Privacy Policy

1. Information We Collect

We collect information you provide directly, including: name, email address, company information, and financial data you upload to the platform. We also automatically collect usage data, device information, and cookies.

2. How We Use Your Information

We use your information to:

• Provide, maintain, and improve the Service
• Process transactions and send related information
• Send technical notices, updates, and support messages
• Respond to your comments, questions, and requests
• Generate AI-powered financial insights and forecasts
• Monitor and analyze trends, usage, and activities

3. Data Storage and Security

Your data is stored securely using industry-standard encryption at rest and in transit. We implement workspace-level isolation to ensure your financial data is never accessible to other users. We maintain regular backups and disaster recovery procedures.

4. AI Processing

CASSAFLOW uses third-party AI providers (powered by Anthropic Claude) to generate financial insights and recommendations. Your data is processed within your workspace context and is not used to train AI models. AI-generated insights are based solely on your workspace data. We do not share your raw financial data with AI providers beyond what is necessary to process your specific requests.

5. Data Sharing

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

• Service providers who assist in operating the platform (hosting, payment processing)
• Payment processor (Paddle) for subscription billing
• Law enforcement when required by law

6. Data Retention

We retain your data for as long as your account is active. Upon account deletion, we remove your data within 30 days, except where retention is required by law or for legitimate business purposes.

7. Your Rights

Depending on your location, you may have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion of your data
• Export your data in a portable format
• Object to or restrict certain processing

8. Cookies

We use essential cookies for authentication and session management. Analytics cookies help us understand how users interact with the platform. You can manage cookie preferences through your browser settings.

9. International Transfers

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

10. Children's Privacy

CASSAFLOW is not intended for users under 18 years of age. We do not knowingly collect data from children.

11. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes via email or prominent notice on the platform.

12. Contact Us

For privacy-related questions or to exercise your rights, contact us: