Privacy Policy

Effective date: May 28, 2026

This Privacy Policy explains how BotBoss ("BotBoss," "we," "us," or "our") collects, uses, stores, shares, and protects information when you use the BotBoss platform, website, and related applications and integrations (collectively, the "Service"), including our integration with Intuit QuickBooks.

By using the Service you agree to the practices described here. If you do not agree, do not use the Service.

1. Who we are

BotBoss provides an AI-assisted finance and operations platform that connects to the business systems you authorize — including accounting systems such as Intuit QuickBooks — and helps you and your team review, analyze, and act on that data.

Contact: legal@botboss.com

2. Information we collect

a. Information you provide

• Account and contact details (name, email, organization).
• Configuration and preferences you set in the Service.
• Content you submit, including messages, questions, and files.

b. Information from connected systems

When you connect a third-party system, you authorize BotBoss to access data from that system on your behalf via that provider's API. For Intuit QuickBooks, this may include: - Company and organization profile information. - Accounting data such as accounts, transactions, invoices, bills, payments, customers, vendors, items, and reports. - Other data fields exposed by the QuickBooks API and covered by the scopes you approve during authorization (OAuth).

We only request the access scopes needed to provide the features you use, and we access your QuickBooks data solely to provide and improve the Service for you.

c. Information collected automatically

• Usage and diagnostic data (log events, timestamps, feature usage).
• Device and connection metadata (IP address, browser type) used for security and reliability.

We do not knowingly collect data from anyone under the age of 18. The Service is intended for business use.

3. How we use information

We use information to: - Provide, operate, and maintain the Service. - Connect to and synchronize data from systems you authorize, including QuickBooks. - Generate analyses, summaries, answers, and recommendations you request. - Secure the Service, prevent abuse, and troubleshoot issues. - Communicate with you about your account and the Service. - Comply with legal obligations.

We do not sell your personal information or your QuickBooks data, and we do not use your QuickBooks data for advertising.

4. Artificial intelligence and third-party processing

The Service uses large language models (LLMs) and related AI technology to process your requests and produce analyses and responses. To do this, relevant content — which may include data retrieved from QuickBooks or other connected systems — is transmitted to and processed by trusted third-party AI providers (such as Anthropic) acting as our subprocessors under contractual data protection and confidentiality obligations.

These providers process the data only to return results to BotBoss and are contractually restricted from using your data to train their general-purpose models, except as permitted under their applicable terms and our configuration. We limit the data sent to what is reasonably needed to fulfill your request.

5. How we share information

We share information only as follows: - Service providers / subprocessors — infrastructure, hosting, and AI providers who process data on our behalf under confidentiality and data protection terms. - At your direction — with people, channels, or systems you choose to connect or share with. - Legal and safety — when required by law, regulation, legal process, or to protect the rights, property, or safety of BotBoss, our users, or others. - Business transfers — in connection with a merger, acquisition, or sale of assets, subject to this Policy.

We do not sell or rent your personal information to third parties.

6. Data storage and security

We store data on secure, access-controlled infrastructure and apply technical and organizational safeguards including encryption in transit, access controls, and audit logging. No method of transmission or storage is perfectly secure, but we work to protect your information using commercially reasonable measures appropriate to its sensitivity.

7. Data retention and deletion

We retain information for as long as your account is active or as needed to provide the Service, and thereafter as required to comply with legal obligations, resolve disputes, and enforce agreements.

You may: - Disconnect QuickBooks at any time from within the Service or from your Intuit account. Disconnection stops further data access. - Request deletion of your account and associated data by emailing legal@botboss.com. We will delete or de-identify your data within a reasonable period, except where retention is legally required.

8. Intuit QuickBooks data

Our access to and use of Intuit QuickBooks data complies with applicable Intuit developer terms and data-handling requirements. We access QuickBooks data only with your authorization, use it only to provide the Service to you, and do not disclose it to third parties except as described in this Policy (including subprocessors and as you direct). You can revoke our access at any time through Intuit.

9. Your rights

Depending on your jurisdiction, you may have rights to access, correct, export, or delete your personal information, and to object to or restrict certain processing. To exercise these rights, contact legal@botboss.com. We will respond consistent with applicable law.

10. International transfers

We may process and store information in countries other than where you are located. Where required, we use appropriate safeguards for cross-border transfers.

11. Changes to this Policy

We may update this Policy from time to time. We will post the updated version here and revise the "Effective date" above. Material changes will be communicated as required by law.

12. Contact us

Questions about this Privacy Policy or our data practices:

Email: legal@botboss.com