Privacy Policy

We may collect the following categories of information:

• Account information, including name, email address, authentication credentials, and user role.
• Organization information associated with your business account.
• Financial account information obtained through Plaid, including account identifiers, balances, transaction history, and other financial data authorized by the user.
• Operational business data entered into the platform.
• Device information, browser information, IP address, and usage analytics.
• System logs necessary to operate, secure, and improve the platform.

Financial information is accessed only after authorization through Plaid.

We use Plaid solely to retrieve the financial information necessary to provide cash management, reporting, reconciliation, and related operational services.

We do not receive or store online banking usernames or passwords.

Plaid's collection and use of information is governed by Plaid's own privacy policy.

We use information to:

• Provide and operate the application.
• Authenticate users.
• Synchronize financial information.
• Generate operational dashboards and reports.
• Improve system performance and reliability.
• Detect fraud, abuse, or unauthorized access.
• Comply with legal obligations.

We do not sell personal information.

We maintain administrative, technical, and physical safeguards designed to protect information.

Security measures include:

• Encryption in transit using TLS 1.2 or higher.
• Encryption of sensitive information at rest.
• Role-based access controls.
• Server-side protection of credentials and API tokens.
• Continuous software maintenance and security updates.
• Secure hosting infrastructure.
• Access logging and operational monitoring.

While no system is completely secure, we use commercially reasonable safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction.

We may share information only with:

• Service providers that assist in operating the platform.
• Plaid for financial connectivity.
• Hosting, authentication, database, analytics, and infrastructure providers.
• Government authorities when required by applicable law.

We do not sell customer information to advertisers or data brokers.

Information is retained only as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, enforce agreements, and maintain legitimate business records.

Subject to applicable law, users may request to:

• Access personal information.
• Correct inaccurate information.
• Delete information where legally permitted.
• Request export of applicable information.
• Withdraw consent where applicable.

The application may use cookies and similar technologies for authentication, security, user preferences, and system functionality.

Our platform integrates with third-party providers including Plaid and cloud infrastructure providers. Their services are governed by their respective privacy policies.

The application is intended solely for business use and is not directed toward individuals under the age of 18.

Information may be processed in the United States or other jurisdictions where our service providers operate.

We may update this Privacy Policy periodically. Material changes will become effective upon posting the revised policy.

Questions regarding this Privacy Policy may be directed to: