Last updated August 2026
What we collect
We collect the information you provide to create and operate your account, including your name, email, company details, and the financial records you choose to keep here.
How we use it
We use this information to provide the service, keep it secure, support your team, and communicate about your account. We don’t sell your financial records.
Bank connections
If you connect a bank account, our banking partner handles the connection. We protect the access details needed to sync activity and show you the data you choose to import.
Your choices
You can ask about the information associated with your account or request help exporting it by emailing [email protected].