Privacy Policy

Last updated: October 24, 2026

This is a plain-language summary while our full legal policy is finalized. It describes how we intend to handle your data.

1. What we collect

Your email and account information handled through Firebase Authentication; business finance data you choose to upload; information from any optional integration you authorize; and usage analytics to improve the Service.

2. Read-only connection posture

The first customer release is planned around uploaded CSV or QuickBooks exports, not a direct bank connection. Planned integrations are intended to be read-only. MiniCFO does not move money, make payments, or place trades. Any future action capability will require explicit, per-action owner approval.

3. How we use your information

To generate your CFO briefings, cash-flow forecasts, expense and revenue insights, tax-prep organization, and to answer your plain-English questions — and to operate and improve the Service.

4. We do not sell your data

We do not sell, rent, or trade your personal or business financial data. We may use anonymized, aggregated data to improve the Service.

5. AI processing

MiniCFO uses AI models to summarize and analyze your connected data. Outputs are informational and may contain mistakes — review them with a qualified professional before making major decisions.

6. Storage & security

Data is stored on Google Cloud Platform with encryption in transit and at rest. The previous optional Gmail flow received token information in your browser and saved it to the associated Firebase user record. New Gmail connections are paused while we review token handling and access rules. Gmail is not part of the first customer release.

7. Data deletion

You may request account and data deletion at any time by contacting us. We will confirm what data is associated with your account and the deletion process and timing for your request.

8. Contact

For privacy questions or data requests, contact us at support@minicfo.ai.

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