KhataPilot

PRODUCT OVERVIEW

Your everyday business. All in one place.

Bills, banks, GST, invoices and payroll, together in one clear workspace.

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CAPTURE & READ

  • WhatsApp bookkeepingBills, expenses and answers in your chat.
  • Email bill intakeForward bills or connect your mailbox.
  • Smart uploadDrop bills and statements. AI reads them.

BANKS & MONEY

  • Bank reconciliationStatement lines, matched to your books.
  • Payment methods & cardsCards, banks, UPI and cash in one list.
  • Subscriptions & renewalsTrack every plan, renewal and EMI.
  • Cashflow & forecastMoney in and out, dues and recurring costs.

BILLING, TAX & TEAM

  • Invoice studioDesign, fill and send GST invoices.
  • GST, TDS & reverse chargeTax splits, deductions and GSTIN checks.
  • Expense claims & approvalsApprove team claims, then record the payback.
  • PayrollSalaries, deductions and payslips, each month.

AI & YOUR CA

  • CopilotAsk your books, on the web or WhatsApp.
  • CA collaborationRead-only books, queries and Tally exports.
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KHATAPILOT · LEGAL

Privacy Policy

What you share with us, why we use it, and the choices you have about your information.

Last updated 3 November 2026

ON THIS PAGE

  1. About this policy
  2. Information you share
  3. Technical information and cookies
  4. How information is used
  5. Sharing and service providers
  6. Retention and security
  7. Your choices and requests
  8. Children and external websites
  9. Policy updates
Read our Terms and Conditions ↗

01About this policy

This Privacy Policy explains how Khata Pilot ("KhataPilot", "we", "us", or "our") handles personal information in connection with khatapilot.com, its access-request form, live chat, and related enquiries.

This policy covers the public website. If you later use a live KhataPilot account or connect business services, additional privacy information and any applicable service or data-processing terms will be provided for those activities.

For privacy questions or requests, contact hello@khatapilot.com.

02Information you share

When you request access, we collect the details you enter in the form:

  • Required details: company name, first name, last name, work email address, and company-size range.
  • Optional details: your company website and a note about your business needs or questions.

If you email us, we receive your email address, message, and any information or attachments you choose to send. Please share only information needed for your enquiry and that you are authorised to provide.

We use tawk.to to provide live chat. If you contact us through the widget, tawk.to processes the messages, contact details, and any attachments you choose to share so our team can respond to your enquiry.

Do not send passwords, bank credentials, payment-card details, identity documents, or confidential customer and employee records through the access-request form.

03Technical information and cookies

When you visit the website or submit a form, our hosting and security services may process technical information such as your IP address, browser and device information, requested pages, request times, and error or security logs. This helps deliver the website, investigate errors, and prevent abuse.

Hosting or security services may use essential cookies or similar technologies to support delivery and protect against malicious traffic. You can control cookies through your browser settings; restricting essential storage may affect how parts of the website work.

The tawk.to widget also uses cookies and browser storage to maintain chat sessions and recognise returning visitors. It may process technical information and pages visited on our site. See tawk.to’s Privacy Policy for more information about its handling of data.

The interactive public previews use sample records. Browsing those previews does not give us access to your device files, bank accounts, invoices, or business applications.

04How information is used

We use information collected through this website to:

  • Receive and review access requests and understand your business requirements.
  • Reply to enquiries and communicate about your request or access to KhataPilot.
  • Operate, maintain, troubleshoot, and protect the website and request service.
  • Address misuse, resolve disputes, and meet applicable legal obligations.

Where processing relies on your consent, you can withdraw that consent by contacting us. Withdrawal does not affect processing already lawfully carried out or information we must retain under applicable law.

05Sharing and service providers

Information may be handled by team members and service providers involved in hosting, security, request processing, and communication, as needed for the purposes described above. The website is hosted using Cloudflare infrastructure.

We may also disclose information when required by applicable law or a valid legal process, or where necessary to investigate misuse and protect people, systems, or legal rights.

Service infrastructure may process information in countries other than your own. The location of processing depends on the services used to deliver the website and handle your enquiry; applicable safeguards and legal requirements apply.

06Retention and security

We retain access-request and enquiry information for as long as reasonably needed to handle the request, maintain relevant communications, and meet legal, security, or dispute-resolution needs. The appropriate period depends on the purpose and any applicable retention obligations.

You can ask us to delete information associated with your request using the contact details below. Some information may need to be retained where required or permitted by law.

No website, transmission method, or storage system can be guaranteed completely secure. Please avoid submitting sensitive information that is not needed for your enquiry.

07Your choices and requests

You can contact us to ask about information you have shared, correct inaccurate details, request deletion, withdraw consent where relevant, or raise a privacy concern. Depending on applicable law, you may have additional rights concerning your information.

Email hello@khatapilot.com with the subject “Privacy request”. Include the email address used for your access request and a brief description of what you need. We may ask for information reasonably necessary to verify your identity before acting on a request.

We will consider your request in accordance with applicable law and explain any limits that prevent us from fulfilling it. You may also raise a concern with the relevant data-protection authority where that right is available.

08Children and external websites

This website and the access-request form are intended for adults acting for their business or professional work. They are not directed at children. If you believe a child has submitted personal information, please contact us so we can review and address it.

External websites linked from our pages have their own privacy practices. Please read their policies before sharing information with them.

09Policy updates

We may update this policy when the website, information we collect, or applicable requirements change. The current version will be published here with an updated date. Where required, we will provide additional notice or seek consent for material changes.

For questions about this policy or how your information is handled, contact Khata Pilot at hello@khatapilot.com.

Have a question?

Get in touch with the Khata Pilot team.

hello@khatapilot.com ↗
KhataPilot

Bills, banks, GST, invoices and payroll - together in one clear workspace, with your CA a click away.

Try KhataPilot ↗

Capture & read

WhatsApp bookkeepingEmail bill intakeSmart upload

Banks & money

Bank reconciliationPayment methods & cardsSubscriptions & renewalsCashflow & forecast

Billing, tax & team

Invoice studioGST, TDS & reverse chargeExpense claims & approvalsPayroll

AI & your CA

CopilotCA collaboration
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