Privacy Policy

1Information We Collect

We collect different types of personal information to provide and improve our services. To clarify how our services operate across our ecosystem, we distinguish between data collected universally (via Mobile Application and Web Platform) and data collected exclusively via our Web Platform.

A. Data Collected Across All Platforms

Mobile Application & Web Platform

• •Account Information: Your email address and credentials used to authenticate your identity and synchronize your account across devices.
• •Documents & Images: Receipts, invoices, contracts, and similar documents uploaded to our Web Platform, and images of documents captured via the Mobile Application.
• •Communication data
• •Usage data
• •Transaction data
• •Cookies and tracking technologies
• •Error logs and session recording

B. Data Collected Only via Web Platform

To protect your privacy and minimize mobile data usage, the following data types are not accessed, requested, or collected by our Mobile Application. They are collected solely when you use our Web Platform.

• •Bank Transaction Data: To the extent that users provide us with the necessary permissions, we collect bank transaction data to enable core functionalities of our services.
• •Tax and Accounting Data: To the extent that authorized tax advisory and/or accounting firm(s) provide us with this information, we collect tax and accounting data to facilitate seamless integration and reporting.

2How We Use Your Information

We use the collected data for the following purposes:

• •Providing Services: To deliver the core functionalities of our platform, including accounting support provided to the authorized tax advisory firm and communicating results back to the user.
• •Improving User Experience: To analyze usage patterns, troubleshoot issues, and enhance the overall performance and usability of our app.
• •Improving Algorithms: To refine and optimize the core services of our platform through the use of anonymized data.
• •Communication: To respond to inquiries, provide customer support, and send updates related to our services or your account.
• •Legal Compliance: To comply with legal obligations, such as tax and accounting requirements, and to ensure adherence to applicable regulations.

3Legal Basis for Processing Personal Data

We process your personal data based on the following legal grounds:

4Sharing Your Information

We do not sell or give away your personal data to third parties for their marketing purposes. Your data is shared only to the extent necessary for providing our services and with trusted third-party providers essential to our operations.

Our Trusted Partners

All third-party providers we work with are bound by strict confidentiality agreements and data protection standards to ensure your information remains secure and is used solely for the intended purposes.

5Data Retention

We retain your personal data only as long as necessary to fulfill the purposes described in this policy or as required by applicable law. Retention periods are determined based on the type of data and the purpose for its collection, ensuring that data is not kept longer than necessary. Once your data is no longer required, we securely delete or anonymize it in compliance with legal and regulatory requirements.

6Your Rights

Under the GDPR, you have the following rights regarding your personal data:

To exercise any of these rights, please contact us using the details provided in this policy. We will respond to your requests in accordance with applicable legal requirements.

7User Consent for Financial Data Processing

By using our services, you explicitly consent to your tax advisor (or accountant) uploading your GDPdU data and processing your bank transactions, uploaded documents (such as invoices, receipts, etc.), and the information extracted from these documents for accounting and tax advisory purposes. This consent is required to fulfill the contractual obligations of the services.

8Security

We use appropriate technical and organizational measures to protect your personal data from unauthorized access, misuse, or loss. These measures include encryption, access controls, regular security audits, and staff training to ensure the highest level of data protection. Despite these efforts, no security measures are entirely foolproof, and we cannot guarantee absolute security of your data.

9Cookies and Tracking Technologies

We use cookies and similar technologies to authenticate you in our app, improve user experience, and analyze platform performance. You can manage your cookie preferences through your browser settings.

10Data Breach Notification

In the event of a data breach, we will promptly inform affected account holders and the appropriate supervisory authorities in compliance with the GDPR.

11International Data Transfers

12Changes to This Policy

We may update this privacy policy from time to time. All changes will be posted on this page.

13Third-Party Links

Our system may include links or integrations with third-party services necessary for providing our services or enhancing the user experience (for example FinAPI). We ensure that any such third-party links or integrations comply with strict security standards and applicable privacy regulations to protect your data and maintain compliance.

14Contact Information

If you have any questions about this privacy policy or how we handle your personal data, please contact us: