Privacy
How we treat financial records and documents.
We store account data, workspace membership, financial records, and document metadata in a dedicated Supabase project. Documents are private. Soft-deleted records are retained for 30 days before purge unless a longer legal hold is required by the workspace owner.
Funnel analytics, when enabled, record event names and coarse counts only — not email addresses, document contents, or monetary amounts. Contact support to request an account export or deletion.