Core Policies
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Privacy Policy
How we collect, use, and protect your personal and business data, including AI feature disclosures.
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Terms of Service
The agreement governing your access to and use of the Cash Flow Optimizer platform.
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Cookie Policy
How we use cookies, analytics, and tracking technologies on our website and platform.
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License Agreement
Software license terms governing your subscription to and use of the Cash Flow Optimizer platform.
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Security Overview
How we protect your data: encryption, infrastructure providers, access controls, and incident response.
Additional Terms & Disclosures
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Acceptable Use Policy
Rules governing lawful and appropriate use of the Services, including financial, email, and AI features.
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AI Disclosures & Additional Terms
How our AI features work, how your data is handled, and the binding terms governing AI use.
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Data Processing Addendum
CCPA and U.S. state privacy law compliance, subprocessor details, and data-handling obligations.
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Vulnerability Reporting Policy
Responsible disclosure guidelines for security researchers, scope, safe harbor, and how to report.
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Time Tracking Feature Addendum
Scope, disclaimers, and terms governing the time-tracking feature, including payroll and billing limitations.