Privacy Policy

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, connect financial data sources, or contact us for support. This may include:

• Name and email address
• Company information
• Financial data from connected integrations (QuickBooks, Plaid, etc.)
• Usage data and analytics

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process and display your financial data within the platform
• Send you technical notices and support messages
• Respond to your comments and questions

3. Data Security

We implement appropriate technical and organizational measures to protect your personal information. All data is encrypted in transit and at rest. We use industry-standard authentication protocols (OAuth) for third-party integrations.

4. Data Sharing

We do not sell your personal information. We may share information with third-party service providers who perform services on our behalf, such as hosting and analytics providers. These providers are bound by confidentiality obligations.

5. Your Rights

You have the right to access, correct, or delete your personal information. You can export your data at any time through the platform or by contacting us directly.

6. Contact Us

If you have any questions about this Privacy Policy, please contact us.