Privacy Policy

1. Introduction

Welcome to TreoCast. We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our application and tell you about your privacy rights and how the law protects you.

2. Data We Collect

We collect and process the following types of data:

• Account Information: Name, email address, and authentication credentials when you create an account
• Financial Data: Bank account information, transaction data, and cash flow forecasts that you upload or enter, and accounting data such as your chart of accounts, invoices, and bills when you connect services like Plaid or QuickBooks Online
• Usage Data: Information about how you use our application, including features accessed and actions taken
• Technical Data: IP address, browser type, device information, and cookies

3. How We Use Your Data

We use your personal data for the following purposes:

• To provide and maintain our cash flow forecasting services
• To process and analyze your financial transactions
• To generate forecasts and insights based on your data
• To communicate with you about your account and our services
• To improve our application and develop new features
• To ensure the security and integrity of our services

4. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized or unlawful processing, accidental loss, destruction, or damage. Your financial data is encrypted both in transit and at rest.

5. Data Sharing

We do not sell your personal data. We may share your data with:

• Service providers who assist us in operating our application (e.g., hosting, analytics)
• Professional advisers including lawyers, auditors, and insurers
• Regulators and other authorities who require reporting of processing activities

6. Data Retention

We will retain your personal data only for as long as necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal, accounting, or reporting requirements.

7. Your Rights

You have the right to:

• Request access to your personal data
• Request correction of your personal data
• Request erasure of your personal data
• Object to processing of your personal data
• Request restriction of processing your personal data
• Request transfer of your personal data
• Withdraw consent at any time

8. Cookies

We use cookies and similar tracking technologies to track activity on our application and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

9. Third-Party Services

We offer authentication through third-party services (Google). When you use these services, you are also subject to their respective privacy policies.

When you connect a service such as Plaid or QuickBooks Online, we access and store the data that service makes available in order to provide our features. Access tokens for connected services are encrypted at rest. If you disconnect QuickBooks Online, we revoke our access tokens, and you may choose to delete the data we imported from it.

10. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us through our support channels or at the email address provided in your account settings.