Privacy Policy

1. Two kinds of data

Account and contact data is what you give us when you sign up, contact sales or use the product: names, work email addresses, company name, role, industry, team size, GSTIN if provided, and the software you use today.

Business data is what your company enters or imports into the ERP: customers, suppliers, items, prices, quotes, orders, stock, production records, invoices, ledgers, bank entries and GST data. Your company owns its business data. We process it only to provide the service to you.

2. How we use account and contact data

• To create your company, send login credentials and set up your trial or subscription.
• To reply to enquiries, schedule walkthroughs and help with data migration.
• To send service messages such as billing notices, security alerts and changes to these terms.
• To understand which parts of the website and product are used, so we can improve them.

We do not send marketing email unless you have asked for it, and every marketing email has an unsubscribe link.

3. How we use business data

• To store, process and display it to the users your company authorises.
• To generate documents and filings you request, such as e-invoices, e-way bills and GST return data, through the relevant government systems.
• To let the AI Business Copilot answer questions and draft suggestions for your users, using only your company's data.
• To provide support when you ask us to look at a specific record or problem.

4. AI and your data

• The Copilot answers only from your company's own data and follows each user's role permissions.
• Your business data is never used to train models for other customers.
• The Copilot does not post accounting entries, change prices or file returns. People approve every transaction.
• Questions asked and suggestions made are logged in your company's audit trail.

5. We never sell data

We do not sell, rent or trade account data or business data. We do not share it with advertisers.

6. Service providers

We use carefully chosen providers for hosting, email delivery, messaging (such as WhatsApp reminders you switch on) and payment processing. They process data only on our instructions and under confidentiality and security obligations. Government portals receive only the data needed for the filings you request.

7. Security

• Data is encrypted in transit and at rest.
• Access inside your company is controlled by roles you define.
• Every create, edit, approval and cancellation is logged with the user and time.
• Backups are taken daily and access by our staff is limited to support you have requested.

8. Retention and export

Business data is kept while your subscription is active. You can export your data at any time. If you close your account, you have 30 days to export, after which the data is deleted from active systems and removed from backups in the normal backup cycle, except where the law requires us to keep it longer.

If a trial is not converted, the trial company and its data are deleted 60 days after the trial ends.

9. Cookies

The website uses essential cookies to keep forms secure and to keep you signed in to the product. We do not use advertising cookies.

10. Your rights

You can ask to see, correct or delete the personal data we hold about you, or object to how it is used, by writing to us through the Help Desk page. Requests about business data should come from an administrator of your company account.

11. Changes

If we make material changes to this policy, we will notify account administrators by email before they take effect.