Privacy Policy

Bank Statement Review & Disclosure Assistant

Effective Date: January 14, 2026

1. Information We Collect

  • Account details (email, password)
  • Uploaded bank statements (PDFs) for processing
  • Notes added within the app

2. How We Use Information

  • To provide and maintain the service
  • To allow secure access to your cases
  • To generate exports (PDF/CSV) for your use

3. Data Security

  • All data is stored in Supabase (PostgreSQL) with row-level security
  • Files and transactions are private; only you can access your cases
  • Data is encrypted in transit and at rest

4. Sharing of Information

  • We do not sell, rent, or share your data
  • May disclose data only as required by law

5. Retention

We retain your data until you delete your account or the data is no longer needed for case review

6. Your Rights