Privacy Policy

This Privacy Policy describes how Report Flow ("we", "our", "us") collects, uses, and shares information about you when you use our website and Excel Add-in services. By using Report Flow, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

Account Information: When you create an account, we collect your name, email address, and company details.

Payment Information: Subscription payments are processed securely through Stripe. We do not store or have access to your full payment details (such as credit card numbers). Stripe’s use of your personal information is governed by their Privacy Policy.

Usage Data: We may collect information on how the Service is accessed and used, such as IP addresses, browser types, and interaction with the Add-in features.

2. QuickBooks Online Data & Permissions

Report Flow connects to your QuickBooks Online account via Intuit’s OAuth API. To provide our reporting services, we request access to read specific financial data.

• We only access data necessary to generate your requested reports.
• We do not store your QuickBooks credentials.
• We do not share or sell your financial data to third parties for marketing purposes.

3. How We Use Your Information

We use your information to provide and maintain the Service, notify you about changes, provide customer support, and monitor the usage of the Service to detect and prevent technical issues.

4. Data Sharing & Disclosure

Service Providers: We may employ third-party companies (e.g., Stripe, hosting providers) to facilitate our Service. These parties have access to your Personal Data only to perform these tasks on our behalf.

Legal Requirements: We may disclose your data if required by law or in response to valid requests by public authorities.

5. Data Security

The security of your data is important to us. We implement industry-standard encryption and security protocols. However, please remember that no method of transmission over the Internet is 100% secure.

6. Data Retention

We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy. You may request account deletion at any time by contacting us.

7. Your Privacy Rights

Depending on your location, you may have rights under data protection laws (such as GDPR or CCPA) to access, delete, or limit the use of your personal data. You can manage your account settings or reach out to us for assistance.

8. Contact Us

If you have questions about this Privacy Policy, please contact us at:
hello@reportflow.app