Privacy Policy

1. Introduction & scope

This Privacy Policy explains how [Company legal name] ("FinSight360", "we", "us" or "our") collects, uses, discloses and safeguards information when you visit finsight360.ai, contact us, or use the FinSight360 service (the "Service"). It applies to information we process as a controller in connection with our website and marketing activities, and describes the limited circumstances in which we act as a processor for data you connect from your own accounting systems.

By using the Service or submitting information to us, you acknowledge the practices described in this policy. If you do not agree, please do not use the Service.

2. Information we collect

We collect the following categories of information:

• Account information, name, work email, company, role, and authentication details you provide when you create or manage a FinSight360 account.
• Data you connect from your accounting systems, when you link an accounting platform (for example, QuickBooks, Xero, NetSuite or Sage Intacct), we access financial and entity data such as ledgers, transactions, charts of accounts and reports, on your instruction and only to provide the Service.
• Contact-form data, when you submit our contact form, we collect your name, email, company, phone, message, and the plan you are interested in.
• Usage & analytics data, technical information such as device and browser type, pages viewed, approximate location, and interactions with the Service, collected to operate, secure and improve the site.

3. How we use information

We use the information we collect to:

• Provide, operate and maintain the Service, including account setup and accounting-system connections;
• Generate consolidated reporting, forecasting and AI-driven insights from the data you connect;
• Respond to your contact requests, demo bookings and support inquiries;
• Understand usage and improve the performance, features and reliability of the product;
• Detect, prevent and address security issues, fraud or abuse, and comply with legal obligations.

4. Contact-form data

Information you submit through our contact form is used solely to respond to your inquiry, arrange a demo, or follow up about the plan you expressed interest in. Submissions are delivered to our team by email so we can reply to you. We do not sell contact-form data, and we do not use it for unrelated advertising.

5. Cookies & similar technologies

We use a small number of cookies and similar technologies:

• Essential, required for the site and Service to function, such as maintaining your session and security.
• Preference, to remember your choices. For example, your dark-mode setting is stored locally in your browser via localStorage and is not transmitted to us.

You can control or clear cookies and local storage through your browser settings. Disabling some technologies may affect how the site works.

6. Third parties & processors

We rely on a limited set of trusted service providers who process information on our behalf and under our instructions, including:

• An email-delivery provider, used to route contact-form submissions and transactional messages to our team and to you;
• Accounting-system connectors and integration providers, used to securely link the platforms you choose to connect;
• Hosting, infrastructure and analytics providers that support the operation and security of the Service.

These providers are bound by contractual obligations to protect your information and to use it only for the purposes we specify.

7. Data retention

We retain information for as long as needed to provide the Service, maintain your account, comply with our legal obligations, resolve disputes and enforce our agreements. Contact-form messages are kept only as long as necessary to handle your inquiry and our related records. When information is no longer required, we delete or anonymize it.

8. Your rights under GDPR

If you are in the European Economic Area, the United Kingdom or another region with similar laws, you may have the following rights regarding your personal data:

• Access, request a copy of the personal data we hold about you;
• Rectification, ask us to correct inaccurate or incomplete data;
• Erasure, ask us to delete your personal data in certain circumstances;
• Portability, receive your data in a structured, machine-readable format;
• Objection, object to certain processing, including direct marketing;
• Restriction, ask us to limit how we process your data.

To exercise any of these rights, contact us at info@finsight360.ai. We will respond within the timeframes required by applicable law. You also have the right to lodge a complaint with your local data protection authority in [jurisdiction].

9. International transfers

We and our service providers may process information in countries other than where you live. Where personal data is transferred across borders, we put appropriate safeguards in place, such as standard contractual clauses or other lawful transfer mechanisms, to protect your information in accordance with applicable law.

10. Security

We take a security-first approach to protecting your data. Safeguards include role-based access control (RBAC) to limit who can view or act on data, an audit trail of significant activity, encryption in transit, and built-in GDPR controls to support data-subject requests. No method of transmission or storage is completely secure, but we work continuously to protect your information and maintain the integrity of the Service.

11. Children's privacy

The Service is intended for businesses and is not directed to children. We do not knowingly collect personal data from anyone under the age of 16. If you believe a child has provided us with personal data, please contact us and we will take appropriate steps to delete it.

12. Changes to this policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last updated" date above and, where appropriate, provide additional notice. We encourage you to review this page periodically.

13. Contact us

If you have questions about this Privacy Policy or how we handle your information, please contact us at info@finsight360.ai, or write to [Company legal name], [registered address], [jurisdiction].