kingdom. We are the data controller for the personal data described here. ICO registration: ZC290059. Contact: hello@occlude.co.uk.
Your account details: email address, and your name and picture if you sign in with Google. If you add them in My profile, we also keep your first name, surname and an optional profile photo (a small square copy in private storage). If you are linked to a practice, its managers and principals can see your name and, unless you switch it off in My profile, your photo.
What you enter: practice settings, rates and pay dates; entries (dates, treatments, optional patient initials, private charges, lab fees and notes); referrals; expenses, mileage trips and equipment you list; your student loan plan if you tell us; receipts you choose to keep (files in private storage); the supplier names you approve from a bank statement; and figures read from payslips or invoices you upload; messages you send us through the Send feedback button; and your choices about email notifications. If you are a practice manager or principal, we also keep your notification choices for the practice view.
Technical data needed to run the service, such as sign-in cookies. We do not use advertising or tracking cookies.
Please use patient initials or an ID only, never full patient names.
To try the sample-data demo we ask for your email address. We keep it, with whether you ticked the box asking for news. We only send you marketing email if you ticked that box, and you can ask us to remove you at any time. The demo itself uses made-up data and saves nothing you do in it.
If you ask about practice access on our For practices page, we keep the details you type in (your name, email address, practice name, role, the size of the practice and your message) so we can reply. We use them only to talk to you about Occlude. We do not create an account from an enquiry, and we do not add you to any marketing list. You can ask us to delete your enquiry at any time.
To provide the service you signed up for (performance of a contract), to keep it secure and fix problems (legitimate interests), and to share activity with a practice only if you choose (consent, which you can withdraw at any time).
If you upload a payslip or invoice, it is sent to Anthropic, which processes it to read the figures. We keep the figures you confirm, and a copy of the file only if you choose to keep it as a receipt. Check what was read, because it can make mistakes.
Bank statements: if you choose a statement CSV, it is read on your device and is not uploaded. Only the payments you approve are saved, with the description your bank gave and the category you choose.
On the Add screen you can tap the microphone and say an entry instead of typing it. This uses your phone or browser's own speech-to-text, so your voice is sent to that provider (Google on Android and Chrome, Apple on iPhone and Safari) under their terms, not ours. We never receive or store the audio or the words: your device turns them into text, and the Add form is filled in for you to check. Occlude can also read short replies back to you using your phone or browser's own built-in voice; we send nothing anywhere for that, and it can be switched off with the speaker icon. Nothing is saved until you tap Add entry (or Add all, when you have said several). Please say patient initials only, never patient names.
Our hosting and service providers act for us under their data protection terms: Supabase (database and sign-in), Cloudflare (hosting), Resend (sending email, such as sign-in emails and any notification emails you switch on), Anthropic (document reading), and Stripe (payments, when available; card details are held by Stripe, never by us).
Data may be processed outside the UK by these providers under appropriate safeguards. [Confirm hosting region and safeguards before publishing.]
We do not sell your data. If a practice invites you and you accept, the practice sees only what you choose to share. You can stop sharing at any time.
Accountant links: on a paid plan you can create a read-only link for your accountant. Anyone with the link can see that tax year's income, expenses, mileage and receipts until it expires after 30 days or you switch it off. We store only a scrambled form of the link, so we cannot see or recover it.
Until you delete your account. Deleting your account removes your data from our live systems. Encrypted backups are kept for up to 30 days and then expire.
You can access, correct, export or delete your data, object to or restrict processing, and withdraw consent. Much of this is available in Settings. For anything else, contact us. You can complain to the Information Commissioner (ico.org.uk).
Data is encrypted in transit, each account can only see its own data, and access to our systems is protected with two-step verification. No system is perfectly secure, so please use a strong, unique password.
We will update this page when things change, and tell you about significant changes.
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Occlude prepares figures to help you. It does not give tax, legal or financial advice.