Privacy Policy

Last Updated: January 2026

1. Data Sovereignty

At AutoMatch Books AI, we believe your financial data is yours alone. We use read-only access to your QuickBooks Online account to mirror transactions locally for AI analysis. We never modify your original bank records without your explicit "Approval" action.

2. AI Processing

Transaction data is processed using Google Gemini 3 Flash. Data sent to the AI is stripped of sensitive personally identifiable information (PII) where possible. Google does not use data submitted to Gemini via the API to train their global models for other users.

3. Security

We utilize bank-grade encryption (AES-256) for all data at rest and TLS 1.3 for data in transit. Your QuickBooks credentials are never stored on our servers; we use secure OAuth 2.0 tokens managed by Intuit.

4. Cookies

We use essential cookies to maintain your session and security via Clerk. We do not use third-party tracking or advertising cookies.

5. Google API Services Compliance

AutoMatch Books AI's use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements. We do not use Google user data for developing, improving, or training generalized/non-personalized AI and/or ML models.

6. Intuit Data Compliance

We strictly adhere to the Intuit Developer Terms. We do not sell, rent, or trade your QuickBooks Online data to any third parties. Your financial data is used solely for the purpose of categorizing transactions within your account.

7. Data Retention & Deletion

We retain your data only as long as your account is active. Upon subscription cancellation or explicit request, all synced financial data is permanently deleted from our servers within 30 days. You may request immediate data deletion by contacting support.

8. Third-Party Sharing

We share data only with essential service providers necessary to operate the service:

  • Clerk: For authentication and user management.
  • Stripe: For payment processing (we do not store credit card details).
  • Google Gemini: For AI processing (anonymized data snippets only).
  • Neon/AWS: for encrypted database hosting.

9. Contact

Questions about your privacy? Reach support@automatchbooksai.com.