Privacy Policy

Last updated: 1 July 2026

This Privacy Policy explains how Bizactly ("Bizactly," "we," "us") collects, uses, and protects information when you use bizactly.com and our financial reporting platform (the "Service").

By using the Service, you agree to the practices described here. We may update this policy from time to time - check back periodically. Changes take effect once posted, and apply to information collected from that point forward.

1. Contact Details

Questions, requests, or complaints about your data can be sent to:

info@bizactly.com

We'll respond as promptly as we can and will ask for enough detail to locate the relevant information.

2. What We Collect

Account and sign-up details (name, email, company/organisation info) when you register or start a trial
Information you submit through contact forms, support requests, or feedback
Data accessed via connected accounting platforms (e.g. Xero) once you authorise the integration - this is limited to what's needed to generate your reports
Basic technical/usage data collected automatically when you use the site or app (see Cookies & Analytics below)

You can browse parts of our website without providing personal information, but creating reports or connecting an accounting platform requires an account.

3. How We Use It

We use your information to:

Provide, operate, and maintain the Service, including generating your Excel/Word reports
Manage your account, respond to support requests, and communicate service updates
Improve and secure the platform
Send product or feature updates you may be interested in - you can opt out anytime by emailing us

We don't sell your personal information, and we only share it:

With service providers who help us run the Service (e.g. hosting, email delivery), under confidentiality obligations
Where you've consented
Where required by law

4. Accounting Platform Connections (e.g. Xero)

When you connect an accounting platform, we access financial data through that platform's secure API using your authorisation. Credentials are never stored in the reports themselves - access tokens are held securely on our servers, and you can disconnect the integration at any time.

5. Cookies & Analytics

We use cookies necessary to keep you securely logged in and to remember session information. We don't use persistent tracking cookies beyond what's needed for the Service to function, and inactive sessions expire automatically for your protection.

We may use privacy-conscious analytics tools to understand aggregate usage of our site and product, so we can improve them. We do not use this data to identify individuals for advertising purposes.

6. Data Storage & Security

Your data is stored on reputable cloud infrastructure with industry-standard safeguards. Financial report generation happens server-side, and files are handled in memory rather than stored persistently on disk.

No method of transmission over the internet is 100% secure, so while we take reasonable steps to protect your information, we can't guarantee absolute security.

7. Data Breaches

If we become aware of a data breach likely to result in harm, we'll notify affected customers and relevant authorities as required by applicable law, as soon as practicable.

8. Third-Party Links

Our site may link to external websites. We aren't responsible for their privacy practices - check their own policies before sharing information with them.

9. Your Access to Your Information

You can request a copy of the personal information we hold about you at any time by contacting us using the details in Section 1.