Privacy Policy

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, use our services, or contact us for support.

Personal Information

• Name and email address
• Account credentials
• Payment information (processed securely by our payment providers)
• Communication preferences

Financial Documents

• Bank statements and financial documents you upload
• Extracted transaction data
• Processing metadata and usage statistics

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services:

• Process and extract data from your financial documents
• Provide customer support and respond to your requests
• Send you technical notices and security alerts
• Improve our OCR technology and service accuracy
• Comply with legal obligations and prevent fraud

3. Data Security

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

• Encryption: All data is encrypted in transit using TLS 1.3 and at rest using AES-256
• Access Controls: Strict access controls and authentication requirements
• Monitoring: Continuous security monitoring and threat detection
• Compliance: SOC 2 Type II, GDPR, and PCI DSS compliance
• Auto-Deletion: Uploaded files are automatically deleted after processing

4. Data Retention

We retain your information only as long as necessary to provide our services:

• Uploaded Files: Automatically deleted within 24 hours of processing
• Extracted Data: Retained in your account until you delete it or close your account
• Account Information: Retained while your account is active
• Usage Logs: Retained for 90 days for security and service improvement

5. Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties, except:

• Service Providers: Trusted partners who assist in operating our service (under strict confidentiality agreements)
• Legal Requirements: When required by law or to protect our rights and safety
• Business Transfers: In connection with a merger, acquisition, or sale of assets (with notice to users)

6. Your Rights

You have the following rights regarding your personal information:

• Access: Request a copy of your personal information
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your personal information
• Portability: Export your data in a machine-readable format
• Objection: Object to certain processing of your information

To exercise these rights, please contact us at privacy@bankstatementwizard.com.

7. Cookies and Tracking

We use cookies and similar technologies to improve your experience:

• Essential Cookies: Required for basic functionality and security
• Analytics Cookies: Help us understand how you use our service
• Preference Cookies: Remember your settings and preferences

You can control cookies through your browser settings, though this may affect service functionality.

8. International Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place, including Standard Contractual Clauses approved by the European Commission for transfers outside the EEA.

9. Children's Privacy

Our service is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If you become aware that a child has provided us with personal information, please contact us immediately.

10. Changes to This Policy

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

11. Contact Us

If you have any questions about this Privacy Policy, please contact us: