Privacy Policy

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, use our services, or communicate with us. This may include:

• Account information (name, email address, password)
• Business information and financial data you choose to connect
• Usage data and analytics
• Communication preferences
• Payment and billing information

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 and questions
• Generate business insights and analytics
• Comply with legal obligations

3. Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties, except in the following cases:

• With your explicit consent
• To trusted service providers who assist in operating our platform
• When required by law or to protect our rights
• In connection with a business transfer or acquisition

4. Third-Party Integrations

Our platform integrates with various third-party services including:

• Plaid: For secure bank account connections
• Stripe: For payment processing
• Square: For point-of-sale data integration
• QuickBooks: For accounting data synchronization

These integrations are governed by their respective privacy policies. We only access the data you explicitly authorize us to retrieve.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption in transit and at rest, regular security assessments, and access controls.

6. Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this privacy policy. When you terminate your account, we will delete or anonymize your personal information, except where retention is required by law or for legitimate business purposes.

7. Your Rights and Choices

You have the following rights regarding your personal information:

• Access and review your personal information
• Correct inaccurate or incomplete information
• Delete your personal information
• Export your data in a portable format
• Opt-out of marketing communications
• Restrict or object to certain processing activities

8. Cookies and Tracking

We use cookies and similar tracking technologies to collect information about your browsing activities and to provide personalized content. You can control cookie settings through your browser preferences. However, disabling cookies may affect the functionality of our services.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure that such transfers comply with applicable data protection laws and implement appropriate safeguards to protect your information.

10. Children's Privacy

Our services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If we become aware that we have collected such information, we will take steps to delete it promptly.

11. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. Your continued use of our services after such changes constitutes acceptance of the updated policy.

12. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at: