Privacy Policy

1. Introduction

IntelliSheets (“we,” “us,” or “our”) is committed to protecting your privacy and being transparent about how we collect, use, and share your information. This Privacy Policy explains our practices regarding the personal information we collect when you use our AI-powered platform and services.

By using our services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Information You Provide

Account Information:

• Name, email address, and contact information
• Company name and professional title
• Payment and billing information
• Profile preferences and settings

Project Data:

• Projects and associated metadata
• Financial models, calculations, and analysis
• Uploaded documents and files
• Notes, comments, and annotations
• Project collaboration data

Communication Data:

• Support requests and correspondence
• Feedback and survey responses
• AI chat interactions and prompts

2.2 Information We Collect Automatically

Usage Information:

• Pages visited and features used
• Time spent on our platform
• Click patterns and navigation paths
• Feature usage statistics
• Error logs and performance metrics

Device Information:

• IP address and geographic location
• Browser type and version
• Device type and operating system
• Screen resolution and device capabilities
• Referrer URLs and exit pages

3. How We Use Your Information

3.1 Primary Purposes

Service Provision:

• Create and manage your account
• Process projects and calculations
• Provide AI-powered analysis and insights
• Enable file storage and document processing
• Facilitate collaboration features

Service Improvement:

• Analyze usage patterns to improve functionality
• Develop new features and capabilities
• Optimize performance and user experience
• Train and improve AI models (anonymized data only)
• Conduct research and development

4. Information Sharing and Disclosure

4.1 We Do Not Sell Your Data

We do not sell, rent, or lease your personal information to third parties for their marketing purposes.

4.2 Service Providers

We share information with trusted service providers who help us operate our platform:

Infrastructure Providers:

• Vercel (hosting and application delivery)
• Supabase (database and authentication services)
• AWS (cloud infrastructure via Supabase)

AI and Processing Services:

• OpenAI (language model processing)
• LlamaCloud (document parsing and analysis)

All service providers are bound by strict data processing agreements and are prohibited from using your information for their own purposes.

5. Data Security

5.1 Security Measures

We implement industry-standard security measures to protect your information:

Encryption:

• AES-256 encryption for data at rest
• TLS 1.3 encryption for data in transit
• End-to-end encryption for sensitive communications

Access Controls:

• Multi-factor authentication requirements
• Role-based access permissions
• Regular access reviews and audits
• Principle of least privilege

6. Your Privacy Rights

6.1 Access and Control

Account Management:

• Update your profile information
• Modify privacy preferences
• Control communication settings
• Manage data sharing preferences

Data Rights:

• Request access to your personal information
• Download your data in portable formats
• Correct inaccurate information
• Delete your account and associated data

6.2 Regional Rights

GDPR Rights (EU Residents):

• Right to be informed
• Right of access and portability
• Right to rectification
• Right to erasure (“right to be forgotten”)
• Right to restrict processing
• Right to object to processing
• Rights related to automated decision-making

CCPA Rights (California Residents):

• Right to know what personal information is collected
• Right to know if personal information is sold or disclosed
• Right to say no to the sale of personal information
• Right to access personal information
• Right to equal service and price

7. Data Retention

Account Data: Retained while your account is active and for 30 days after deletion

Project Data: Retained while projects are active with soft deletion for 30 days

Financial Data: Retained for 7 years for compliance purposes

Communication Data: Retained for 2 years for support and training purposes

Usage Analytics: Retained for 24 months in aggregated, anonymized form

8. Contact Us

Privacy Questions

Email: privacy@intellisheets.com
Data Protection Officer: dpo@intellisheets.com

Support and General Inquiries

Email: support@intellisheets.com
Website: https://intellisheets.com/support

9. Changes to This Policy

We may update this Privacy Policy from time to time. When we make changes:

• We will post the updated policy on our website
• We will notify you via email for material changes
• We will update the “Last Updated” date
• Your continued use constitutes acceptance of changes