Privacy Policy

Last Updated: September 17, 2026

1. Introduction

This website ("this website", "we", "us", or "our") respects your privacy and is committed to protecting your personal and business information. This Privacy Policy explains how this website collects, uses, stores, protects, and deletes information when you use our financial management platform and related services.

By using this website services, you acknowledge that you have read and understood this Privacy Policy.

2. Information We Collect

Depending on the features you use, this website may collect and process the following categories of information:

• Account information, including name, email address, organization details, and authentication information.
• Business information required to provide financial management services, including company information and authorized user information.
• Financial and transaction-related information provided by users or authorized integrations.
• Technical information, including system logs, security information, device information, and service usage records.
• Information obtained from third-party services only when users explicitly authorize this website to access those services.

3. Google Account and Gmail Data Access

This website provides optional integration with Google services to allow users to connect their own Google accounts and use email-based financial management features.

When a user chooses to connect Gmail with this website, this website requests access through Google's OAuth authorization process. The requested Gmail permission is:

https://www.googleapis.com/auth/gmail.readonly

This permission allows this website to read email messages from the Gmail account that the user has explicitly authorized.

This website does not request permission to send emails, modify emails, delete emails, or manage Gmail settings.

Information Accessed From Gmail

After user authorization, this website may access information contained within authorized Gmail messages when necessary to provide the requested functionality. This information may include:

• Email sender information.
• Sender domain information.
• Email subject.
• Email timestamp.
• Relevant transaction notification content.
• Transaction-related details contained in authorized emails.

The Gmail information accessed by this website is limited to information necessary to provide user-requested financial organization, transaction management, recording, reconciliation, and reporting features.

4. How We Use Google User Data

This website uses Google user data only to provide and improve user-facing features requested by the user.

Specifically, Gmail data may be used for:

• Importing authorized email information into this website.
• Identifying relevant transaction-related information from authorized emails.
• Creating transaction records and financial summaries requested by users.
• Supporting reconciliation, reporting, and account management features.
• Improving reliability, security, and performance of this website services.

This website does not use Google user data for advertising purposes, personalized advertising, selling data, credit scoring, lending decisions, or unrelated commercial activities.

This website does not use Google user data to train generalized artificial intelligence or machine learning models.

5. Google User Data Limited Use Compliance

This website's use of Google user data complies with the Google API Services User Data Policy, including the Limited Use requirements.

This website only accesses Google user data to provide features that are visible and requested by users. Google user data is not transferred, sold, or shared with third parties for advertising, marketing, or unrelated purposes.

Access to Google user data is limited to authorized systems and personnel who require such access to operate and maintain this website services.

6. Data Sharing

This website does not sell, rent, or trade user information.

This website may share information only in the following limited circumstances:

• When necessary to provide services requested by users.
• When required by applicable laws, regulations, or legal processes.
• To protect the security, integrity, and rights of this website, users, or others.
• With trusted infrastructure service providers that process information on behalf of this website under appropriate confidentiality and security obligations.

This website does not share Google user data with advertising networks, data brokers, or unauthorized third parties.

7. Data Security

This website applies appropriate technical and organizational security measures to protect user information against unauthorized access, disclosure, alteration, or destruction.

Security measures may include:

• Encryption during data transmission.
• Access control and authentication mechanisms.
• Monitoring and logging of important system activities.
• Restricted access to sensitive information.
• Security reviews and system protection practices.

8. Data Storage and Retention

This website retains information only for as long as necessary to provide services, maintain transaction records, comply with legal obligations, resolve disputes, and maintain security.

Gmail data obtained through user authorization is retained only when required to provide functionality requested by the user.

When information is no longer required, this website will delete or anonymize the information according to applicable requirements and internal procedures.

9. User Control and Data Deletion

Users maintain control over their connected accounts and information.

Users may:

• Disconnect Google account authorization from this website.
• Revoke this website's Gmail access through Google Account settings.
• Request deletion of their account and associated data.

After Google authorization is revoked, this website will no longer obtain new Gmail information through that authorization.

To request deletion of your data, please contact this website through the contact information provided on this website.

10. Third-Party Services

This website may integrate with third-party services, including authentication providers, cloud infrastructure providers, banking services, and external platforms.

Third-party services operate according to their own privacy policies and terms.

11. Children's Privacy

This website services are intended for business users and are not designed for children. This website does not knowingly collect personal information from children in violation of applicable privacy laws.

12. Changes to This Privacy Policy

This website may update this Privacy Policy periodically to reflect changes in services, technology, legal requirements, or privacy practices.

The updated version will be published on this page with a revised "Last Updated" date.

13. Contact Us

If you have questions regarding this Privacy Policy, data handling, Google account integration, or data deletion requests, please contact this website through the official contact information provided on this website.