FiscalInsights

Privacy Policy

Last updated: February 6, 2026

At FiscalInsights ("we," "our," or "us"), we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered financial operations platform.

1. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide, including:

  • Name and email address
  • Business name and address
  • Phone number
  • Payment information (processed securely via Stripe)
  • Account credentials

Financial Information

To provide our services, we may collect:

  • Bank account information (via secure Plaid integration)
  • Transaction history
  • Invoice and expense data
  • Financial reports and statements

Automatically Collected Information

When you use our platform, we automatically collect:

  • Device and browser information
  • IP address and location data
  • Usage patterns and feature interactions
  • Cookies and similar tracking technologies

2. How We Use Your Information

We use your information to:

  • Provide and improve our AI-powered financial services
  • Process transactions and send invoices
  • Generate financial reports and insights
  • Train and improve our AI models (using anonymized, aggregated data only)
  • Send service updates and marketing communications (with your consent)
  • Respond to customer support inquiries
  • Comply with legal obligations

3. Data Security

We implement industry-leading security measures to protect your data:

  • Encryption: 256-bit AES encryption for all data at rest and in transit
  • SOC 2 Type II: We maintain SOC 2 compliance for security, availability, and confidentiality
  • Bank-Level Security: Our infrastructure meets or exceeds banking security standards
  • Regular Audits: Third-party security audits conducted annually
  • Access Controls: Strict role-based access controls and multi-factor authentication

4. Data Sharing

We do not sell your personal information. We may share data with:

  • Service Providers: Trusted partners who assist in operating our platform (e.g., Stripe for payments, Plaid for bank connections)
  • Legal Requirements: When required by law or to protect our rights
  • Business Transfers: In connection with a merger, acquisition, or sale of assets

5. Your Rights

You have the right to:

  • Access: Request a copy of your personal data
  • Correction: Update inaccurate information
  • Deletion: Request deletion of your data (subject to legal requirements)
  • Portability: Export your data in a machine-readable format
  • Opt-out: Unsubscribe from marketing communications

6. Data Retention

We retain your data for as long as your account is active or as needed to provide services. Financial records may be retained for up to 7 years to comply with tax and legal requirements. You may request deletion of your account and data at any time.

7. Cookies

We use cookies and similar technologies to improve your experience. You can control cookie preferences through your browser settings. Essential cookies required for platform functionality cannot be disabled.

8. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

9. International Data Transfers

Your data may be transferred to and processed in the United States. We ensure appropriate safeguards are in place for international transfers in compliance with applicable laws.

10. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes via email or through our platform. Continued use after changes constitutes acceptance.

11. Contact Us

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

  • Email: privacy@fiscalinsights.com
  • Address: FiscalInsights Inc., 548 Market Street, Suite 35000, San Francisco, CA 94104