Privacy Policy

What we collect

• Account details you provide, such as your name and email address.
• Organisation details you provide, such as legal name and reporting settings.
• Financial records retrieved from providers you connect.
• Product usage events that exclude balances, invoice values, customer names and prompts.

Why we collect it

To operate the product you asked for: showing your position, calculating forecasts, answering your questions and keeping your account secure.

Your controls

• Disconnect any provider from settings, which revokes the stored token.
• Export your data in a portable format.
• Request deletion of your organisation and its records.
• Turn anonymous product analytics off, or reset the anonymous identifier they use, from settings.

Retention

Deletion requests remove organisation data within the documented window, except where a legal obligation requires temporary retention. The exact window is to be confirmed with counsel.