Getting started
Your data: where it lives, export and deletion
Know where your data is and how to take it with you.
The problemBefore you trust a system with customers and invoices, you want to know where the data sits and how to get it out.
The resultYour data is hosted in Switzerland, you can export it, and you decide what is deleted.
What you can do
- Know where your account is hosted: Microsoft Azure, Switzerland North
- Export your customer list as a CSV file
- Export accounting reports, the ledger and journal entries as CSV files, and expenses and income as CSV or Excel
- Download any issued invoice as a PDF
- Delete a customer or a document you no longer need, where the law allows
- See how much AI your business uses, without any message text
Who can use it
Anyone can read this. Exporting needs the export permission for that area, and deleting needs the delete permission. Your roles decide who holds them.
Ask Heyva AI
Export my customer list
How much AI did my business use this month?
Questions
Where is my data stored?
Heyva's application, its database and its secrets vault run on Microsoft Azure in the Switzerland North region. If your company is seated outside Switzerland, Heyva asks you to confirm when you create it that its data is stored in Switzerland.
Does AI send my data elsewhere?
Yes. The text of an AI request goes to an AI provider that Heyva uses: Azure OpenAI, Anthropic, or Apertus through Featherless. The assistant, which uses your business data to answer, sends its requests to Azure OpenAI or Anthropic. Do not assume AI processing stays in Switzerland, even though Heyva's own servers do.
Is what I ask the assistant stored?
Your chats are saved to your account so you can reopen them, and only you see them. The AI usage report shows counts and cost, never message text.
How do I get my data out?
Use Export CSV on the customer list, the export buttons under Accounting, and the PDF of each invoice. A connected agent can also export the Swiss VAT return as eCH-0217 XML.
Can I delete a customer?
Yes, but deleting is permanent. Archive the customer instead if you only want them out of sight.
Can I delete an invoice or an accounting document?
A stored document under legal retention, for example under the Swiss Code of Obligations, cannot be deleted until its retention period has passed. A posted invoice is corrected with a correction or a credit note, not edited.
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_export_customersheyva_export_vat_returnheyva_export_invoice_audit