We sell software,
not your data.
Effectiveness
Jan 19, 2026
The Promise
Your business data belongs to you. We access it strictly to automate your workflows, never to sell it.
1. Our Operations Pledge
The modern internet is filled with legalese. We want to be different. Whether you are a consultant, agency, or accountant, here is our straightforward pledge to you:
2. Who touches your data?
We rely on specialized infrastructure partners to provide secure bank connections and payments. We do not run our own banking infrastructure.
Plaid
DATA AGGREGATION
Securely connects to your bank. They see transaction data to pass it to us. We never see your bank password.
Read Plaid's Privacy Policy →Stripe
PAYMENTS
Processes your subscription. They store your credit card details in a PCI-compliant vault. We only see the last 4 digits.
Read Stripe's Privacy Policy →The Essentials
Encryption
Data is encrypted at rest using AES-256 (the banking standard) and in transit via TLS 1.3. Our database is isolated in a private network, inaccessible from the public internet.
Cookies
We use cookies only for essential app functions (logging you in) and anonymous aggregate analytics (to see if people like our new features). No creepy third-party ad trackers.
Retention
We keep your data while you are a customer. If you cancel, we hold it for 30 days in case you change your mind, then we delete it. You can request instant deletion by emailing us.
You are in control.
Whether you are in California (CCPA), Europe (GDPR), or anywhere else, we extend the same high-standard data rights to all our users.
Questions? Email privacy@octigent.com