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Legal

Privacy Policy

1. Information We Collect

We collect information you provide directly to us when you:

  • Create an account (name, email address, phone number, company name)
  • Set up your business profile (business name, address, tax information)
  • Enter financial data (income, expenses, invoices, bills, payroll, customer information)
  • Upload receipts, documents, or other files
  • Communicate with our support team

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our financial management platform
  • Generate financial reports, forecasts, and AI-powered insights
  • Send notifications about bills, payroll, invoices, and other financial events
  • Respond to your support requests and questions
  • Send product updates, security alerts, and account notifications
  • Detect, prevent, and address technical issues or fraud

3. Data Storage and Security

Your data is stored in isolated, encrypted databases using industry-standard AES-256 encryption at rest and TLS 1.3 in transit. Each tenant (business) gets its own database schema, ensuring complete data isolation between customers. We perform regular security audits and penetration testing.

4. Data Sharing

We do not sell your personal information or financial data to third parties. We may share data with trusted service providers who assist in operating our platform (cloud hosting, payment processing, email delivery), provided they agree to keep your information confidential and secure.

5. Data Retention

We retain your account information and financial data for as long as your account is active. If you cancel your account, we will delete or anonymize your data within 90 days, except where we are required to retain it for legal or tax purposes.

6. Your Rights

You have the right to:

  • Access your personal data at any time through your account settings
  • Correct inaccurate or incomplete data
  • Export your data in CSV or Excel format
  • Delete your account and associated data
  • Opt out of marketing communications

7. Cookies

We use essential cookies to maintain your session and keep you logged in. We do not use tracking cookies or third-party analytics that share data with advertising networks. You can control cookie settings through your browser preferences.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes via email or through a notice on our platform. Continued use of the service after such changes constitutes acceptance of the updated policy.

9. Contact

If you have questions about this Privacy Policy, please contact us at privacy@intellifin.app.