Privacy Policy

1. Overview

Keepmatic (“we”, “our”, or “the Service”) is committed to protecting your privacy. This policy explains what data we collect, how we use it, and your rights regarding that data.

2. Data We Collect

We collect only the data necessary to provide the Service:

• Account information — your email address and password (stored securely via Supabase Auth).
• Client data — the names and contact details of the accounting clients you manage within the app.
• QuickBooks data — bank transaction records and attachment metadata retrieved from QuickBooks Online via the Intuit API, used solely to generate missing-document reports.
• Uploaded documents — invoices and receipts you upload are stored in a private, encrypted Supabase Storage bucket.
• OAuth tokens — access and refresh tokens for QuickBooks Online, stored encrypted in our database and used only to act on your explicit instructions.

3. How We Use Your Data

• To reconcile bank transactions against supporting documents.
• To generate and send missing-document reminder emails on your behalf.
• To maintain a running tracker of missing and received invoices.
• To authenticate you and keep your session secure.

We do not sell your data, use it for advertising, or share it with third parties except as required to operate the Service (see section 4).

4. Third-Party Services

We use the following sub-processors to operate the Service:

• Supabase — database and file storage (US/EU regions)
• Vercel — application hosting
• Intuit (QuickBooks Online) — accounting data via OAuth
• Anthropic (Claude API) — AI extraction of invoice data
• Resend — transactional email delivery from noreply@keepmatic.com

5. Data Retention

Your data is retained for as long as your account is active. You may request deletion of your account and all associated data at any time by emailing support@keepmatic.com. We will action deletion requests within 30 days.

6. Security

All data is transmitted over HTTPS. Sensitive credentials (OAuth tokens) are encrypted at rest. Uploaded files are stored in a private bucket and never publicly accessible.

7. Your Rights

Depending on your location, you may have the right to access, correct, or delete your personal data. To exercise any of these rights, contact us at support@keepmatic.com.

8. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of significant changes by email or via a notice in the app.

9. Contact

Questions or concerns about your privacy? Email us at support@keepmatic.com.