Privacy Policy

1. Information We Collect

When you use Agentic Bookkeeping, we collect information that you provide to us directly, such as when you create an account, connect your financial institutions, or communicate with us. This may include:

• Contact information (e.g., name, email address)
• Financial data via connected institutions
• Usage data and interaction metrics

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services. Our AI agents process your financial data exclusively for the purpose of autonomous bookkeeping and financial categorization.

3. Data Security & Precision

We prioritize the security of your financial data. Agentic Bookkeeping employs strict, read-only access to your financial institutions via secure APIs. We do not sell your personal or financial data to third parties.

4. Your Rights

You have the right to access, update, or delete your personal information at any time. You can disconnect your financial institutions and revoke our access directly from your dashboard.

5. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at privacy@agenticbookkeeping.com.