How FinSnap handles your information.

1. Information We Collect

We collect information only to operate and improve the Services.

2. How We Use Information

We use collected information to:

• Process and analyze uploaded financial documents.
• Generate suggested matches, ledgers, and confidence indicators.
• Allow review, correction, and export of results.
• Maintain reliability, security, and performance.
• Respond to support inquiries.
• Improve product functionality and accuracy over time.

FinSnap does not sell user data.

3. Automated Processing and AI

FinSnap uses automated systems, including machine-learning models, to assist with document extraction and matching.

• Outputs are suggestions only.
• You remain responsible for review and final decisions.
• All results can be modified or overridden by the user.

Uploaded data is processed for your use within the Services. When required to deliver the Services, data may be processed by third-party AI service providers acting on FinSnap's instructions. Such data is not used to train shared or public models without explicit permission.

4. Data Sharing

FinSnap takes a minimal approach to data sharing.

We may share information only:

• This includes AI model providers used for document analysis and extraction, such as OpenAI, operating under contractual confidentiality and data-use restrictions.
• When required by law or valid legal process.

We do not share data for advertising purposes, resale, or business transfers. Your data remains yours to manage and export.

5. Data Retention

Data is retained only as long as reasonably necessary to provide the Services or as required for operational or legal reasons.

You may delete uploaded files or request account deletion. Some residual data may persist in backups or logs for a limited period.

6. Data Security

We use reasonable technical and organizational measures appropriate to the nature of the Services to protect information from unauthorized access or misuse.

No system is completely secure. We do not guarantee absolute security.

7. Your Rights (PIPEDA and GDPR)

Depending on your location, you may have rights under Canadian and European privacy laws, including:

• Access to personal data we hold about you.
• Correction of inaccurate information.
• Deletion of your account and associated data, subject to operational limits.
• Restriction or objection to certain processing.
• Data portability where applicable.

To exercise these rights, contact us using the details below. We may need to verify your identity before responding.

8. Legal Bases for Processing (GDPR)

For users in the European Economic Area, FinSnap processes personal data based on:

• Contractual necessity (to provide the Services).
• Legitimate interests (operating, securing, and improving the Services).
• Consent, where applicable.

9. International Data Processing

FinSnap operates from Canada. Information may be processed or stored in Canada, the United States, or other jurisdictions where service providers operate. By using the Services, you acknowledge that data protection laws in these locations may differ from those in your jurisdiction. Some automated processing, including AI-based document analysis, may occur in jurisdictions where our service providers operate, including the United States.

10. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted within the Services, and the "Last updated" date will reflect the current version.

11. Contact

For questions or requests related to privacy or data handling:

Email: support@finsnap.ai

Address: