Privacy Policy

1. Information We Collect

We collect information you provide directly to us, including:

• Account information (name, email, password)
• Financial data (transactions, invoices, receipts)
• Bank account connections (via Plaid)
• Business information (business type, industry)
• Usage data and analytics

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process transactions and send related information
• Send technical notices and support messages
• Respond to your comments, questions, and requests
• Generate financial insights and reports

3. Data Security

We implement industry-standard security measures to protect your data:

• 256-bit AES encryption for data at rest
• TLS 1.3 encryption for data in transit
• SOC 2 Type II compliant infrastructure
• Regular security audits and penetration testing
• Two-factor authentication support

4. Data Sharing

We do not sell your personal information. We may share your information with:

• Service providers who assist in our operations (Stripe, Plaid, OpenAI)
• Legal authorities when required by law
• Business partners with your explicit consent

5. Your Rights

You have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion of your data
• Export your data in a portable format
• Opt-out of marketing communications

6. Cookies and Tracking

We use cookies and similar technologies to improve your experience, analyze usage patterns, and personalize content. You can control cookie preferences through your browser settings.

7. Data Retention

We retain your data for as long as your account is active or as needed to provide services. After account deletion, we may retain certain information for legal compliance purposes for up to 7 years.