Privacy Policy

We collect business contact information you provide when creating an account, including your name, business email address, company name, and role. When you connect your QuickBooks account, we receive accounting data such as customer records, invoices, payments, and aging reports necessary to provide our accounts receivable services.

We also collect usage data, including pages visited, features used, and email engagement events, to operate and improve the platform.

We use your information to deliver the Cleerd platform: surfacing overdue invoices, generating outreach drafts, sending email communications on your behalf, tracking recovery attribution, and providing customer support. We do not sell your data to third parties and we do not use customer financial data to train general-purpose AI models.

Customer data is stored in our managed backend infrastructure (Supabase) with encryption in transit (TLS) and at rest. Access is restricted by row-level security policies tied to your account. Internal access is limited to authorized personnel for support and operational purposes only.

Cleerd integrates with the following processors to provide service:

• Intuit QuickBooks — accounting data sync (OAuth, read/write).
• Resend — transactional and outreach email delivery.
• Supabase — database, authentication, and storage.

Each subprocessor is bound by its own terms and security commitments. We share only the data required for the integration to function.

You may request access to, correction of, or deletion of your personal data at any time by emailing us. You may disconnect the QuickBooks integration from the Settings page, which revokes our access token. Closing your account permanently deletes your workspace data within 30 days, subject to legal retention requirements.

Questions about this policy or about your data can be sent to hello@cleerd.ai.

We may update this Privacy Policy from time to time. Material changes will be announced via email to account administrators at least 14 days before taking effect. Continued use of the platform after the effective date constitutes acceptance of the revised policy.