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{{COMPANY_LEGAL_NAME}} (“{{COMPANY_TRADING_NAME}},” “we,” “us,” or “our”) provides a software-as-a-service platform that helps businesses classify transactions and prepare financial statements in accordance with US GAAP. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to our website, our application, and any related services (together, the “Service”).
By creating an account or otherwise using the Service, you acknowledge that you have read and understood this Privacy Policy.
When you sign up, we collect the email address you register with, your organization name, and a password you set. We may also collect profile details you choose to provide (such as your name or role) and communications you send us.
To use the Service, you upload or connect financial data — for example, charts of accounts, general ledger transactions, invoices, and related metadata. This content is stored on your behalf and processed to produce classifications and financial statements.
We automatically collect certain technical information when you use the Service: IP address, browser type and version, device identifiers, timestamps, the pages or features you access, and diagnostic logs needed to operate and secure the Service.
We use cookies and similar technologies for authentication, security, and to remember your preferences. See Section 8 for details.
We use the information we collect to:
We do not sell your personal information. We share information only in the limited circumstances described below.
We retain your account and the data you upload while your account is active and for as long as needed to provide the Service, comply with our legal obligations, resolve disputes, and enforce our agreements. When you delete your account, we delete or anonymize your personal information within a reasonable period, except where we are required to retain it by law.
We take reasonable and appropriate measures to protect your information, including encryption in transit and at rest, strict access controls, and logical isolation of each customer’s data from other customers. No method of transmission or storage is perfectly secure, and we cannot guarantee absolute security; however, we work continuously to improve our safeguards and respond promptly to suspected incidents.
Depending on where you live, you may have rights regarding your personal information, including the right to access, correct, export, or delete it, and the right to object to or restrict certain processing. You can exercise many of these rights directly in the Service, or by contacting us at {{PRIVACY_EMAIL}}. You can also opt out of marketing emails at any time using the unsubscribe link in those messages; we will continue to send you transactional messages related to your account.
We use strictly necessary cookies to keep you signed in and to keep the Service secure. We may also use limited analytics cookies to understand how the Service is used so we can improve it. You can control cookies through your browser settings; disabling strictly necessary cookies may break core functionality.
The Service is operated from {{COMPANY_COUNTRY}} and our subprocessors may be located in other countries, including the United States and the European Union. Where applicable law requires, we rely on appropriate safeguards (such as standard contractual clauses) for international transfers of personal information.
The Service is not directed to, and we do not knowingly collect personal information from, children under 13 (or the equivalent minimum age in the relevant jurisdiction). If you believe a child has provided us with personal information, please contact us and we will take appropriate steps to delete it.
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by prominent notice within the Service before the changes take effect. The “Effective date” at the top of this page indicates when this version was last revised.
If you have questions about this Privacy Policy or our data practices, please contact us:
{{COMPANY_LEGAL_NAME}}See also our Terms of Service and Imprint.
