Your financial data belongs to you.

Account information: your name, email address and the business profile details you enter during onboarding.

Uploaded financial data: the transaction rows contained in the files you upload, and the derived analysis results produced from them.

Product usage events: which pages and actions you use, so we can improve the product. We do not place transaction descriptions, amounts or merchant names into analytics events.

We use your uploaded data solely to produce the analysis, opportunities and reports inside your own account.

We do not use your financial data to train machine learning models. If that capability is ever offered, it will be opt-in and clearly described.

We do not sell your data, and we do not share your transaction data with other customers or third parties for marketing.

Data is stored against your account and access rules are enforced at the database level, so another customer cannot read your records.

Administrators of this platform do not have casual access to your raw transactions. Support processes are designed to work from metadata and your explicit permission.

We make no claim to hold any specific security certification. We describe only the controls actually in place.

You can delete an individual uploaded file, delete an analysis run and its results, or delete your entire account from Account settings.

You can request an export of the data held in your account.

You can change notification preferences at any time. We do not send marketing email without consent.

For any privacy question or data request, contact the support address published on this site.