CFO integration privacy

Effective September 12, 2026. This notice applies to the private Round Smarter CFO integration operated by Round Smarter LLC.

Data and purpose

The integration retrieves authorized company information and accounting reports from QuickBooks, including transaction dates, amounts, accounts and descriptions. It uses these records for the company's financial reporting, reconciliation and owner-directed analysis. It does not collect QuickBooks passwords.

Access and storage

Credentials and reports are kept in restricted company-controlled storage. The production reader runs on an encrypted Mac. This public information site displays no financial records or credentials. QuickBooks API traffic uses HTTPS. Tailscale provides this site's HTTPS routing.

Use and sharing

Records are used for the original company's benefit. The owner may direct analysis through authorized AI services. The integration does not use QuickBooks records to train or fine-tune models, sell them, or use them for advertising. Service providers may process information to provide the authorized services, subject to their applicable terms.

Retention and control

The company retains exports for accounting and reconciliation. Its administrator controls access, retention and deletion of those copies. Disconnecting QuickBooks revokes future access but does not delete prior exports. Contact the administrator for access, correction, deletion or a privacy concern.

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