1. Introduction

This Privacy Policy applies to ReconWise, including the website located at info.reconwisetx.com, associated ReconWise services, and features through which users upload financial information or connect supported accounting systems.

ReconWise provides tools for comparing bank and credit-card activity with accounting records, including information obtained through an authorized QuickBooks Online connection. Because this process may involve business, financial, transaction, and account information, protecting the confidentiality and appropriate use of that information is important to us.

2. What Information We Collect

The information we process depends on how you interact with ReconWise and which features you choose to use.

Account and Contact Information

When you register, request a demonstration, contact us, or use ReconWise, we may receive information such as:

• Name;
• Email address;
• Telephone number, if provided;
• Company or organization name;
• Account and user profile information; and
• Communications you send to us.

Financial and Reconciliation Information

When you use ReconWise reconciliation features, you may provide financial and accounting information such as:

• Bank and credit-card transaction activity;
• Transaction dates, amounts, descriptions, and references;
• CSV and Excel transaction files;
• PDF bank or credit-card statements;
• Accounting records used for reconciliation; and
• Reconciliation results, exceptions, matches, and history.

QuickBooks Online Information

If you choose to connect ReconWise to QuickBooks Online, ReconWise may receive information that you authorize through the connection, such as company and account information and accounting transaction data needed to provide the reconciliation functionality you request.

Your use of QuickBooks Online is also subject to the applicable Intuit terms and privacy practices. ReconWise does not require you to provide your QuickBooks password directly to ReconWise when authorization is performed through Intuit's supported authorization process.

Website and Technical Information

When you visit or use the website, certain technical information may be collected automatically, including IP address, browser type, device information, operating system, referring pages, pages viewed, approximate timestamps, and interaction information. Cookies or similar technologies may also be used where applicable.

3. How We Use Your Information

We may use information for purposes reasonably related to providing and operating ReconWise, including to:

• Create and administer user accounts;
• Provide requested ReconWise functionality;
• Import and analyze financial transaction information;
• Compare bank or credit-card activity with accounting records;
• Identify matches, missing transactions, extra entries, and items requiring review;
• Maintain reconciliation results and history where the service provides those features;
• Authenticate and maintain authorized connections with supported third-party services such as QuickBooks Online;
• Respond to support questions and demonstration requests;
• Maintain, troubleshoot, and secure our systems;
• Understand how our website and services are used;
• Prevent fraud, abuse, unauthorized access, or misuse;
• Comply with applicable legal obligations; and
• Protect the rights, safety, and security of ReconWise, our users, and others.

Service Providers and Third Parties

Information may be disclosed to service providers that perform functions on our behalf, such as hosting, infrastructure, authentication, analytics, communications, security, or technical support, where reasonably necessary to provide those services.

Information may also be exchanged with third-party services that you intentionally connect to ReconWise, such as QuickBooks Online, as necessary to perform the integration you authorize.

We may disclose information when required by law, legal process, or a valid governmental request, or where reasonably necessary to protect legal rights, investigate fraud, or protect the security of our users and systems.

4. Your Rights

Depending on where you live and the laws that apply to your information, you may have rights concerning personal data that ReconWise maintains about you.

These rights may include the ability to:

• Confirm whether we are processing your personal data and access that data;
• Correct inaccurate personal data;
• Request deletion of personal data, subject to applicable exceptions;
• Obtain certain personal data in a portable and usable format;
• Opt out of certain processing where an applicable law provides that right; and
• Appeal certain decisions concerning a privacy-rights request, where required by applicable law.

Texas Residents

Where the Texas Data Privacy and Security Act applies, eligible Texas consumers may exercise the rights provided by that law, including applicable rights to access, correct, delete, obtain a portable copy of personal data, and opt out of certain processing.

We will not unlawfully discriminate against you for exercising an applicable privacy right.

Submitting a Request

To exercise an applicable privacy right, contact us using the information in Section 6. We may need to verify your identity before fulfilling a request. This helps prevent unauthorized persons from accessing or deleting information belonging to another individual.

If we decline a request and applicable law provides an appeal right, you may submit an appeal using the same privacy contact method and clearly identify your communication as a Privacy Request Appeal.

5. Data Security

Financial and accounting information requires careful handling. ReconWise uses administrative, technical, and organizational measures intended to protect information against unauthorized access, disclosure, alteration, loss, or destruction.

These measures may include access controls, authentication, secure communications, system monitoring, software maintenance, and other safeguards appropriate to the nature of the systems and information involved.

No Internet transmission, software platform, or storage system can be guaranteed to be completely secure. Users should also protect their account credentials, use appropriate passwords, restrict access to authorized personnel, and promptly notify us if they suspect unauthorized access.

Data Retention

We retain personal information and customer data for periods reasonably necessary to provide the service, maintain legitimate business and security records, meet contractual requirements, resolve disputes, and satisfy applicable legal obligations. Retention periods may vary depending on the type of information and the purpose for which it is processed.

Connected Services

If you disconnect an integrated third-party service, such as QuickBooks Online, that action may stop future retrieval of data from the connected service. Information previously obtained or generated through ReconWise may remain subject to applicable retention requirements and account-management processes.

Children's Privacy

ReconWise is a business and accounting service and is not directed to children under 13. We do not intend to knowingly collect personal information from children under 13 through the service.

6. Contact Information

Questions about this Privacy Policy, our handling of personal information, or a request to exercise an applicable privacy right may be directed to:

Please include enough information for us to understand your request, but do not send passwords or unnecessary financial account information by ordinary email.

7. Summary

ReconWise exists to make financial reconciliation more efficient. Providing that service may require processing business, transaction, accounting, and other information entrusted to the platform. We recognize the responsibility that comes with handling that information.

We aim to use information for clear and appropriate purposes, maintain reasonable safeguards, respect applicable privacy rights, and communicate our practices in understandable terms.

We may update this Privacy Policy when our services, integrations, legal obligations, or privacy practices change. When we make changes, we will update the effective date displayed at the top of this page and provide additional notice where required by applicable law.