Privacy Policy

Last Updated: May 4, 2026

1. INFORMATION WE COLLECT

1.1 Information from QuickBooks

When you connect your QuickBooks account, we may access the following types of data:

• Company information
• Customer and vendor data
• Financial records (such as invoices, payments, and journal entries)
• Transactional and accounting data

This access is authorized by you through Intuit’s OAuth process.

1.2 Automatically Collected Information

We may collect limited technical information, including:

• IP address
• Device and browser type
• Usage activity within the Application
• Error logs and performance data

1.3 Analytics Data

We may collect anonymized and aggregated data derived from your usage of the Application for analytics and improvement purposes.

2. HOW WE USE INFORMATION

We use collected information to:

• Provide and operate the Application
• Enable integration with QuickBooks
• Perform automated actions requested by you
• Monitor performance and troubleshoot issues
• Improve features, functionality, and user experience

We do not sell your personal or financial data.

3. DATA STORAGE AND RETENTION

3.1 Pass-Through Data Model

The Application is designed to operate as a pass-through system:

• QuickBooks data is processed in real time
• Financial data is not permanently stored on our servers

3.2 Temporary Processing

Data may be temporarily stored in memory or logs for processing, debugging, or system performance purposes.

3.3 Retention of Analytics Data

We may retain anonymized and aggregated data indefinitely for internal analytics and system improvement.

4. DATA SHARING AND DISCLOSURE

We do not sell or rent your data.

We may share information only in the following circumstances:

• With service providers (e.g., cloud hosting) necessary to operate the Application
• To comply with legal obligations or lawful requests
• To protect our rights, security, or property

5. THIRD-PARTY SERVICES

The Application integrates with third-party services, including:

• Intuit QuickBooks

Your use of these services is governed by their respective privacy policies.

We are not responsible for the privacy practices of third-party providers.

6. DATA SECURITY

We implement commercially reasonable safeguards to protect your information.

However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. YOUR RESPONSIBILITIES

You are responsible for:

• Maintaining the security of your QuickBooks account
• Reviewing permissions granted to the Application
• Monitoring activity within your financial systems

8. YOUR RIGHTS AND CHOICES

Depending on your jurisdiction, you may have rights to:

• Access your personal data
• Request deletion of your data
• Limit certain data processing activities

Because the Application does not permanently store financial data, most data control actions must be performed directly within QuickBooks.

9. CALIFORNIA PRIVACY RIGHTS

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), including:

• The right to request disclosure of data collected
• The right to request deletion of personal information
• The right to non-discrimination for exercising privacy rights

To make a request, contact us using the information below.

10. CHILDREN’S PRIVACY

The Application is not intended for use by individuals under the age of 18.

We do not knowingly collect personal information from children.

11. CHANGES TO THIS POLICY

We may update this Privacy Policy at any time.

Continued use of the Application after changes constitutes acceptance of the updated policy.

12. CONTACT INFORMATION