At Visory ("we," "us," or "our"), we are committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at getvisory.com, use our platform, or engage with our services. Please read this policy carefully. By accessing or using our services, you acknowledge that you have read, understood, and agree to be bound by the terms of this Privacy Policy.
Information We Collect
We collect information that you provide directly to us, information collected automatically when you use our services, and information obtained from third-party sources.
Personal Information: When you create an account, request a demo, subscribe to our newsletter, or contact us, we may collect:
- Full name, email address, and phone number
- Company name, job title, and business address
- Billing information and payment details
- Financial records and accounting data you upload to our platform
- Any other information you choose to provide
Usage Data: We automatically collect certain information when you access or use our services, including:
- Device type, operating system, and browser information
- IP address, referring URLs, and pages visited
- Date and time of access, session duration, and click patterns
- Feature usage patterns and interaction data within the platform
Cookies and Similar Technologies: We use cookies, web beacons, and similar tracking technologies to collect information about your browsing activity. For more details, see the Cookies and Tracking Technologies section below.
How We Use Your Information
We use the information we collect for the following purposes:
- To provide, maintain, and improve our bookkeeping, payroll, accounts payable/receivable, and financial insights services
- To process transactions and send related information, including confirmations and invoices
- To create and manage your account, authenticate your identity, and provide customer support
- To send you technical notices, updates, security alerts, and administrative messages
- To communicate with you about products, services, promotions, and events that may be of interest to you
- To monitor and analyze trends, usage, and activities in connection with our services
- To detect, investigate, and prevent fraudulent transactions, unauthorized access, and other illegal activities
- To comply with legal obligations and enforce our terms and policies
Information Sharing and Disclosure
We do not sell your personal information to third parties. We may share your information in the following circumstances:
- Service Providers: We share information with third-party vendors, consultants, and service providers who perform services on our behalf, such as cloud hosting, payment processing, analytics, and customer support. These providers are contractually obligated to protect your data and use it only for the purposes we specify.
- Business Transfers: If Visory is involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of that transaction.
- Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities, including to meet national security or law enforcement requirements.
- With Your Consent: We may share your information with third parties when you have given us explicit consent to do so.
- Aggregated or De-identified Data: We may share aggregated or de-identified information that cannot reasonably be used to identify you.
Data Security
We implement appropriate technical and organizational security measures designed to protect the confidentiality, integrity, and availability of your personal information. These measures include:
- Encryption of data in transit (TLS/SSL) and at rest (AES-256)
- Multi-factor authentication and role-based access controls
- Regular security assessments, penetration testing, and vulnerability scanning
- Continuous monitoring and logging of system access and activity
- Employee security awareness training and background checks
While we strive to protect your personal information, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security, but we are committed to maintaining industry-standard protections.
Your Rights and Choices
Depending on your jurisdiction, you may have the following rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete personal information
- Deletion: Request deletion of your personal information, subject to certain exceptions
- Portability: Request a copy of your data in a structured, machine-readable format
- Opt-Out: Opt out of receiving promotional communications by following the unsubscribe instructions in any email we send, or by contacting us directly
- Restriction: Request that we restrict the processing of your personal information under certain circumstances
- Objection: Object to our processing of your personal information where we are relying on legitimate interests as the legal basis
To exercise any of these rights, please contact us at hello@getvisory.com. We will respond to your request within 30 days.
Cookies and Tracking Technologies
We use cookies and similar technologies for the following purposes:
- Essential Cookies: Required for the operation of our website and platform. These cookies enable core functionality such as security, authentication, and session management.
- Analytics Cookies: Help us understand how visitors interact with our website by collecting and reporting information anonymously. We use tools such as Google Analytics to measure site performance and user behavior.
- Functional Cookies: Enable enhanced functionality and personalization, such as remembering your preferences, language settings, and form inputs.
- Marketing Cookies: Used to track visitors across websites to display relevant advertisements. These cookies may be set by our advertising partners to build a profile of your interests.
You can manage your cookie preferences through your browser settings. Most browsers allow you to refuse cookies or alert you when cookies are being sent. Please note that disabling certain cookies may affect the functionality of our services.
Third-Party Services
Our services may integrate with or contain links to third-party websites, applications, and services, including:
- Cloud accounting platforms (e.g., Xero, QuickBooks)
- Payment processing providers (e.g., Stripe)
- Communication tools and customer relationship management systems
- Analytics and advertising platforms
These third parties have their own privacy policies, and we encourage you to review them. We are not responsible for the privacy practices or the content of third-party services. Our integration with these services does not imply endorsement of their privacy practices.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete that information promptly. If you believe that a child has provided us with personal information, please contact us at hello@getvisory.com.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will notify you by updating the "Last updated" date at the top of this page and, where appropriate, by sending you an email notification or providing a prominent notice on our website. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Visory
Email: hello@getvisory.com
Website: getvisory.com
We are committed to resolving any complaints about our collection or use of your personal information. If you have a concern, please contact us first so we can try to resolve it directly.