Privacy Policy
Last updated: March 2025
What We Collect
We collect information necessary to provide financial health monitoring services. This includes account information — your name and email address — collected through Clerk, our authentication provider. When you connect QuickBooks Online, we access your financial data via OAuth, including revenue, expenses, cash balances, payroll, and related metrics. We also collect standard usage data such as page visits and feature interactions to improve the product.
How We Use Your Data
Your data is used solely to generate financial health scores, trend analyses, and AI-powered insights that are shared with the CPA firm that invited you to LedgerMind. We do not sell, rent, or share your data with advertisers or unaffiliated third parties. We do not use your financial data to train AI models outside of generating insights for your own account.
QuickBooks Data
LedgerMind connects to QuickBooks Online in read-only mode via OAuth 2.0. We never modify, delete, or write data to your QuickBooks account. The financial data retrieved is stored securely in our database and used exclusively to compute the health metrics displayed in your CPA’s dashboard. You may revoke this connection at any time through your QuickBooks account settings, which will immediately stop any further data retrieval.
Data Sharing
Your financial data is shared only with the CPA firm that invited you to the platform. No other businesses, individuals, or third-party services have access to your financial information. We do not engage in cross-client data sharing — your data is never visible to other SMB clients on the platform. We work with Supabase for database storage and Clerk for authentication; both operate under their own privacy policies and data processing agreements.
Security
All data is encrypted in transit using TLS. Financial data is stored in Supabase, a PostgreSQL-based platform with row-level security policies that enforce strict data isolation between accounts. Access to your data is restricted to authenticated users and the CPA firm linked to your account. We regularly review our security practices and infrastructure. For more detail, see our Security page.
Your Rights
You have the right to access, correct, or request deletion of your personal and financial data at any time. To exercise these rights, contact us at the email address below. We will respond to all requests within 30 days. Upon deletion, your data will be permanently removed from our systems, including all historical analyses and stored financial records.
Contact
For privacy-related inquiries, data requests, or concerns, please reach out to support@getledgermind.com.