Privacy Policy

Information We Collect

FlowBooks collects information you provide directly and information collected automatically when you use the service. The categories below describe the types of information we may handle.

• •Account information — your name, email address, password (stored in hashed form), and authentication details you provide when you register or sign in.
• •Business and workspace information — the workspace and business profile details you create, such as your business name and workspace settings.
• •Uploaded documents — financial documents you upload, such as bank statements, credit card statements, receipts, invoices, bills, payroll documents, and tax documents.
• •Financial information contained in uploaded documents — data that appears in or is extracted from the documents you upload, including transaction amounts, dates, vendors, and descriptions.
• •Transaction information — transactions you create, import, review, categorize, or approve within a workspace.
• •Usage and device information — information about how you use FlowBooks, such as login times, features used, and basic device and browser information.
• •Information you voluntarily provide — messages, support requests, feedback, or other content you choose to share with us.
• •Information collected automatically — session and authentication data and local storage entries needed to keep you signed in and remember your preferences.

How We Use Your Information

We use your information to provide, operate, and improve FlowBooks. Specifically, we may use your information to:

• •Provide and operate the FlowBooks service, including your workspace, documents, transactions, reports, and account.
• •Process uploaded documents, including extracting transaction data and assisting with organization.
• •Provide AI-assisted features that help you understand your documents, transactions, and bookkeeping workflows.
• •Provide customer support and respond to your questions, support requests, and feedback.
• •Help maintain security and prevent fraud, abuse, and unauthorized access.
• •Manage billing and subscriptions, including trials, renewals, and payment processing through our payment processor.
• •Improve, maintain, and develop the service and its features.
• •Comply with legal obligations and enforce our Terms of Service.

How We Store and Protect Information

Your information is stored with the service infrastructure that hosts FlowBooks. We apply measures intended to protect your information appropriate to the nature of the data, including access controls and workspace isolation. However, no system or method of storage is completely secure, and we cannot guarantee absolute security. We do not store your full payment card details — card information is handled by our payment processor.

When Information May Be Shared

We may share your information in limited circumstances, including:

• •Service providers — we use third-party providers to help operate FlowBooks, such as cloud hosting, payment processing, and AI-assisted document processing. These providers process information on our behalf only to deliver the service and are subject to confidentiality obligations.
• •Payment processing — payment details are handled by our payment processor. FlowBooks does not collect or store your full card number.
• •AI and processing services — to provide AI-assisted features such as document extraction and categorization, certain information may be processed by our AI service providers as needed to deliver the feature.
• •Legal disclosures — when required by law, court order, or to protect our rights, safety, or the safety of others.
• •Business transfers — in connection with a merger, acquisition, reorganization, or sale of all or part of our business, information may be transferred, subject to the protections described in this policy.

Data Retention

We retain your information for as long as your account is active and as needed to provide the service. When you close your account or request deletion, we will remove or anonymize your information within a reasonable period, except where we are required to retain certain records to comply with legal obligations or for legitimate business purposes such as fraud prevention and dispute resolution.

Account Deletion

You can request deletion of your account and associated information. You can also export your data before deletion where the service supports it. To request account deletion, contact us through the support options available in the application. We will process such requests in accordance with applicable law.

Your Rights and Privacy Requests

Depending on where you live, you may have rights regarding your personal information. These rights may vary by jurisdiction. Where applicable, you may be able to:

• •Access or receive a copy of your personal information.
• •Correct inaccurate or incomplete information.
• •Delete your personal information, subject to certain exceptions.
• •Export your data in a usable format where the service supports it.
• •Object to or restrict certain processing of your information.
• •Withdraw consent where we rely on consent.

Children’s Privacy

FlowBooks is not intended for use by children. We do not knowingly collect information from children. If you believe a child has provided us with personal information, please contact us and we will take steps to delete it.

International Users

FlowBooks may be used from different regions. If you access the service from outside the region where the service is hosted, your information may be transferred to and processed in that hosting region. By using FlowBooks, you consent to such transfers where applicable. Your rights may vary depending on your jurisdiction.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make significant changes, we will notify you through the application or by other means where appropriate. The “Last updated” date above reflects when the policy was last revised. Your continued use of FlowBooks after changes take effect constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, you can contact us through the Contact page or the in-app support options. [Additional privacy contact details — such as a designated privacy email or legal entity name — to be provided by FlowBooks.]