Privacy Policy
Last Updated: May 22, 2025
1. Introduction
AI Bookkeeper ("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 visit our website and use our bookkeeping services and related features (collectively, the "Services").
Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Services. We reserve the right to make changes to this Privacy Policy at any time and for any reason. You are encouraged to periodically review this Privacy Policy to stay informed of updates.
2. Information We Collect
Personal Information
We may collect personal information that you voluntarily provide to us when you register for our Services, express interest in obtaining information about us or our Services, or otherwise contact us. The personal information we collect may include:
- Name
- Email address
- Phone number
- Mailing address
- Billing information
- Business information
- Account credentials
Financial Information
To provide our bookkeeping services, we may collect and process financial data including:
- Transaction details
- Account information
- Income and expense data
- Tax-related information
- Financial statements
Automatically Collected Information
When you access our Services, we may automatically collect certain information about your device and usage of the Services, including:
- Device type, operating system, and browser type
- IP address
- Browser language
- Referring website
- Pages viewed and time spent on those pages
- Clickstream data
- Cookies and similar tracking technologies
3. How We Use Your Information
We may use the information we collect for various purposes, including:
- Providing, maintaining, and improving our Services
- Processing your transactions and managing your account
- Responding to your inquiries and fulfilling your requests
- Sending administrative information and security alerts
- Sending subscription-related communications including but not limited to invoices, payment confirmations, failed payment notifications, subscription renewal reminders, and other important subscription updates
- Sending marketing communications (with your consent)
- Monitoring and analyzing trends and usage
- Detecting and preventing technical issues
- Protecting against unauthorized access
- Complying with legal obligations
- Using AI to improve our bookkeeping accuracy
4. Disclosure of Your Information
- Service Providers: We may share your information with third-party vendors, service providers, contractors, or agents who perform services for us.
- Business Transfers: We may share or transfer your information in connection with a merger, sale, financing, or acquisition.
- Legal Requirements: We may disclose your information if required by law or in response to valid requests by public authorities.
- With Your Consent: We may disclose your information for any other purpose with your consent.
5. Third-Party Services
Our Services utilize certain third-party services to provide functionality:
- We use the OpenAI API to process bank statement data
- Your data is transmitted to OpenAI's servers for processing
- Please refer to OpenAI's Privacy Policy for their data handling practices
6. Security of Your Information
We use administrative, technical, and physical security measures to protect your personal information. However, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against interception or misuse.
7. Cookies and Tracking
We use cookies and similar tracking technologies to improve your experience. You can control cookies through your browser settings, but some features may not function properly without them.
8. Your Privacy Rights
- Right to access your personal information
- Right to request corrections
- Right to request deletion
- Right to opt-out of marketing
- Right to withdraw consent
9. California Privacy Rights
California residents have additional rights under the California Consumer Privacy Act (CCPA). Contact us for more information about these rights.
10. Children's Privacy
Our Services are not intended for individuals under 18. We do not knowingly collect information from children under 18. Contact us if you believe we have collected such information.
11. Contact Us
For questions about this Privacy Policy, please contact us at:
AI Bookkeeper
Email: support@aibookkeeper.com