Last Updated: August 27, 2024

Acuitist by Atlantic Trade Advisors, LLC (Acuitist) ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services, including the Capital Advisory tools.

Our use of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Information We Collect

When you use our tools, you grant us access to information from your Google or Intuit account. We may collect the following:

User Information: We collect your basic profile information, such as your name and email address, to personalize your experience and communicate with you.
Google Drive Files: Our applications request per-file access permission. This grants access only to the specific files that you explicitly select and open with our application. We do not have access to any other files in your Google Drive.
QuickBooks Data: We access your QuickBooks Online financial data only after you explicitly authorize the connection.

How We Use Your Information

The primary purpose of accessing your data is to provide you with our services. Specifically, we use the information to:

Analyze Financial Data: We use the content of the documents you select or the data from your QuickBooks account to perform financial analysis and generate reports.
Improve Our Services: We may use anonymized and aggregated data to improve the quality and accuracy of our AI models and services. We will never use your specific financial data for this purpose without your explicit consent.

Data Security and Our Secure AI Architecture

We are committed to the highest level of data security. All financial data, whether from Google Drive or QuickBooks, is processed in a strictly isolated and private environment. We utilize a private instance of Google Cloud Vertex AI, secured within a Virtual Private Cloud (VPC) Service Control perimeter.

This advanced architecture provides multiple layers of protection:

Data Isolation: Your data is contractually and technically prevented from being used to train any public AI models.
No Internet Exposure: The secure perimeter blocks unauthorized access and prevents your data from traversing the public internet during analysis.
Principle of Least Privilege: Our applications only access the specific data you authorize for analysis and do not store your file content or financial data on our servers after the operation is complete.

How We Share Your Information

We do not sell, trade, or rent your personal information to others. We may share your information in the following limited circumstances:

For Legal Reasons: We may disclose your information if required to do so by law or in the good faith belief that such action is necessary to comply with a legal obligation.

Your Choices

You can revoke our access to your Google account at any time by visiting the Google security settings page. You can manage permissions for Intuit QuickBooks on their platform. If you revoke access, we will no longer be able to provide you with our services that require this access.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy, please contact us at: support@getacuitist.com