Privacy Policy

Last Updated: April 14, 2025

Introduction

Welcome to Genie, an AI-powered accounting and bookkeeping application. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered bookkeeping service. We are committed to protecting your privacy and ensuring you understand how your data is handled.

Information We Collect

Personal Information

  • Account information: name, email address, phone number
  • Payment information: billing address and payment method details
  • User profile information

Financial Data

  • Transaction records and details
  • Banking information
  • Accounting data and financial records

Usage Data

  • App usage statistics
  • Feature interaction patterns
  • Device information (device type, operating system, IP address)

AI-Generated Content

  • Analyses and reports created by our AI features
  • Transaction categorizations
  • Financial insights and recommendations

How We Use Your Information

  • To provide and maintain our accounting and bookkeeping services
  • To process and record your financial transactions
  • To generate financial analyses and insights through our AI features
  • To communicate with you about your account and provide customer support
  • To improve our application's functionality and user experience
  • To detect and prevent fraudulent activity and enhance security

Data Storage and Processing

Your information is stored on MongoDB Atlas servers located in Northern Virginia, USA. Our backend processing servers are hosted on Akamai infrastructure in Atlanta, Georgia, USA. This means your data is stored and processed within the United States.

We implement appropriate technical and organizational measures to protect your personal information, including encryption, secure hosting, and regular security assessments. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

AI Technology and Data Processing

Genie uses AI technology powered by OpenAI to provide intelligent features. When you use our AI-powered features:

  • Text entered by you, including accounting data, may be processed through OpenAI's services
  • We do not send personal information to OpenAI, only the text content required for analysis
  • Financial and accounting data is processed while excluding personally identifiable information
  • Our service utilizes AI for various tasks. While we continually work to improve our AI systems, we cannot guarantee 100% accuracy. Users should use the AI-generated results with caution and are responsible for verifying important information

We strongly recommend that you avoid entering the following types of personally identifiable information when interacting with our AI features:

  • Social Security numbers or tax identification numbers
  • Full credit card numbers
  • Bank account details
  • Passwords or security credentials
  • Home addresses
  • Birth dates
  • Driver's license numbers
  • Passport information
  • Healthcare identification numbers
  • Names of minors or family members

Instead, use generic descriptions or partial information when discussing financial matters with our AI features. For example, refer to "my primary bank account" rather than providing the actual account number.

If an automated decision made by our AI affects financial reporting or bookkeeping results, users have the right to request human intervention and review.

Data Sharing and Disclosure

We may share your information with:

  • Third-party service providers who assist us in operating our application
  • Legal authorities when required by law or to protect our rights
  • Business partners in the event of a merger, acquisition, or business transfer

We do not sell your personal information to third parties.

Your Privacy Rights

Depending on your location, you may have rights to:

  • Access your personal information
  • Correct inaccurate data
  • Delete your data
  • Restrict or object to processing
  • Data portability
  • Withdraw consent

To exercise these rights, please contact us using the information provided at the end of this policy.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law or for legitimate business purposes.

Children's Privacy

Our services are not directed to children under 16. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

Email: finanalytics23@gmail.com

By using Genie, you agree to the terms outlined in this Privacy Policy.