Privacy Policy

By accessing or using our Platform, signing up for, or utilizing our products, services, content, features, technologies, or functions offered on our Platform and all related sites, applications, and services (collectively, "Services"), you agree to the terms of this Privacy Policy.

We collect information you provide to us, information generated through your use of the Platform, and information you choose to connect through optional integrations.

• Account information: Information you provide when you sign up or contact us, such as your name, email address, and any other details you choose to share.
• Connected account data (optional): If you choose to connect an account (for example, Gmail for statement sync), we collect the data needed to provide the feature you requested, such as statements and related metadata. We do not ask for your email password.
• Support communications: Information you send to our support team (for example, emails, chats, or attachments) so we can respond and troubleshoot.
• Device and log data: Technical information such as IP address, browser type, pages accessed, and timestamps, which help us operate and secure the Platform.
• Cookies and similar technologies: We use essential cookies (for example, session cookies) for authentication, security, and basic preferences. See "Data Collection Devices" below.

We do not intend to collect information unrelated to providing the Services, and we aim to minimize the information we access through integrations.

We use your information to provide, operate, and improve the Services, including to:

1. Provide the Services you request and customer support.
2. Authenticate users, prevent abuse, and secure accounts and systems.
3. Operate integrations you enable (for example, syncing statements you authorize).
4. Communicate with you about the Services (service notices, updates, and changes).
5. Send marketing or promotional communications where permitted; you can opt out of marketing emails at any time.
6. Improve and personalize the Services, including by debugging, testing, and analyzing usage patterns in aggregate.
7. Comply with legal obligations and enforce our Terms.

We do not sell or rent your personal information to third parties. However, we may disclose your information to:

1. Service providers that help us operate the Platform (for example, hosting, customer support, email delivery, and security services), under contractual obligations to protect your information.
2. Third parties you direct us to share with (for example, when you enable an integration or request data export).
3. Authorities or other parties where required to comply with law, respond to lawful requests, or protect rights, safety, and security.
4. A successor entity in connection with a merger, acquisition, or asset sale (we will take steps to ensure continued protection of your information).

We use cookies and similar technologies to help the Platform function and remain secure. You can control cookies through your browser settings, but disabling certain cookies may limit features (for example, staying signed in).

We retain personal information only for as long as needed to provide the Services, comply with legal obligations, resolve disputes, and enforce agreements. If you request deletion of your account or data, we will delete or de-identify information where feasible, subject to legal and operational retention requirements.

Depending on your location and the Services you use, you may have rights to access, correct, delete, or export your information. You can also:

• Opt out of marketing emails using the unsubscribe link in those messages.
• Revoke access to connected accounts (for example, Gmail) through your account settings or provider settings.
• Request help or data actions by contacting us at [email protected].

Our Platform may contain links to other platforms that may collect personally identifiable information. We are not responsible for the privacy practices or the content of those linked platforms.

For any grievances or questions regarding the processing of information or this Privacy Policy, please contact our Grievance Officer:

• Name: Shreya Sondhi
• Email: [email protected]

We reserve the right to amend, modify, or upgrade this Privacy Policy at our sole discretion, at any time. Any such changes will be effective immediately upon posting a revised version on the Platform. It is your responsibility to review the Privacy Policy periodically to stay informed about any updates. Your continued use of the Platform or Services following the posting of the revised version constitutes your acceptance of the updated terms. If you do not agree with any modifications, you must discontinue using the Platform and Services.

We prioritize the security of your information and use administrative, technical, and organizational safeguards designed to protect it from unauthorized access, disclosure, alteration, or destruction.

Data transmitted between your device and our Platform is protected using encryption in transit (for example, TLS). We also use encryption at rest where supported by our storage providers and design the Platform to limit access to authorized personnel and systems.

If you enable email-based statement sync, we use automated processes to extract relevant information from financial documents (such as statements and invoices) in order to provide the requested features. You can revoke access to connected accounts at any time.

No method of transmission or storage is completely secure. We cannot guarantee absolute security, but we work to continuously improve our safeguards.

The Platform is not intended for children, and we do not knowingly collect personal information from individuals under 18. If you believe a child has provided us personal information, please contact us so we can take appropriate steps.