Privacy Policy

We collect account information (name, email, password hash), business profile data, financial records you upload or sync, usage analytics, and third-party integration metadata (such as bank connection identifiers) to operate the service.

We use data to provide bookkeeping automation, generate financial reports, improve product features, detect fraud, and comply with legal obligations.

AI systems analyze your data to suggest categorizations, summaries, and forecasts. You can control AI preferences in the Settings area.

We share data with vendors that provide infrastructure, payments, and AI processing. Subprocessors are required to meet contractual security standards.

We retain data while your account is active and for a limited period after termination to comply with legal obligations and support data export requests.

You may request access, correction, deletion, or export of your data subject to applicable law. Contact support to submit a request.

California residents have the right to know what personal information we collect, request deletion of personal information, opt-out of the sale or sharing of personal information (we do not sell your data), and not be discriminated against for exercising these rights. To exercise your rights, contact support with your request.

Financial data is encrypted in transit and at rest. We implement access controls, audit logging, and regular security assessments. Bank credentials are handled by third-party providers and are never stored on our servers. We comply with applicable data protection requirements under the Gramm-Leach-Bliley Act (GLBA) safeguards rule.

Where required, we rely on standard contractual protections for cross-border transfers and store data in approved regions.

We may update this policy periodically. We will notify you of material changes and update the effective date above.