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Thank you for choosing Futureproof Ops, Inc. ("Futureproof," "we," "us," or "our"). Your privacy is important to us. This Privacy Policy explains how we collect, use, share, and protect your information when you use our AI-powered financial operations platform and related services (collectively, the "Services").
By using our Services, you agree to the practices described in this Privacy Policy. If you don't agree, please don't use our Services.
For information about how we handle your use of the Services, please see our Terms of Service.
Contact Us:
Usage Information:
Cookies and Similar Technologies: We use cookies, pixels, and similar technologies to collect usage data and improve the Services. See Section 8 for details.
Bank Connection Services: When you connect a bank account through services like Plaid, we receive transaction data, account balances, and account details from your financial institution.
CRM and HRIS Integrations: If you connect customer relationship management (CRM) or human resources information systems (HRIS) through our Services, we may receive:
These integrations are facilitated through Unified.to, our API integration partner. The data we access depends on the permissions you grant and the integrations you enable.
Other Sources: We may receive information from service providers who help us operate the Services (e.g., payment processors, analytics providers).
We use your information to:
You can opt-out of marketing communications at any time by clicking "unsubscribe" in any email or contacting privacy@runfutureproof.com.
We use your financial data (in de-identified, anonymized, and aggregated form) to train our artificial intelligence models and improve the Services for all users.
Example: When you categorize a "Stripe" transaction as "Payment Processing," our AI learns this pattern to suggest the same for other SaaS companies. We never share your actual amounts, company name, or other identifying details.
When you cancel, you have 30 days to export your data. After that:
Automatic Deletion Timeline:
Actual deletion timing may vary based on system processes and backup retention schedules.
For complete details, see Section 10.
We never sell your personal information. We share your information only in the following circumstances:
We share data with third-party companies that help us operate the Services:
These providers are contractually required to protect your data and use it only for specified purposes.
Data Room: When you share documents through our data room, they're accessible to the investors, advisors, or other recipients you designate. We don't monitor or review shared content.
Third-Party Users: When you grant access to accountants, bookkeepers, or other professionals, they can view and use your data according to the permissions you set.
Connected Systems: When you connect CRM or HRIS systems, we access data from those systems according to the permissions you grant. Your use of those systems is governed by their respective privacy policies.
If Futureproof is involved in a merger, acquisition, or sale of assets, your data may be transferred to the acquiring entity. We'll notify you before your data is transferred and becomes subject to a different privacy policy.
We may disclose your information to:
We may share your information in other contexts with your explicit consent.
How Bank Connections Work
Our Services allow you to connect bank accounts and credit cards through third-party financial data aggregation services (primarily Plaid Technologies, Inc.).
When you connect an account:
Third-Party Privacy Policies:
What Stops:
What Remains:
Why We Retain Historical Data:
Deleting Historical Bank Data
To delete historical transaction data from a disconnected account, email privacy@runfutureproof.com with a deletion request. We'll inform you of the implications (gaps in financial records, potential tax compliance issues) before processing.
Important: Deletion is permanent and cannot be undone.
How the Data Room Works
Our data room feature allows you to securely share pitch decks, financial statements, and other documents with investors, advisors, and stakeholders.
You Control Access:
Our Role:
When You Delete or Revoke Access:
You may grant access to your Account to accountants, bookkeepers, tax preparers, or other financial professionals.
When you grant access:
We don't:
You should:
We use cookies, pixels, web beacons, and similar technologies to:
Essential Cookies: Required for the Services to function (e.g., authentication, security)
Analytics Cookies: Help us understand how users interact with the Services (e.g., Google Analytics)
Preference Cookies: Remember your settings and choices
Browser Settings: Most browsers allow you to control cookies through settings. Note that blocking essential cookies may prevent you from using some features.
Opt-Out Tools:
Do Not Track: We don't currently respond to "Do Not Track" browser signals, but you can use the opt-out tools above.
We implement industry-standard security measures to protect your information:
However, no system is completely secure. We cannot guarantee absolute security and are not liable for unauthorized access or security incidents beyond our reasonable control.
Your Responsibility:
We retain your data for as long as your Account is active and as necessary to provide the Services.
When you disconnect a bank account, we retain historical transaction data as part of your bookkeeping records unless you request deletion.
When you disconnect CRM or HRIS integrations, we stop importing new data but retain historical data previously imported for forecasting and reporting purposes unless you request deletion.
First 30 Days:
Immediately Upon Cancellation:
After 30 Days:
After Approximately 1 Year:
After Approximately 7 Years:
Note on Timing: Actual deletion timing may vary based on system processes, backup rotation schedules, and technical constraints. Data in disaster recovery backups is typically deleted within 180 days but may persist longer due to backup retention schedules.
We may retain certain data longer as required by:
Data created using Beta Features may be lost, corrupted, or deleted if features are modified or discontinued. You're responsible for backing up important data from Beta Features.
While we strive to meet the timelines outlined above, actual deletion may vary based on technical and operational constraints, backup procedures, and system architecture. We will always comply with applicable legal retention requirements and data protection regulations.
Depending on your location, you may have the following rights:
Restriction and Objection
Opt-Out of AI Training
Withdraw Consent
How to Exercise Your Rights
Email privacy@runfutureproof.com with your request. Include:
We'll typically respond within 30 days (or as required by applicable law). We may need to verify your identity before processing certain requests. Response times may vary based on the complexity of the request and volume of requests received.
Under the California Consumer Privacy Act, you have additional rights:
If you're in the European Economic Area, UK, or Switzerland, you have additional rights under GDPR:
Futureproof is based in the United States. If you're located outside the U.S., your information will be transferred to and processed in the United States.
Data Protection: We take appropriate safeguards to protect your information when transferred internationally, including:
By using our Services, you consent to the transfer of your information to the United States and other countries where we or our service providers operate.
Our Services are not intended for individuals under 18 years old. We don't knowingly collect personal information from minors under 18.
If we become aware that we've collected data from a person under 18, we'll take steps to delete it promptly. If you believe we've collected information from a minor, please contact us at privacy@runfutureproof.com.
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors.
When We Make Changes:
Your Continued Use: Your continued use of the Services after changes become effective means you accept the updated Privacy Policy.
Review Regularly: We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us:
Futureproof Ops, Inc. 644 Holly Springs Rd, STE 80 Holly Springs, NC 27540 USA
Email: privacy@runfutureproof.com
