Privacy Policy

1. Introduction

Numbase.io ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our AI-powered statement processing services and related features (collectively, the "Services").

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Services. We reserve the right to make changes to this Privacy Policy at any time and for any reason. You are encouraged to periodically review this Privacy Policy to stay informed of updates.

2. Information We Collect

Personal Information

We collect personal information that you voluntarily provide to us when you register for our Services, express interest in obtaining information about us or our Services, or otherwise contact us. The personal information we collect may include:

• Name (first and last name)
• Email address
• Company name and business information
• Account credentials and authentication information
• Profile preferences and settings
• Contact form submissions and support inquiries

Financial and Transaction Data

To provide our AI-powered statement processing services, we collect and temporarily process financial data from your uploaded documents, including but not limited to:

• Bank and credit card statement data
• Transaction details (dates, amounts, descriptions, categories)
• Account information contained within statements
• PDF documents you upload for processing
• Processed CSV output files
• Custom categorization rules and profiles you create

Subscription and Billing Information

When you subscribe to our paid services, we collect:

• Subscription plan details and preferences
• Payment information (processed securely through Stripe)
• Billing history and transaction records
• Usage metrics (pages processed, documents uploaded)
• Subscription status and renewal information

Usage and Analytics Data

We automatically collect information about how you use our Services to improve performance and user experience:

• Processing logs (processing time, success/failure rates, document counts)
• Feature usage patterns and preferences
• Error logs and technical diagnostics
• Performance metrics and system analytics
• Geographic location (for analytics and compliance)

Technical Information

When you access our Services, we automatically collect certain technical information:

• Device type, operating system, and browser information
• IP address and network information
• Browser language and preferences
• Referring website and navigation patterns
• Pages viewed and time spent on our platform
• Clickstream data and user interactions
• Cookies and similar tracking technologies

3. Data Storage and Retention

Temporary Data Storage

For security and privacy protection, we implement automatic data expiration:

• Uploaded PDF documents are automatically deleted after 24 hours
• Processed transaction data expires and is removed from our systems
• Temporary processing files are cleaned up regularly
• Session data and cached information have limited retention periods

Persistent Data Storage

Some data is retained for account management and service provision:

• Account information and user profiles
• Subscription and billing records
• Custom categorization rules and preferences
• Usage analytics and performance metrics
• Audit logs for security and compliance purposes

4. How We Use Your Information

We use the information we collect for various purposes, including but not limited to:

• Processing your financial documents using AI technology
• Providing, maintaining, and improving our Services
• Managing your account and subscription
• Processing payments and billing
• Responding to your inquiries and providing customer support
• Sending administrative information and security alerts
• Sending subscription-related communications including invoices, payment confirmations, failed payment notifications, subscription renewal reminders, and other important subscription updates
• Sending marketing communications (with your consent)
• Monitoring and analyzing usage patterns to improve our Services
• Detecting and preventing technical issues and security threats
• Protecting against unauthorized access and fraud
• Complying with legal obligations and regulatory requirements
• Training and improving our AI models for better accuracy
• Generating usage analytics and performance reports

5. Third-Party Services and Data Processing

Our Services utilize certain third-party services to provide functionality:

AI Processing Services

• We use OpenAI's API to process and extract data from your financial documents
• Your document data is transmitted to OpenAI's servers for AI processing
• OpenAI processes this data according to their privacy policy and data usage policies
• Please refer to OpenAI's Privacy Policy for their data handling practices

Payment Processing

• We use Stripe for secure payment processing
• Stripe handles all payment card information according to PCI DSS standards
• We do not store your payment card details on our servers
• Please refer to Stripe's Privacy Policy for their data practices

6. Disclosure of Your Information

We may share your information in the following circumstances:

• Service Providers: We share information with third-party vendors, service providers, contractors, or agents who perform services for us (such as AI processing, payment processing, and cloud hosting)
• Business Transfers: We may share or transfer your information in connection with a merger, sale, financing, or acquisition of all or part of our business
• Legal Requirements: We may disclose your information if required by law, court order, or in response to valid requests by public authorities
• Protection of Rights: We may disclose information to protect our rights, property, or safety, or that of our users or others
• With Your Consent: We may disclose your information for any other purpose with your explicit consent

7. Security of Your Information

We implement comprehensive security measures to protect your personal and financial information:

However, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against interception or misuse. While we strive to protect your information, we cannot guarantee absolute security.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience and analyze usage patterns:

• Essential cookies for authentication and security
• Functional cookies to remember your preferences
• Analytics cookies to understand how you use our Services
• Session management and user experience optimization

You can control cookies through your browser settings, but some features may not function properly without them.

8. Your Privacy Rights

• Right to access your personal information
• Right to request corrections
• Right to request deletion
• Right to opt-out of marketing
• Right to withdraw consent

To exercise these rights, please contact us using the information provided in the Contact section below.

10. California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act (CCPA), including:

• Right to know what personal information is collected and how it's used
• Right to delete personal information
• Right to opt-out of the sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising CCPA rights

Contact us for more information about these rights and how to exercise them.

11. International Users and Data Transfers

Our Services are operated from the United States. If you are accessing our Services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located and our central database is operated.

By using our Services, you consent to the transfer of your information to the United States and processing in accordance with this Privacy Policy.

12. Children's Privacy

Our Services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child under 18, please contact us immediately so we can delete such information.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

14. Contact Us

If you have any questions about this Privacy Policy, our data practices, or would like to exercise your privacy rights, please contact us at:

We will respond to your inquiry within a reasonable timeframe and in accordance with applicable law.