Privacy policy

Last updated November 1, 2026

This policy explains what information TallyHelm ("TallyHelm", "we", "us") handles when you visit tallyhelm.com, join early access or use our service, and what choices you have. Questions go to privacy@tallyhelm.com.

Information we collect

• Contact details you send us, such as your name, email address and business details, when you request early access or write to us.
• Financial transaction data from sources you connect: orders, refunds, fees, payouts and supplier charges from your store platform, payment processors and suppliers.
• Documents you upload, such as invoices and receipts, which are read to record the amounts on them.
• Basic technical data from visits to this website, such as request logs kept by our hosting provider for security.

How we use information

• To provide the service you have connected, as described on our home page.
• To categorize, reconcile and report on your transactions, and to prepare exports for your accountant.
• To respond to you, invite you to the service and keep it secure.

We do not sell personal information, we do not use one customer's data for another customer, and we do not use your data to train general purpose AI models.

Accuracy and advice

TallyHelm keeps records and prepares reports. It does not provide tax, legal or accounting advice and does not file returns on your behalf.

Sharing

We share information only with infrastructure and communications providers that process it on our behalf under confidentiality obligations, with the platforms you connect when you ask us to act on them, and when required by law.

Retention

We keep connected account data for as long as the connection is active and delete it within 30 days after you disconnect, unless the law requires us to keep it longer. Early access requests are kept until launch or until you ask us to delete them.

Security

Access tokens and credentials are stored in an encrypted secrets manager, never in application code or logs. Access to customer data is limited to the systems that need it.

Your choices

You can disconnect any account at any time and ask us to access, correct or delete your information by writing to privacy@tallyhelm.com. See Data deletion.

Changes

If we change this policy we will update the date above and, for material changes, tell users by email.