Privacy Policy
Last updated: March 28, 2026
BetterFinanceView ("we," "our," or "us") is committed to protecting the privacy of accounting professionals and their clients. This Privacy Policy explains what data we collect, how we use it, and your rights.
1. Information We Collect
Account Information
When you register, we collect your name, email address, firm name, and timezone.
QuickBooks Data
When you connect a QuickBooks Online company, we retrieve financial data through Intuit's read-only API, including transaction records, chart of accounts, and summary reports. This data is used solely to run automated bookkeeping reviews and is never sold or shared with third parties.
Usage Information
We collect standard server logs (IP addresses, browser type, pages visited) and application usage data (which features you use, audit frequency) to operate and improve the Service.
Communications
If you contact us, we retain that communication to respond and to improve our support.
2. How We Use Your Information
- To provide, operate, and improve the Service
- To send digest emails and notifications you have opted into
- To generate reports and audit summaries on your behalf
- To respond to support requests
- To detect and prevent fraud or security incidents
- To comply with legal obligations
3. Data Storage and Security
Your data is stored on Supabase (PostgreSQL), hosted in the United States. QuickBooks OAuth tokens are encrypted at rest using AES-256-GCM before storage. We use row-level security policies to ensure firm data is strictly isolated — no user can access another firm's data. Access to production systems is limited to authorized personnel only.
4. Data Sharing
We do not sell your data. We share it only with:
- Intuit: As required for the QuickBooks OAuth integration (read-only).
- Anthropic: Transaction descriptions may be sent to Claude AI for categorization suggestions. No personally identifiable information beyond transaction descriptions is transmitted.
- Resend: Our email delivery provider, used to send digest reports.
- Supabase: Our database and authentication infrastructure provider.
- Vercel: Our application hosting provider.
- Law enforcement: Only when required by valid legal process.
5. Your Rights
You have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your account and associated data
- Export your data in a machine-readable format
- Opt out of non-essential email communications at any time
To exercise these rights, email support@betterfinanceview.com.
6. Retention
We retain your data for as long as your account is active. Upon account deletion, we remove your data within 30 days. Anonymized, aggregated analytics may be retained indefinitely.
7. Cookies
We use session cookies required for authentication. We do not use third-party advertising cookies. You can disable cookies in your browser, but this will prevent you from logging in.
8. Children's Privacy
The Service is not intended for individuals under 18. We do not knowingly collect data from minors.
9. International Transfers
Data is stored and processed in the United States. If you access the Service from outside the US, your data will be transferred to and processed in the US. By using the Service, you consent to this transfer.
10. Changes to This Policy
We will notify you by email before material changes to this policy take effect. Continued use of the Service constitutes acceptance.
11. Contact
Privacy questions: support@betterfinanceview.com.