????️ FinanceGenie Privacy Policy
Your privacy is our priority. This policy explains how we collect, use, and protect your personal data.
???? Data We Collect
Personal Information:- Name, email address, phone number
- Business information (company name, type)
- Account preferences and settings
- Extracted information from uploaded documents (amounts, dates, descriptions)
- Transaction history and categorizations
- Generated reports and analytics
???? AI Processing Details
IMPORTANT: Your documents are temporarily processed by third-party AI services:
Services Used:
• Claude (Anthropic) - Document analysis
• OpenAI GPT - Text extraction
• Google Cloud AI - OCR processing
Processing Flow:
1. Upload → Secure temporary storage
2. Analysis → Encrypted transmission to AI services
3. Extraction → Results returned to our system
4. DELETION → Original files removed from all systems
Services Used:
• Claude (Anthropic) - Document analysis
• OpenAI GPT - Text extraction
• Google Cloud AI - OCR processing
Processing Flow:
1. Upload → Secure temporary storage
2. Analysis → Encrypted transmission to AI services
3. Extraction → Results returned to our system
4. DELETION → Original files removed from all systems
⏰ Data Retention
| Data Type | Retention Period |
| Original Documents | IMMEDIATELY DELETED |
| Financial Data | 7 years (tax requirements) |
| Account Data | Until account deletion |
???? Security Measures
Technical: SSL/TLS encryption, secure servers, regular updates
Organizational: Staff training, access controls, security audits
???? Data Sharing
We NEVER:
❌ Sell your personal data
❌ Share for marketing purposes
❌ Provide to unauthorized third parties
❌ Sell your personal data
❌ Share for marketing purposes
❌ Provide to unauthorized third parties
Limited sharing only for:
✅ Legal obligations (court orders)
✅ Security threats
✅ Accountant-client communication (authorized users only)
✅ Legal obligations (court orders)
✅ Security threats
✅ Accountant-client communication (authorized users only)
⚖️ Your Rights
Under GDPR, you have the right to:
• Access your data
• Correct inaccurate information
• Delete your data (right to be forgotten)
• Object to processing
• Data portability
???? Contact Us:
Privacy questions: privacy@financegenie.app
General support: support@financegenie.app
Privacy questions: privacy@financegenie.app
General support: support@financegenie.app