Privacy Policy

We collect the following categories of personal data:

• Application & account data — name, email address, phone number, company name, partner type, business details, and the information you provide during onboarding.
• Referral & commercial data — leads and client information you submit, deal status, commissions, and payout details (including bank account details you provide for payouts).
• Usage & device data — IP address, browser type, pages viewed, and interactions with the Site, collected via cookies and similar technologies.
• Marketing attribution data — campaign parameters (e.g. UTM tags) and the referring website that brought you to the Site.

• To review your application and operate your partner account.
• To manage referrals, calculate commissions, and process payouts.
• To communicate with you about your account, applications, and the Program.
• To measure and improve the performance of our Site and marketing campaigns.
• To comply with legal, tax, audit, and regulatory obligations.
• To detect, prevent, and address fraud, abuse, or security issues.

We use cookies and similar technologies to run the Site, remember your preferences, and understand how the Site is used. This includes:

• Product analytics (PostHog) to understand how visitors and partners use the Site and to improve it.
• Advertising & conversion measurement (e.g. the Meta Pixel and Conversions API) to measure the effectiveness of our advertising campaigns and to reach relevant audiences. These tools may set cookies and share limited event data (such as a page view or a completed application) with the advertising platform.

You can control cookies through your browser settings. Disabling some cookies may affect how the Site functions.

We do not sell your personal data. We share it only with:

• Service providers who help us operate the Site and Program (hosting, analytics, email, payment, and communications providers), bound by confidentiality obligations.
• Advertising platforms, for campaign measurement, as described above.
• Authorities or regulators where required by law.
• A successor entity in the event of a merger, acquisition, or reorganisation.

We retain personal data for as long as needed to operate your partner account, meet legal, tax, and audit obligations, and resolve disputes. When data is no longer required, we delete or anonymise it.

We apply technical and organisational measures to protect personal data against unauthorised access, loss, or misuse. No method of transmission or storage is completely secure, but we work to protect your information and continuously improve our safeguards.

Subject to applicable law, you may request access to, correction of, or deletion of your personal data, object to certain processing, or withdraw consent. To exercise these rights, contact us using the details below.

For any privacy question or request, contact Finanshels Accounting Technologies LLC at privacy@finanshels.com. See also our Terms of Service.