Privacy Policy

Finance.AI ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial dashboard and AI advisory service.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the application.

Personal Information:

• Email address and name when you create an account
• Payment information processed through our payment provider (we do not store full card details)
• Profile information you choose to provide

Usage Information:

• Conversations with our AI financial advisor
• Financial data you enter into the dashboard (transactions, goals, investments)
• Device information and browser type
• IP address and general location data
• Usage patterns and feature interactions

We use the information we collect to:

• Provide, maintain, and improve our services
• Process your subscription and payments
• Personalize your experience and provide relevant insights
• Respond to your comments, questions, and customer service requests
• Send you technical notices, updates, and administrative messages
• Analyze usage patterns to improve our AI advisor and features
• Detect, prevent, and address technical issues and security threats
• Comply with legal obligations

We implement appropriate technical and organizational security measures to protect your personal information, including:

• Encryption of data in transit and at rest
• Secure authentication mechanisms
• Regular security assessments and updates
• Limited access to personal information by employees

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

We may share your information in the following situations:

• Service Providers: With third-party vendors who perform services on our behalf (e.g., payment processors, Supabase for data storage)
• Legal Requirements: If required by law or in response to valid legal requests
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you have given us permission to share your information

We do NOT sell your personal information to third parties for marketing purposes.

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Object to or restrict certain processing of your data
• Export your data in a portable format
• Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at privacy@finance-ai.com

We use cookies and similar tracking technologies to track activity on our service and hold certain information. Cookies are files with a small amount of data that may include an anonymous unique identifier.

We use cookies for:

• Authentication and session management
• Remembering your preferences
• Analytics and performance monitoring