Privacy Policy
Last updated: July 16, 2026
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 use administrative, technical, and organizational safeguards designed to protect personal information. Connected services may use secure authorization methods such as OAuth where supported.
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.