Privacy Policy

1. Information We Collect

Financial Data

When you connect BetterFinanceView to your QuickBooks Online account, we access and store:

• Company information and chart of accounts
• Customer and vendor data
• Invoice and bill information
• Payment records and transaction history
• Cash flow data for analysis and forecasting

Account Information

We collect information you provide when creating your account:

• Name and email address
• Authentication credentials for third-party integrations
• Account preferences and settings

Usage Data

We automatically collect information about how you use our service:

• Log data including IP address, browser type, and access times
• Feature usage and interaction patterns
• Error logs and performance metrics

2. How We Use Your Information

We use the information we collect to:

• Provide cash flow analysis and financial forecasting services
• Synchronize and update your financial data from QuickBooks Online
• Generate dashboards, reports, and insights about your business finances
• Maintain and improve our service performance and reliability
• Communicate with you about your account and service updates
• Detect and prevent security threats or fraudulent activity

3. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your consent: When you explicitly authorize us to share information
• Service providers: With trusted third-party services that help us operate our platform (e.g., hosting, analytics)
• Legal requirements: When required by law, regulation, or legal process
• Business transfers: In connection with a merger, acquisition, or sale of assets
• Protection of rights: To protect our rights, property, or safety, or that of our users

4. Data Security

We implement industry-standard security measures to protect your financial data:

• Encryption of data in transit and at rest
• Secure OAuth 2.0 authentication with QuickBooks Online
• Regular security audits and monitoring
• Access controls and employee security training
• Secure data centers with physical and network security

However, no method of transmission over the Internet is 100% secure. While we strive to protect your information, 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 services. We may retain certain information for longer periods as required by law or for legitimate business purposes such as fraud prevention and service improvement.

6. Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal and business requirements)
• Data portability: Request a copy of your data in a structured, machine-readable format
• Withdrawal of consent: Disconnect third-party integrations at any time

To exercise these rights, please contact us at [email protected].

7. Third-Party Integrations

BetterFinanceView integrates with QuickBooks Online and potentially other financial services. These third-party services have their own privacy policies and terms of service. We encourage you to review their privacy practices. We are not responsible for the privacy practices of these third-party services.

8. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure that such transfers comply with applicable data protection laws and implement appropriate safeguards to protect your information.

9. Children's Privacy

Our service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of the service after such changes constitutes acceptance of the updated policy.

11. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Email: [email protected]
Website: https://betterfinanceview.com