Privacy Policy

Information We Collect

• Account information such as name, email address, firm name, and business identifiers
• Invoice documents and related metadata (for example, sender, subject, timestamps, and attachments) when you forward or upload invoices to the Service
• Extracted invoice fields (for example, vendor, totals, dates, tax, and line items) and workflow status (for example, approvals, posting attempts, and audit logs)
• Accounting data accessed through connected services such as QuickBooks Online (for example, vendors, chart of accounts, and bill identifiers) to enable bill creation and related workflows
• Usage data related to how you interact with the application (for example, page views and feature usage)

How We Use Information

We use the information we collect solely to provide, operate, and improve the Service, including invoice ingestion, bill creation, approvals, audit logging, troubleshooting, and support.

We do not sell, rent, or trade customer data.

Data Sharing

We share data only with service providers necessary to operate the platform (for example, cloud infrastructure, databases, and integration providers) and only to the extent required to deliver the Service. We may also share information if required by law.

Data Security

We implement reasonable administrative, technical, and organizational safeguards to protect data, including encryption in transit and at rest, access controls, and audit logging.

Data Retention

We retain customer data only for as long as necessary to provide the Service, meet contractual obligations, resolve disputes, enforce agreements, or comply with applicable legal requirements.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us using the details below, subject to legal and contractual requirements.

Contact

For questions about this Privacy Policy, contact us at:
support@plaincount.com