Privacy Policy

Last Revised: March 2025

At BUDY AI (“BUDY AI”, “we”, “our”, “us”), your privacy is our priority, and we are committed to safeguarding your personal information. This Privacy Policy (“Policy”) outlines how we collect, use, store, and protect your data when you interact with the BUDY AI platform (“Platform”).

  1. WHAT INFORMATION DO WE COLLECT. We collect the following information so that we can provide you with our service:

    1. Information You Give Us. From general visitors to the Platform, we do not collect personal information (see “Automatically Collected information here below). For our registered users, we collect your full name, postal address, email address, phone number, username, location, as well as other information you directly give us on our Platform, add to your profile or that you send to us (including, but not limited to, information sent to us when you connect and/or interact with the Platform through other third-party services or platforms).

    2. Information We Get from Others. We may get information about you from other sources, for example, if you use our services they may link certain information to your user Account on the Platform. We may collect various types of data to enable the Platform’s functionality. This includes user invoices from QuickBooks, email communications (such as reminders sent to customers), access keys for QuickBooks and connected email accounts, and general usage analytics (like login timestamps and feature interactions).

    3. Information Automatically Collected. We automatically collect data about your interactions with the Platform, including session activity, mouse movements, clicks, scrolls, and other user inputs. This may involve detailed session recordings to analyze user behavior and optimize the functionality and experience of the Platform. Tools such as Hotjar or similar analytics services may be utilized for this purpose. Note: While we aim to anonymize this data where possible, some recordings may include information that can indirectly identify users.

    4. Cookies. We may log information using “cookies”. Cookies are small data files stored on your device. We may use both session Cookies (which expire once you close your web browser) and persistent Cookies (which stay on your device until you delete them) to provide you with a more personal and interactive experience on our Platform. You can remove or block cookies from the Platform through your browser settings. You can also block cookies on most mobile devices under “settings”. Please note that if you remove or reject our cookies, it could affect how our Platform works for you and/or prevent you from being able to access/use certain features. This Privacy Policy does not cover the use of cookies by third.

  2. USE OF PERSONAL INFORMATION. We use your personal information to provide you with the services on our Platform and to improve your experience on our platform. Additionally, we may use your information to:

    • Facilitate email communication, display invoice information and payment statuses, support collection processes (payment reminders), improve the functionality and user experience of the Platform, and enhance financial forecasting and cash flow management.
    • Analyze user activity, improve usability, and enhance overall performance based on detailed analytics, including session recordings.
    • Gain user Behavior Insights: To understand how users interact with various features and ensure continuous improvements to the Platform’s design and functionality.
    • Operate, maintain and improve our Platform;
    • Send you information including confirmations, invoices, updates, security alerts, and support and administrative messages;
    • Respond to comments and/or questions and to assist you with any technical support (establish and set up your account, verify or re-issue a password), log your activity and contact you;
    • Protect, investigate and deter against fraudulent, unauthorized or illegal activity;
    • Provide and deliver products and services that you may request;
    • Protect you and/or other users and prevent any use of the Platform which is unlawful or against these Terms.
    • Resolve disputes and troubleshoot problems, and
    • Send you marketing emails if you agreed to these when signing up. You may ask to be unsubscribed at any time.

  3. SHARING OF PERSONAL INFORMATION. We may share personal information as follows:

    • When you provide your consent.
    • When we do a business deal, or negotiate a business deal, involving the sale or transfer of all or a part of our business or assets.
    • For legal, protection, and safety purposes, for example: to comply with laws or lawful requests/processes, to protect the rights and property of the Company, its agents, customers, and others, and in emergencies.
    • With third party service providers in order to provide you with specific services and/or features. For example, if we use a third party payment application.
    • We may also share general aggregated and/or anonymized data with others for their own uses. This information does not identify you personally.

  4. PROTECTION OF INFORMATION. Your personal information is protected in several ways. For example, access to your account and personal information is available only through a password and unique username/user ID selected by you. Additionally, your personal information is stored on secured servers of third party service providers that only selected personnel have access to. Your personal information is securely stored using platforms such as Heroku Database, AWS S3, and Google Cloud Secrets Manager to ensure data security and accessibility.

  5. VIEWING AND UPDATING YOUR USER CONTENT. You may review or update your personal information by sending a request to us via email at admin@budyai.co. Deleting personal information or canceling your account must also be requested via email, and we will process your request within a reasonable time frame. Once you request deletion or account cancellation, we will delete your personal information, except for information required to resolve outstanding issues, comply with legal obligations, or protect against fraud. In such cases, specific information may be retained for up to seven years. Note that our Platform does not currently support an option to delete your information via an automated feature or button.

  6. USER RESPONSIBILITIES AND RESTRICTIONS. Users are required to utilize the Platform responsibly and lawfully. They must avoid sending spam or unrelated emails, ensure that all collection attempts are valid and justifiable, and refrain from engaging in any unlawful activities, such as demanding payments for illegal transactions. Users are prohibited from sharing account credentials with unauthorized individuals, using automated tools or bots to manipulate Platform features, or participating in activities that violate local or international laws. By adhering to these guidelines, users contribute to maintaining the integrity and proper functionality of the Platform.