How we use your personal data.

When you book a call on our website. The booking form asks for:

• Your name, email address and phone number
• The software you use
• The package you are interested in, if you choose one
• An optional note
• The date and time you pick for the call

When you contact us. If you email us, call us or message us on WhatsApp, we keep what you send us and our replies, so we can answer you.

When you become a client. We collect the details we need to agree and run our service. This includes contact details for you and your business, our engagement terms and our fees. It also includes the information we need for anti-money-laundering checks, such as proof of identity and address for the people who own or run the business.

When we keep your books. We work as an invited user inside your own accounting and receipt software. There we see your bank transactions, invoices, receipts and other records. These can include personal data about you and the people your business deals with, such as customers, suppliers and staff. If you ask us to monitor a finance inbox, we only do so with your authorisation and only for the inbox or folders you agree.

Technical data. When you visit the site, your IP address passes through our hosting and Cloudflare so the page can be delivered and protected. Our server does not write request details to a log. When you submit the booking form, your IP address is held in memory for up to an hour to stop repeated automated bookings. It is not saved with your booking.

We do not sell your personal data. We use a small number of service providers who process it on our behalf and only on our instructions.

• Railway. Hosts our website and the database that stores booking requests.
• Cloudflare. Delivers the website and protects it from attacks.
• Google (Google Workspace). Our email at [email protected], the calendar invitation for your call, the Google Meet video link and the confirmation emails we send.

If you message us on WhatsApp, WhatsApp handles that message under its own terms.

When we keep your books, your data stays in the software you already use. Those providers are chosen and contracted by you, not by us.

We may also share data where the law requires it, for example with a regulator or law enforcement body.

Some of our providers may process data outside the UK, for example in the United States. Where they do, we rely on the safeguards UK law allows, such as an adequacy decision or approved contract terms.

You have the right to:

• Access. Ask for a copy of the personal data we hold about you.
• Rectification. Ask us to correct data that is wrong or incomplete.
• Erasure. Ask us to delete your data, where we do not need to keep it.
• Restriction. Ask us to limit how we use your data.
• Objection. Object to our use of your data where we rely on legitimate interests.
• Portability. Ask for data you gave us in a format you can reuse.

To use any of these rights, email [email protected]. There is normally no charge. We will reply within one month. We may need to confirm your identity first. Some rights do not apply where the law requires us to keep the data.

If you are a client, you can also remove our access to your accounting software or finance inbox at any time from your own account settings.

Complaints. If you are unhappy with how we use your data, please tell us first so we can put it right. You can also complain to the Information Commissioner’s Office at ico.org.uk.

We may update this notice when our service or the law changes. The date below shows when it was last changed. If a change affects you as a client, we will tell you.

Last updated 20/10/2026.