Privacy Policy

This Privacy Policy explains how Reportly AI (“Reportly”, “we”, “us”) collects, uses, shares, and protects your personal information when you visit our website or use our services. By using Reportly, you agree to the practices described in this policy.

We collect the following categories of information:

• Information you provide — your name, email address, company name, and any message you send when you join the waitlist or contact us.
• Financial data via integrations — if you connect an accounting system such as QuickBooks, we process the financial data you authorize, solely to provide budgeting, forecasting, and reporting features.
• Usage and device data — pages visited, actions taken, approximate location, IP address, browser, and similar technical information.
• Cookies and similar technologies — as described in the Cookies section below.

We use your information to:

• provide, operate, and improve the service;
• connect and synchronize the integrations you authorize;
• respond to your inquiries and provide support;
• send service messages and, with your consent, product updates and marketing;
• maintain security, prevent fraud, and protect our users;
• comply with our legal obligations.

Where the GDPR applies, we process personal data on the basis of: performance of a contract with you; our legitimate interests in operating and improving the service; your consent (which you may withdraw at any time); and compliance with legal obligations.

We share information only as needed:

• Service providers (hosting, analytics, email delivery) acting on our behalf under confidentiality obligations;
• Integrations you authorize, such as QuickBooks, to provide the features you request;
• Legal and safety reasons, where required by law or to protect rights and safety;
• Business transfers, in connection with a merger, acquisition, or sale of assets.

We do not sell your personal information.

We retain personal information only for as long as necessary to provide the service and for the purposes described in this policy, or as required by law. You may request deletion of your information at any time, subject to legal retention requirements.

We use technical and organizational measures to protect your information, including encryption in transit and at rest, access controls, and regular security reviews. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We are based in the United States and may process your information in the US and other countries. Where required, we use appropriate safeguards (such as standard contractual clauses) to protect information transferred across borders.

Depending on your location, you may have the right to access, correct, delete, port, or restrict the use of your personal information, and to object to certain processing or withdraw consent. California residents have additional rights under the CCPA, including the right to know and the right to opt out of sale (note: we do not sell personal information). To exercise any right, contact us using the details below.

We use essential cookies to run the site, and analytics and preference cookies to understand usage and remember your choices. You can manage cookies through your browser settings; disabling some cookies may affect functionality.

Our service integrates with and links to third-party services that have their own privacy policies. We are not responsible for the privacy practices of those third parties, and we encourage you to review their policies.

Reportly is not directed to children under 16, and we do not knowingly collect personal information from them. If you believe a child has provided us information, please contact us and we will delete it.

We may update this Privacy Policy from time to time. We will post the updated version with a new “Last updated” date, and for material changes we will provide additional notice where required.

If you have questions about this Privacy Policy or how we handle your information, contact us at info@reportlyai.com, or by mail at Reportly AI, 3 Germay Drive, Suite 1218, Wilmington, DE 19804, US.