Privacy Policy

Last updated: September 19, 2026

This is a general template provided for convenience and does not constitute legal advice. Please have it reviewed by a qualified lawyer for your jurisdiction before relying on it as your official policy.

1. Information we collect

We collect information you provide directly, and information generated through your use of the Service:

  • Account details: name, email address, phone number, and business information.
  • Business data: transactions, customers, vendors, invoices, payroll, and related records you enter.
  • Payment information, processed securely by our third-party payment providers — we do not store full card details.
  • Usage data: how you interact with the Service, device and browser information, and log data.

2. How we use your information

We use the information we collect to:

  • Provide, operate, and maintain the Service;
  • Process transactions, subscriptions, and payroll on your behalf;
  • Generate reports, receipts, invoices, and AI-assisted insights;
  • Communicate with you about your account, updates, or support requests;
  • Improve, secure, and troubleshoot the Service;
  • Comply with legal and regulatory obligations.

3. Sharing your information

We do not sell your personal information. We may share information with:

  • Service providers who help us operate the Service (e.g. payment processors, hosting, email/SMS delivery);
  • Other users you explicitly connect with (e.g. staff you invite, or a customer you send an invoice to);
  • Authorities, where required to comply with a legal obligation or valid legal process;
  • A successor entity in the event of a merger, acquisition, or sale of assets.

4. Data security

We use reasonable technical and organizational measures to protect your information, including encryption in transit and access controls. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

5. Data retention

We retain your information for as long as your account is active or as needed to provide the Service. We may retain certain information for longer where required by law (for example, financial or tax record-keeping obligations) or to resolve disputes.

6. Your rights

Depending on your location, you may have the right to access, correct, export, or request deletion of your personal information, or to object to certain processing. You can update most account and business information directly within the app, or contact us using the details below.

7. Cookies and similar technologies

We use cookies and similar technologies to keep you signed in, remember your preferences, and understand how the Service is used. You can control cookies through your browser settings, though disabling them may affect how the Service functions.

8. Children's privacy

The Service is intended for business owners and their staff, and is not directed at children. We do not knowingly collect personal information from anyone under the age of 18.

9. Changes to this policy

We may update this Privacy Policy from time to time. If we make material changes, we will take reasonable steps to notify you, such as posting a notice within the app or updating the "Last updated" date above.

10. Contact us

If you have questions about this Privacy Policy or how your data is handled, please contact us: