Privacy Policy

1) Information we collect

• Contact details (such as name, work email, and company details you submit).
• Account and profile information for platform access.
• Billing and subscription details, where applicable (for example through Stripe).
• Business and financial data you choose to connect through integrations such as Plaid or QuickBooks.
• Technical data such as IP address, browser type, device information, and basic diagnostic logs.

2) How we use information

• Provide and operate the platform, including analytics, reporting, and forecasting features.
• Maintain integrations and data sync functionality.
• Authenticate users, secure accounts, and prevent abuse.
• Communicate product updates, support responses, and important service notices.
• Improve product performance and user experience.

3) Third-party providers and integrations

Preconfin may rely on service providers and integrations (for example Stripe, Plaid, QuickBooks, hosting providers, and infrastructure partners) to deliver core platform functionality. Your use of connected accounts may also be subject to the terms and privacy policies of those third parties.

4) International users and data transfers

Preconfin serves users in multiple regions, including the US, EU/EEA, Switzerland, and APAC. Data may be transferred to and processed in countries other than where you are located, including the United States. Where required, we use practical safeguards designed for cross-border transfers.

5) Data sharing

• We do not sell personal data.
• We share data with service providers that process data on our behalf.
• We may disclose data when required by law, regulation, or valid legal process.
• We may share data in connection with a merger, acquisition, financing, or asset sale.

6) Security

We use administrative, technical, and organizational safeguards designed to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7) Retention

We retain information for as long as reasonably needed to provide services, maintain records, resolve disputes, enforce agreements, and comply with legal obligations.

8) Your rights and choices

Depending on your location, you may have rights to request access, correction, deletion, portability, or restriction of certain processing. To submit a request, contact us at privacy@preconfin.com.

9) Changes to this policy

We may update this policy periodically. We will post the updated date on this page and, when appropriate, provide additional notice.

10) Contact

For privacy or data rights questions, contact privacy@preconfin.com. If this mailbox is not yet monitored, use info@preconfin.com and include "Privacy Request" in the subject line.