Privacy Policy
How we collect, use, and protect your data when using Ledgerbeam's AI-powered business intelligence and conversational analytics platform.
Last updated: December 17, 2025
Introduction
Ledgerbeam Inc. ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered business intelligence platform, including our conversational analytics, embedded analytics, and automation platform.
Our services process business data from databases, spreadsheets, payment processors, and other data sources to provide intelligent insights, generate reports, create visualizations, and enable natural language queries. We understand the sensitive nature of business data and are committed to maintaining the highest standards of data protection and privacy.
Information We Collect
Business Data
When you use our services, we may process:
- Data from databases, spreadsheets, and business tools
- Transaction and payment data from payment processors
- Business metrics, analytics, and performance data
- Query history and generated reports, charts, and tables
- Workflow configurations and automation settings
Usage Data
We collect information about how you interact with our services:
- API usage patterns and request logs
- Query history and chat conversations with your data
- Generated reports, charts, tables, and workflows
- Feature usage and service preferences
- Performance metrics and error logs
Account Information
When you create an account or use our services:
- Name, email address, and contact information
- Company information and billing details
- Authentication credentials and security settings
- Service configuration and preferences
How We Use Your Information
Providing Our Services
We use your data to deliver our AI-powered business intelligence services:
- Conversational Analytics: Process natural language queries about your business data to provide intelligent insights and answers
- Report Generation: Generate reports, tables, charts, and visualizations through chat conversations
- Workflow Creation: Build automated workflows and reporting schedules based on your conversations
- Embedded Analytics: Provide embedded analytics and business intelligence capabilities for your applications
- Data Processing: Process and analyze data from databases, spreadsheets, and business tools
Service Improvement
We use aggregated and anonymized data to:
- Improve our AI models and algorithms
- Develop new features and capabilities
- Optimize service performance and reliability
Business Operations
We use your information for:
- Account management and customer support
- Billing and payment processing
- Security monitoring and fraud prevention
- Legal compliance and regulatory requirements
AI and Data Processing
Machine Learning Models
Our services use advanced AI and machine learning to process your business data:
- Natural language processing for conversational queries and report generation
- Pattern recognition for data analysis
- Predictive analytics for insights and trend detection
- Chart and visualization generation from natural language requests
- Workflow automation based on conversational instructions
Data Anonymization
We implement strict data anonymization practices:
- Personal identifiers are removed or encrypted before AI processing
- Aggregated data is used for model training and improvement
- Individual transaction data is not used for training without explicit consent
- All data processing follows industry best practices for privacy
Data Sharing and Disclosure
We do not sell, rent, or trade your personal information. We may share your data only in the following circumstances:
Service Providers
We work with trusted third-party service providers who assist us in:
- Cloud infrastructure and hosting services
- Payment processing and billing
- Customer support and communication
- Security monitoring and fraud detection
Legal Requirements
We may disclose your information when required by law or to:
- Comply with legal obligations or court orders
- Protect our rights, property, or safety
- Investigate potential fraud or security threats
- Respond to government requests or regulatory inquiries
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the business transaction, subject to the same privacy protections outlined in this policy.
Data Security
We implement comprehensive security measures to protect your business data:
- Encryption: All data is encrypted in transit and at rest using industry-standard protocols
- Access Controls: Strict access controls and authentication mechanisms
- Monitoring: Continuous security monitoring and threat detection
- Compliance: Adherence to SOC 2, GDPR, and other relevant security standards
- Regular Audits: Periodic security assessments and penetration testing
Data Retention
We retain your data only as long as necessary to provide our services:
- Active Accounts: Data is retained while your account is active
- Account Deletion: Data is deleted within 30 days of account termination
- Legal Requirements: Some data may be retained longer for legal or regulatory compliance
- Backup Systems: Backup data is retained for disaster recovery purposes
Your Privacy Rights
Depending on your location, you may have the following rights regarding your personal data:
- Access: Request a copy of your personal data
- Correction: Request correction of inaccurate data
- Deletion: Request deletion of your personal data
- Portability: Request transfer of your data to another service
- Restriction: Request limitation of data processing
- Objection: Object to certain types of data processing
To exercise these rights, please contact us at [email protected].
International Data Transfers
Your data may be processed in countries other than your own. We ensure that all international data transfers comply with applicable privacy laws and regulations through:
- Adequacy decisions by relevant authorities
- Standard contractual clauses approved by regulatory bodies
- Certification schemes and codes of conduct
- Other appropriate safeguards as required by law
Children's Privacy
Our services are not intended for children under 16 years of age. We do not knowingly collect personal information from children under 16. If you believe we have collected such information, please contact us immediately.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by:
- Posting the updated policy on our website
- Sending email notifications to registered users
- Displaying prominent notices in our services
Your continued use of our services after any changes constitutes acceptance of the updated policy.
Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
Compliance Information
Ledgerbeam is committed to compliance with applicable privacy laws and regulations, including:
- General Data Protection Regulation (GDPR)
- California Consumer Privacy Act (CCPA)
- Other applicable state and international privacy laws
This policy is designed to meet the requirements of these regulations while providing transparency about our data practices.