Privacy Policy

1. Information We Collect

We collect information that you provide directly to us, including:

• Account information such as your name, email address, company name, and role when you register for an account
• Files and data that you upload to our platform for processing, including financial documents, spreadsheets, and transaction records
• Messages and communications you send through our platform, including chat interactions with our AI agents
• Usage data including login times, features accessed, and interaction patterns with our platform
• Device and browser information including IP address, browser type, and operating system

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our AI-powered financial automation services
• Process financial documents and data on your behalf according to your instructions
• Communicate with you about your account, updates to our services, and security notices
• Detect, prevent, and address fraud, security issues, and technical problems
• Comply with legal obligations and regulatory requirements applicable to financial data processing

3. Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

• With service providers who assist us in operating our platform, including cloud hosting providers and AI model services
• With your explicit consent or at your direction
• To comply with applicable law, legal process, or governmental requests
• To protect the rights, property, or safety of FinAdvantage AI, our users, or the public
• In connection with a merger, acquisition, or sale of assets, with notice provided to you

4. Data Security

We implement industry-standard security measures to protect your data, including encryption at rest using AES-256 for stored data and TLS 1.2+ for data in transit. Your financial data is stored in isolated tenant environments to prevent cross-tenant access. We maintain SOC 2 Type II compliance and conduct regular security audits.

While we strive to protect your information, no method of electronic storage or transmission over the internet is 100% secure. We cannot guarantee absolute security, but we are committed to maintaining appropriate technical and organizational measures.

5. Data Retention

We retain your personal information and uploaded financial data for as long as your account is active and for a period of up to 3 years after account closure, or as required to comply with legal obligations, resolve disputes, or enforce our agreements. You may request deletion of your data at any time by contacting us at privacy@finadvantage.online.

6. Your Rights Under CCPA

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA):

• Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you
• Right to Delete: You may request deletion of your personal information, subject to certain exceptions
• Right to Opt-Out: You may opt out of the sale of your personal information (we do not sell personal information)
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights

To exercise any of these rights, contact us at privacy@finadvantage.online. We will verify your identity before responding to your request.

7. Cookies and Tracking

We use cookies and similar tracking technologies to operate our platform and improve your experience. These include essential cookies required for authentication and security, analytics cookies to understand how users interact with our platform, and optional marketing cookies. For full details, see our Cookie Policy.

8. Children's Privacy

Our platform is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child under 18, please contact us immediately at privacy@finadvantage.online.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on this page with a revised "Last updated" date. Your continued use of our platform after such changes constitutes acceptance of the updated policy.

10. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at: