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

Our public website uses first-party analytics to understand page visits, referring websites, campaign tags, device and browser categories, and successful contact, newsletter, and demo requests. Random browser cookies identify a visitor for up to 30 days and a session for 30 minutes of inactivity. We do not send form names, email addresses, message contents, raw IP addresses, or full URL query strings to website analytics. Records are stored with our hosting provider and are available only through our authenticated operations portal. We honor Do Not Track and Global Privacy Control browser signals.

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.