Privacy Policy
Last updated: June 18, 2026
1. Who We Are
CFOLink.ai ("CFOLink", "we", "us", or "our") is an AI-powered financial operations platform serving CFOs, accounting firms, investors, and founders. Our registered address is available upon request at info@cfolink.ai. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website at cfolink.ai, our application at app.cfolink.ai, or any related services (collectively, the "Services").
2. Information We Collect
Information you provide directly
When you register, submit a form, or contact us, we may collect: • Full name • Business email address • Company name and size • Job title • Phone number • Accounting software in use • Company type and description • Any other information you choose to provide
Information collected automatically
When you use our Services, we automatically collect: • IP address and approximate location • Browser type and version • Device type and operating system • Pages visited and time spent • Referring URLs • Cookie and session data
Financial data you connect
If you connect financial accounts or upload financial data to use CFOLink's analysis features, we process that data solely to provide the Services. We do not sell, share, or use your financial data for any purpose other than delivering your analysis results.
3. How We Use Your Information
We use the information we collect to: • Create and manage your account • Provide, operate, and improve our Services • Deliver AI-powered financial analysis and reports • Send you the white paper or resources you requested • Communicate product updates, security alerts, and support messages • Respond to your enquiries and support requests • Comply with legal obligations • Prevent fraud and ensure platform security We do not use your data for automated decision-making that produces legal or similarly significant effects without your explicit consent.
4. Legal Basis for Processing
We process your personal data under the following legal bases: • Contract — processing necessary to provide the Services you requested • Legitimate interests — improving our platform, security monitoring, and fraud prevention • Consent — marketing communications and optional data uses where we have asked for your permission • Legal obligation — where we are required to process data to comply with applicable law You may withdraw consent at any time where we rely on it as the legal basis for processing.
5. How We Share Your Information
We do not sell your personal data. We may share your information with: • Service providers — trusted third parties who help us operate our platform (hosting, analytics, email delivery, payment processing). All providers are contractually bound to protect your data. • Professional advisers — lawyers, accountants, and auditors under confidentiality obligations. • Law enforcement or regulators — where required by law, court order, or to protect the rights and safety of CFOLink and its users. • Business transfers — in the event of a merger, acquisition, or sale of assets, your data may be transferred. We will notify you before your data becomes subject to a different privacy policy. We require all third parties to respect the security of your personal data and treat it in accordance with applicable law.
6. Data Retention
We retain your personal data for as long as necessary to provide the Services and comply with our legal obligations. Specifically: • Account data is retained for the duration of your account plus 3 years after closure • Financial analysis data is retained for a maximum of 6 hours after your analysis is complete and delivered. It is permanently deleted from our systems after that window closes. • Marketing contact data is retained until you unsubscribe or request deletion • Log and security data is retained for up to 12 months When data is no longer required, we securely delete or anonymise it.
7. Cookies
We use cookies and similar tracking technologies to operate and improve our Services. Cookies we use include: • Essential cookies — required for the platform to function. Cannot be disabled. • Analytics cookies — help us understand how visitors use our site (e.g. Google Analytics). You may opt out. • Marketing cookies — used to deliver relevant advertising on third-party platforms. You may opt out. You can manage cookie preferences through your browser settings or our cookie consent banner. Disabling non-essential cookies will not affect your ability to use the core Services.
8. Your Rights
Depending on your location, you may have the following rights regarding your personal data: • Access — request a copy of the personal data we hold about you • Correction — request correction of inaccurate or incomplete data • Deletion — request deletion of your personal data ("right to be forgotten") • Restriction — request that we restrict processing of your data • Portability — receive your data in a structured, machine-readable format • Objection — object to processing based on legitimate interests or for direct marketing • Withdraw consent — where processing is based on consent, withdraw it at any time To exercise any of these rights, contact us at info@cfolink.ai. We will respond within 30 days. We may need to verify your identity before processing your request.
9. Data Security
We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. These include: • Encryption of data in transit (TLS) and at rest (AES-256) • Access controls and role-based permissions • Regular security assessments and penetration testing • Employee training on data protection No method of transmission over the internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security. In the event of a data breach that affects your rights, we will notify you and relevant authorities as required by law.
10. International Data Transfers
CFOLink operates primarily in the United States. If you are located outside the US, your data may be transferred to and processed in the US or other countries where our service providers operate. We ensure appropriate safeguards are in place for such transfers, including standard contractual clauses approved by relevant data protection authorities.
11. Children's Privacy
Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal data from children. If you believe we have inadvertently collected data from a minor, please contact us at info@cfolink.ai and we will promptly delete it.
12. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify you of material changes by email or by posting a prominent notice on our website. The "Last Updated" date at the top of this page indicates when the policy was last revised. Continued use of our Services after changes become effective constitutes acceptance of the updated policy.
13. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: Email: info@cfolink.ai Website: https://cfolink.ai/contact We are committed to resolving any privacy concerns promptly and transparently.
Questions about your data?
We're committed to transparency. Reach out and we'll respond within 30 days.
Email info@cfolink.ai