Privacy Policy
Last updated: March 2026
1. What We Collect
When you create an account we collect your name, work email address, and organization name. When you connect QuickBooks Online, we store encrypted OAuth access and refresh tokens to make API calls on your behalf. We do not store your QuickBooks financial data permanently — it is fetched in real time and used only to answer your queries.
2. How We Use Your Data
We use your data solely to provide the CFO-Bot service: answering your questions about your QuickBooks data, creating or updating invoices and estimates at your explicit request, and sending documents you ask us to send. We do not sell your data, share it with third parties for marketing, or use it for advertising.
3. QuickBooks Integration
CFO-Bot connects to your QuickBooks Online account via the official Intuit OAuth 2.0 API. We request read and write access to your accounting data. Your OAuth tokens are stored encrypted on our servers and are never exposed to your browser or any third party. You can disconnect your QuickBooks integration at any time from the Settings page, which immediately revokes our access.
4. Gmail Integration
If you choose to connect Gmail for sending invoices by email, we request only the minimum scopes required to send email on your behalf. We do not read, store, or index your emails. You can disconnect Gmail at any time from the Settings page.
5. Data Security
All data is transmitted over HTTPS. OAuth tokens and passwords are stored encrypted. We follow industry-standard security practices to protect your information.
6. Data Retention
We retain your account data for as long as your account is active. If you delete your account, your personal data and OAuth tokens are removed within 30 days. Financial data fetched from QuickBooks is never stored permanently.
7. Contact
If you have questions about this privacy policy, contact us at nexgen.aiautomations@gmail.com.