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Privacy Policy for FinAutomation.com

Effective Date: 6/27/2025

Welcome to the website (the “Site”) of FinAutomation.com. (“FinAutomation.com,” “we,” “us,” or “our”). At FinAutomation.com, we provide a comprehensive financial services platform along with software and related services to our clients (collectively referred to as the “Service,” which includes the Site and any applicable mobile applications).

This Privacy Policy outlines how we collect, use, and share your Personal Data (as defined below) when you visit our Site or use our Services. We encourage you to read this policy thoroughly. If you have any questions or concerns, please feel free to contact us at the address provided below.

This Privacy Policy is part of our Terms of Service. Any capitalized terms not defined herein will have the meanings assigned to them in our Terms of Service.

PERSONAL DATA WE COLLECT

We gather information that can identify you as an individual (“Personal Data”) in the following ways:

Personal Data You Provide

When you engage with our Site or Services, we may collect Personal Data that you voluntarily provide. This may include:

  • Contact Information: Your name, email address, phone number, company affiliation, and job title.
  • Account Information: Details such as your account credentials, preferences, and service selections.
  • Payment Information: Necessary data to facilitate transactions, including credit card information and billing details. This information is processed by our payment service providers in compliance with their privacy policies; we do not retain credit card details.
  • Communications: Any messages or inquiries you send to us, including feedback or support requests.
  • Marketing Preferences: Your choices regarding receiving promotional communications from us and your engagement with our marketing efforts.

Personal Data From Third Parties

We may gather Personal Data from third-party sources, including:

  • Social Media: Our presence on platforms like Facebook, X, Instagram, LinkedIn, YouTube, Reddit, TikTok, Threads, Discord and any other social media outlets.   Interactions with our social media pages may yield Personal Data that you choose to share with us.
  • APIs: We may collect Personal Data through application programming interfaces (APIs) from third-party applications and services.
  • Other Sources: We may receive information from marketing partners, publicly available databases, and data providers to enhance the data we collect directly from you.

Personal Data Processed on Behalf of Customers

To deliver our Services, we may access relevant financial and accounting data from our Customers' systems. This may include Personal Data about their employees and clients, including names, contact details, and transaction histories. We process this information based on our agreements with our Customers and do not have a direct relationship with the individuals whose data we handle. If you wish to access, correct, or delete your Personal Data, please contact the Customer you are associated with.

Automatically Collected Personal Data

When you use our Services, we may automatically collect specific information regarding your interactions. This includes:

  • Log Data: Your IP address, browser type, access times, and pages viewed.
  • Cookies: We utilize cookies to enhance your user experience and gather usage data. For details, see the "Cookies and Other Trackers" section below.
  • Device Information: Information about the device you use, including type, operating system, and browser.
  • Usage Data: Information on how you engage with our Services, including content viewed, features used, and the duration of your activities.

COOKIES AND OTHER TRACKERS

We use cookies and similar technologies to operate our Site, analyze usage, and improve your experience. A cookie is a small data file sent to your browser by a website you visit.

  • Types of Cookies: We may use session cookies, which expire when you close your browser, and persistent cookies, which remain until a set expiration date.
  • Analytics: We use Google Analytics to help analyze how users interact with our Site. For more information on how Google handles your data, visit www.google.com/policies/privacy/partners/.
  • Tracking Technologies: Our Site may not respond to "Do Not Track" signals. If we make changes regarding this in the future, we will update this Privacy Policy accordingly.
  • Managing Cookies: You can manage cookie preferences through your browser settings or by using privacy-focused browser extensions. Please note that disabling cookies may impact your experience on our Site.

HOW WE USE PERSONAL DATA

We may utilize Personal Data for the following purposes:

  • To provide and manage the Service in accordance with our Terms of Service.
  • To respond to your inquiries and provide customer support.
  • To communicate important information about the Service, including updates to our policies.
  • To analyze user interactions with our Services for improvement purposes.
  • To enhance the functionality and content of our Services.
  • To develop and refine AI models that power various features within our Services.

·        Email Communications

·        Administrative Emails
As part of our services at FinAutomation.com, we may occasionally send you email and other communications related to your account. These communications include, but are not limited to, administrative notifications such as account updates, password resets, and service-related information. Please note that these emails are essential for the functioning of your account and the services we provide. Therefore, you may not be able to opt-out of receiving these administrative emails as long as you maintain an active account with us.

·        Marketing Emails
From time to time, we may send you marketing materials, newsletters, or other communications that promote our services or the services of third parties. If you prefer not to receive such marketing emails, you may opt-out by following the unsubscribe instructions provided at the bottom of each email. We respect your preferences and will ensure that your email address is removed from our marketing list upon your request.

·        Text Communications
In addition to email communications, we may also send you text messages related to your account or our services. These messages may include important notifications, updates, or promotional content. Standard messaging rates may apply, and you can opt-out of receiving text messages at any time by responding with the word "STOP" or by contacting us directly.

·        Phishing Attacks
At FinAutomation.com, we take your security seriously. We will never ask you via email or text message for your password, account information, or any sensitive personal information. If you receive any communication that appears to be a phishing attempt or requests confidential information, please report it to us immediately at info@finautomation.com

·        Your Consent
By providing us with your email address and/or mobile number, you consent to receive communications as outlined in this policy. If you have any questions or concerns regarding our email and text communications, please feel free to contact us.

 

 

 

CONTACT US

If you have any questions regarding this Privacy Policy or our data practices, please contact us at:

FinAutomation.com
121 Countryside Ct, #130
Southlake, TX 76092
Email: info@finautomation.com

Thank you for trusting FinAutomation.com with your data. We are committed to protecting your privacy and ensuring a secure experience.

 

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