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Privacy Policy

Last updated: November 7, 2026

BetterFinanceView ("we," "our," or "us") is committed to protecting the privacy of accounting professionals and their clients. This Privacy Policy explains what data we collect, how we use it, and your rights.

1. Information We Collect

Account Information

When you register, we collect your name, email address, firm name, and timezone. Firms can also store logos and brand details, a postal address, signer details, a reply-to address, and notes on findings.

Billing Information

If your firm chooses a paid plan or buys the optional done-for-you setup, our payment provider, Stripe, collects your card or other payment details and billing address directly. We never see or store full card numbers. We keep your Stripe customer and subscription identifiers, your plan, billing period and subscription status, and which signup code or discount your firm used.

QuickBooks Online Data

When you connect a QuickBooks Online company, we retrieve financial data through Intuit OAuth using BetterFinanceView's read-only QBO client behavior. That includes transaction records (including invoices, sales receipts, and customer payments), the chart of accounts, company details, and summary reports. We use this data to run automated bookkeeping reviews and to produce the findings, reports, emails, and client updates that come from them. We never sell it, and we share it only as described in Section 4.

We do not keep a copy of your QuickBooks Online books. We keep the issues we find (such as the vendor or customer, amount, and date on a flagged transaction), summary figures for your reports, and a small record of each transaction's ID, type, and date so we can spot later changes.

We also store the name and email address of the Intuit account used to connect the company, so the firm can see which login each connection uses. This is shown only to the firm, never in anything sent to its clients.

QuickBooks Desktop

QuickBooks Desktop IIF uploads are not available yet, so we hold no Desktop files. We will update this policy before that feature launches.

Information About Your Clients and Prospects

Firms can add client contact names and email addresses so we can send monthly updates on their behalf. We keep those details, records of each email, and any opt-outs, so we can honor them. If a prospect connects QuickBooks through a firm's public check page, we handle that company's data as described above and share the results with that firm. We process client and prospect data, including their QuickBooks data, for the firm as its service provider, so clients and prospects should contact the firm about it first.

Usage Information

We collect standard server logs (IP addresses, browser type, pages visited) and application usage data (which features you use, audit frequency) to operate and improve the Service. We also record whether our emails, including client updates, were sent, opened, bounced, or marked as spam. For links in the Monday Briefing, we record the click, your browser type, and a one-way hash of your IP address.

Communications

If you contact us, we retain that communication to respond and to improve our support. When you send feedback through the app, we receive your message and any attachment, your IP address, the pages you were on, and browser and device details such as your language and screen size. Automatic error reports include the error, the page address, and your browser details.

2. How We Use Your Information

  • To provide, operate, and improve the Service
  • To send Monday Briefings and notifications you have opted into
  • To generate reports and audit summaries on your behalf
  • To respond to support requests
  • To detect and prevent fraud or security incidents
  • To comply with legal obligations

3. Data Storage and Security

Your data is stored in a PostgreSQL database and file storage on servers we operate in a data center in the United States. Connections between your browser and our network are encrypted. QuickBooks OAuth tokens are encrypted using AES-256-GCM before storage. Each firm's data is kept separate by database access rules and by checks in our server code. Access to production systems is limited to authorized personnel only. We back up our servers and keep each backup for up to 90 days.

4. Data Sharing

We do not sell your data or share it for advertising. We share it only as follows, and only as needed to run the Service:

  • Intuit: As required for the QuickBooks Online OAuth integration. BFV uses the authorized connection only for read operations.
  • Anthropic: We use Anthropic's Claude AI to suggest an account for certain flagged findings (miscategorized transactions and uncategorized transactions with a known vendor) or to explain a high-severity spending spike, we send the transaction's date, vendor name, and amount where the finding has them, the account it is currently coded to, for a miscategorized transaction the account that vendor is usually coded to and how many of its prior transactions were coded there or left uncategorized, for a spending spike the account's total spend and number of transactions in the audited period against its average monthly spend over the three months before that period, and, when suggesting an account, up to ten account names and codes from the client's chart of accounts. We do not send the client's name. We do not use your data to train AI models, and Anthropic's commercial terms do not allow it to train models on this data.
  • Resend: Our email delivery provider, used to send Monday Briefings, client updates, and notifications. Some of our emails load a font from Google, so your email app may contact Google when it displays them.
  • Cloudflare: Our network and security provider. Traffic between you and the Service passes through Cloudflare.
  • MSP360 and Wasabi: Our backup software and backup storage providers. They handle copies of our servers, which include your data.
  • Stripe: Our payment provider, used only if your firm chooses a paid plan or buys the optional done-for-you setup. We share your firm name, its primary email address, an internal firm ID and your plan; Stripe collects payment details itself. No QuickBooks data is shared with Stripe.
  • U.S. government statistics agencies: When we look up industry benchmarks for a prospect report, we may send an industry code to the Census Bureau, Bureau of Labor Statistics, or Bureau of Economic Analysis. We do not send company names or financial data.
  • People with a share link: When a firm shares a report or sends a client update, anyone with the link can view and download that report without signing in until the link expires, normally after 90 days, or the firm revokes it. We record how often it is viewed.
  • Law enforcement: Only when required by valid legal process.

5. Your Rights

You have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your account and associated data
  • Export your data in a machine-readable format
  • Opt out of non-essential email communications at any time

To exercise these rights, email [email protected].

6. Retention

We keep your firm's data, including client and prospect data, until the firm or that record is deleted. Moving to the Free plan does not delete it. Firm owners can delete their firm from Settings. Deletion is immediate and permanent: firm data, stored reports, uploaded logos, share links, and memberships are removed, and QuickBooks is disconnected on a best-effort basis. Any file removal or QuickBooks disconnection failures are reported. Personal login accounts remain so members can create or join another firm, until you ask us to delete yours. We keep a short deletion record, with firm and user IDs, a hash of the firm name, and the storage locations cleaned up. Deleted data cannot be removed from existing backups, so copies remain there until those backups expire, within 90 days. Deleting a firm cancels its paid plan first; invoices and payment records stay with Stripe for as long as tax and accounting law requires. Anonymized, aggregated analytics may be retained indefinitely.

7. Cookies

We use cookies required for signing in and for securing QuickBooks connections. We do not use advertising or third-party analytics cookies. You can disable cookies in your browser, but this will prevent you from logging in. We do not respond to browser Do Not Track signals, and we do not allow third parties to track you across other websites through the Service.

8. Children's Privacy

The Service is not intended for individuals under 18. We do not knowingly collect data from minors.

9. International Transfers

Our servers are in the United States. If you access the Service from outside the US, your data will be transferred to and processed in the US. Our providers may also handle data in other countries; for example, Cloudflare carries traffic across its global network. By using the Service, you consent to these transfers.

10. Changes to This Policy

We will notify you by email before material changes to this policy take effect. Continued use of the Service constitutes acceptance.

11. Contact

Privacy questions: [email protected].