Privacy Policy

Effective Date: January 6, 2025

1. Introduction

Relogue AI ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial analysis service.

2. Information We Collect

2.1 Information You Provide

  • Account Information: Name, email address, and password when you register
  • Financial Data: P&L statements, balance sheets, and other financial documents you upload
  • QuickBooks Data: Financial reports accessed through QuickBooks integration
  • Usage Data: Queries, analysis requests, and interactions with the AI

2.2 Information Collected Automatically

  • Log Data: IP address, browser type, operating system, and access times
  • Device Information: Hardware model, operating system version
  • Cookies: Session cookies to maintain your login state

3. How We Use Your Information

We use your information to:

  • Provide and maintain our financial analysis service
  • Process and analyze your financial data to generate insights
  • Authenticate your QuickBooks connection
  • Respond to your requests and support inquiries
  • Improve our AI models and service quality
  • Comply with legal obligations

4. AI Processing and OpenAI

Your financial data is processed using OpenAI's GPT models. When you use our service:

  • Your financial data is sent to OpenAI's API for analysis
  • OpenAI processes this data according to their privacy policy
  • We do not store conversation history beyond your current session
  • OpenAI does not train their models on data sent through their API

5. Data Storage and Security

We implement appropriate security measures including:

  • Encryption of data in transit using HTTPS
  • Secure storage of QuickBooks authentication tokens
  • Regular security updates and monitoring
  • Limited access to personal information by authorized personnel only

6. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information. We may share your information only in these circumstances:

  • With OpenAI: To process your financial analysis requests
  • With QuickBooks: To authenticate and access your financial data
  • Legal Requirements: If required by law or valid legal process
  • Protection of Rights: To protect our rights, property, or safety
  • Business Transfers: In connection with a merger or acquisition

7. Data Retention

We retain your information for as long as necessary to provide our services:

  • Account Data: Retained until you delete your account
  • Uploaded Files: Stored temporarily and deleted after processing
  • QuickBooks Tokens: Retained while integration is active
  • Analysis Results: Available during your session

8. Your Rights and Choices

You have the right to:

  • Access your personal information
  • Correct inaccurate data
  • Request deletion of your data
  • Disconnect QuickBooks integration at any time
  • Export your data
  • Opt-out of marketing communications

9. QuickBooks Integration Privacy

When you connect QuickBooks:

  • We only access the financial reports you authorize
  • We do not modify any data in your QuickBooks account
  • Authentication tokens are encrypted and stored securely
  • You can revoke access through QuickBooks or our platform

10. Children's Privacy

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

11. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place for such transfers.

12. California Privacy Rights

California residents have additional rights under the CCPA, including:

  • Right to know what personal information is collected
  • Right to delete personal information
  • Right to opt-out of the sale of personal information (we do not sell your data)
  • Right to non-discrimination

13. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes via email or through the Service. Your continued use constitutes acceptance of the updated policy.

14. Contact Us

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

Email: [email protected]

15. Cookie Policy

We use essential cookies to:

  • Maintain your session when logged in
  • Remember your preferences
  • Ensure security features function properly

You can control cookies through your browser settings, but disabling them may limit functionality.

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