Privacy Policy

1. Introduction

Finative ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

2. Information We Collect

We collect information you provide directly to us, including:

• Name, email address, phone number, and company name when you fill out a contact form or request a consultation
• Financial data and business information you share with us in the course of an engagement
• Communication records, including emails and messages exchanged during our services
• Payment and billing information processed through secure third-party payment providers

3. Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

• IP address, browser type, and operating system
• Pages visited, time spent on each page, and referring URLs
• Device information and general geographic location

We use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. You can manage cookie preferences through your browser settings.

4. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our accounting, FP&A, and fractional CFO services
• Respond to your inquiries and communicate with you about our services
• Send you relevant updates, industry insights, and service-related communications (you can opt out at any time)
• Analyze website usage to improve user experience and content
• Comply with legal obligations and protect our rights

5. How We Share Your Information

We do not sell your personal information. We may share your information with:

• Service providers who assist us in delivering our services (e.g., cloud hosting, accounting software, payment processors)
• Professional advisors, including legal counsel and auditors, as necessary
• Regulatory authorities when required by law or in response to valid legal process

6. Data Security

We implement industry-standard security measures to protect your personal information, including encryption, access controls, and secure data storage. While no method of transmission over the internet is completely secure, we take reasonable steps to safeguard your data against unauthorized access, alteration, or disclosure.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Financial records and engagement-related data may be retained for longer periods in accordance with applicable regulatory requirements.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete data
• Request deletion of your personal information, subject to legal retention requirements
• Opt out of marketing communications at any time

To exercise any of these rights, please contact us at hello@finative.com.

9. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party services you interact with.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at hello@finative.com.