Privacy Policy

Last updated: January 2025

1. Information We Collect

We collect information you provide directly, including:

  • Account information (name, email, phone number)
  • Business information (business name, industry, revenue range)
  • Financial data from connected accounting software (QuickBooks) or uploaded files
  • Communications with us

2. How We Use Your Information

We use collected information to:

  • Provide business insights and recommendations
  • Send weekly action texts and emails
  • Improve our services
  • Communicate with you about your account

3. Data Security

We implement industry-standard security measures to protect your data:

  • All data is encrypted in transit (HTTPS/TLS)
  • Sensitive tokens are encrypted at rest using AES-256
  • We do not store your accounting software passwords
  • Access to data is strictly limited to authorized personnel

4. Third-Party Integrations

When you connect accounting software (QuickBooks), we access your data through their official APIs using OAuth authentication. We only request read-only access to the data needed to provide our services.

5. Data Retention

We retain your financial summaries for as long as your account is active. We do not store raw transaction data indefinitely. only aggregated summaries. Upon account deletion, all associated data is permanently removed within 30 days.

6. SMS Communications

By providing your phone number and opting in, you consent to receive recurring automated text messages from Clevara at the phone number provided. These messages include weekly business insights, financial alerts, and action recommendations to help you run your business.

  • Message Frequency: Approximately 4-5 messages per month
  • Message & Data Rates: Standard message and data rates may apply depending on your mobile carrier and plan
  • Consent Not Required: Consent to receive text messages is not a condition of purchasing any goods or services
  • Opt-Out: You may opt out at any time by replying STOP to any message. You will receive a confirmation message and no further texts will be sent
  • Help: Reply HELP to any message for assistance or contact support@clevara.io
  • Carriers: Supported carriers include AT&T, Verizon, T-Mobile, Sprint, and most major US carriers. Carrier participation may vary

We will never share your phone number with third parties for marketing purposes. Your phone number is used solely for delivering Clevara's business intelligence service.

7. Your Rights

You have the right to:

  • Access your personal data
  • Correct inaccurate data
  • Delete your account and data
  • Disconnect third-party integrations at any time
  • Opt out of marketing communications

8. Children's Privacy

Clevara is not intended for use by individuals under 18 years of age. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes via email or through the Service.

10. Contact Us

Questions about this policy? Contact us at hello@clevara.io