Privacy Policy

Last updated: January 19, 2025

This Privacy Policy describes how CFO Dashboard ("we", "us", or "our") collects, uses, and protects information when you use our financial dashboard service.

1. Information We Collect

We collect the following types of information to provide our services:

• Financial Account Data: Bank account balances, transaction history, and account identifiers obtained through secure third-party financial data providers (Plaid).
• Business Data: Revenue data from connected e-commerce platforms (Shopify) and payment processors (Stripe).
• Authentication Credentials: Login credentials used to access the dashboard (stored securely, never in plain text).

2. How We Use Your Information

We use collected information solely for the following purposes:

• Displaying aggregated financial data and analytics in your dashboard
• Categorizing transactions for expense tracking and reporting
• Generating profit and loss summaries
• Storing data securely in our database for record-keeping

3. Data Storage and Security

• All data is transmitted over encrypted HTTPS connections
• Financial data provider credentials (API keys) are stored as encrypted environment variables
• We do not store raw bank credentials - authentication is handled by our financial data partners
• Dashboard access is protected by password authentication
• We use secure API connections for bank data

4. Third-Party Services

We integrate with the following third-party services to provide our functionality:

• Plaid - Bank account aggregation and transaction data
• Stripe - Payment processing data
• Shopify - E-commerce revenue data
• Railway - Cloud hosting and database

Each of these services has their own privacy policies governing their handling of your data.

5. Data Sharing

We do not sell, rent, or share your personal or financial information with third parties except:

• With the third-party services listed above, solely to provide the dashboard functionality
• If required by law or to protect our legal rights

6. Data Retention

Financial transaction data is retained for as long as necessary to provide the service. You may request deletion of your data at any time by contacting us.

7. Your Rights

You have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data
• Disconnect any linked financial accounts at any time

8. Changes to This Policy

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