Privacy Policy

1. Overview

FinOrbit ("we", "our", or "us") provides financial analytics, reporting, and dashboard software for businesses. This Privacy Policy explains how we collect, use, and protect information when you use the FinOrbit platform and related services.

2. Information We Collect

We may collect the following types of information when you use FinOrbit:

• Account information such as email address and user identifiers
• Authentication information from identity providers
• Financial data retrieved from connected services such as QuickBooks Online
• Usage data such as interactions with dashboards and reports
• Technical information including browser type, IP address, and device data

3. QuickBooks Data Access

FinOrbit accesses accounting data from QuickBooks Online only after a user explicitly authorizes the connection. The data retrieved may include financial records such as accounts, invoices, expenses, and other accounting information necessary to generate dashboards, analytics, and reports within the FinOrbit platform.

4. Use of Accounting Data

FinOrbit uses QuickBooks data solely for the purpose of providing financial analytics, dashboards, and reporting features within the platform. FinOrbit does not sell, rent, or share accounting data with third parties for advertising or marketing purposes.

5. Third-Party Integrations

FinOrbit may connect to third-party platforms including accounting software providers such as QuickBooks Online. When you authorize these integrations, FinOrbit may retrieve financial and business information through secure APIs in order to generate dashboards, reports, and analytics.

We do not control the privacy practices of third-party services, and their use is governed by their respective privacy policies and terms.

6. How We Use Information

FinOrbit uses collected information to:

• Provide financial dashboards, reports, and analytics
• Maintain and improve the platform
• Authenticate users and secure accounts
• Operate integrations with accounting platforms
• Respond to support requests and service inquiries

7. Data Storage and Security

FinOrbit uses industry-standard security measures to protect customer data. Access tokens and credentials for third-party integrations are stored securely and used only to perform authorized API operations.

While we implement safeguards to protect data, no method of electronic storage or transmission can be guaranteed to be completely secure.

8. Data Sharing

FinOrbit does not sell customer data. We may share information only in the following circumstances:

• With service providers necessary to operate the platform
• When required to comply with legal obligations
• To protect the security and integrity of the service

9. Data Retention

We retain information only as long as necessary to provide the FinOrbit service and fulfill legal or operational obligations.

10. Disconnecting Integrations

Users may revoke FinOrbit's access to their QuickBooks Online data at any time by disconnecting the integration within the FinOrbit platform or through their Intuit account settings.

11. User Rights

Users may request access to or deletion of their personal information by contacting us. We will respond to reasonable requests in accordance with applicable laws.

12. No Financial or Legal Advice

FinOrbit does not provide accounting, tax, legal, or financial advisory services. Users are responsible for reviewing and validating any outputs before relying on them.

13. Changes to This Policy

FinOrbit may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

14. Contact

If you have questions about this Privacy Policy, you may contact us at info@finorbit.ai.