Privacy Policy

We collect information that you provide directly to us when you create an account, use our services, or communicate with us. This includes:

• Account Information: Your name, email address, and password when you sign up for Cashflow OS.
• Payment Information: Billing details processed securely through our third-party payment providers. We do not store your full credit card information on our servers.
• Usage Data: Information about how you interact with our platform, including agent configurations, workflow history, and feature usage.
• Integration Data: When you connect third-party services (e.g., Gmail, Slack, Etsy), we access only the data necessary to perform the tasks you configure.
• Device & Log Data: IP address, browser type, operating system, referring URLs, and timestamps collected automatically when you visit our site.

We use the information we collect to:

• Provide, operate, and maintain the Cashflow OS platform and AI agent services.
• Process transactions and send related information, including purchase confirmations and invoices.
• Improve, personalize, and expand our services based on usage patterns and feedback.
• Communicate with you, including responding to support requests, sending updates, and providing marketing communications (with your consent).
• Monitor and analyze trends, usage, and activity to improve user experience.
• Detect, prevent, and address technical issues, fraud, or security concerns.

We do not sell your personal information. We may share data in the following limited circumstances:

• Service Providers: Third-party companies that assist us in providing our services (e.g., cloud hosting, payment processing, analytics). These providers are contractually bound to protect your data.
• Integrations: When you connect third-party services, data is shared with those services solely to execute your configured agent tasks.
• Legal Requirements: When required by law, subpoena, or legal process, or to protect the rights, safety, and property of Cashflow OS, our users, or the public.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your data may be transferred as part of the transaction.

We implement industry-standard security measures to protect your personal information, including:

• Encryption of data in transit (TLS/SSL) and at rest.
• Regular security audits and vulnerability assessments.
• Access controls limiting employee access to personal data on a need-to-know basis.
• Secure cloud infrastructure with SOC 2 Type II certified providers.

While we strive to protect your data, no method of transmission or storage is 100% secure. We cannot guarantee absolute security.

We use cookies and similar tracking technologies to enhance your experience:

• Essential Cookies: Required for core platform functionality such as authentication and security.
• Analytics Cookies: Help us understand how users interact with our platform to improve our services.
• Preference Cookies: Remember your settings and preferences for a personalized experience.

You can control cookie preferences through your browser settings. Disabling certain cookies may affect platform functionality.

Depending on your location, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you.
• Correction: Request that we correct any inaccurate or incomplete data.
• Deletion: Request that we delete your personal data, subject to legal obligations.
• Portability: Request a copy of your data in a structured, machine-readable format.
• Opt-out: Unsubscribe from marketing communications at any time.

To exercise any of these rights, please contact us at privacy@cashflowos.com.

We retain your personal information for as long as your account is active or as needed to provide you with our services. We may also retain data as required by applicable law, to resolve disputes, and to enforce our agreements.

When you delete your account, we will remove your personal data within 30 days, except where retention is required by law or for legitimate business purposes.

Cashflow OS is not intended for use by children under the age of 16. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child, we will take steps to delete it promptly.

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us: