Effective Date: March 29, 2026
Account Information: When you create an account or are onboarded by Verde, we collect your name, business email address, company name, and account credentials.
Financial Data via QuickBooks Online: With your explicit authorization, we access your QuickBooks Online account data through Intuit's secure OAuth 2.0 protocol. This includes transaction data, chart of accounts, accounts receivable and payable aging, profit and loss statements, balance sheet data, and cash flow information. We access only the data necessary to deliver your financial reports and analytics.
Communications: If you interact with Finn, our AI Finance Partner, through Slack or the Verde portal, we process the content of those interactions solely to generate your requested response. Interaction data is not used to build profiles, train models, or improve services in ways that extend beyond delivering your answer.
Usage Data: We collect standard usage information including log data, IP addresses, browser type, pages visited, and timestamps to operate and improve our Services.
We use the information we collect to deliver automated financial reports, dashboards, and analytics; operate Finn, our AI Finance Partner; send proactive financial alerts and weekly digests; provide customer support and onboarding assistance; maintain the security and integrity of our platform; and comply with legal obligations.
We do not sell your personal information or financial data to third parties. We do not use your financial data to train AI models — ever.
Service Providers: We use a small number of third-party providers to operate our platform, including infrastructure, hosting, AI processing, and communications services. Each provider is contractually bound by data protection obligations consistent with this policy. We do not grant any provider the right to use your data for their own purposes.
Legal Requirements: We may disclose information if required by law, court order, or government authority. Where permitted, we will notify you before making such a disclosure.
We never share your financial data with other Verde clients or any third party for commercial purposes.
Verde is built on enterprise-grade infrastructure and held to a higher standard than basic data security compliance:
In the event of a confirmed data breach affecting your information, we will notify you within 72 hours of confirmation, where required by applicable law.
Your QuickBooks data is accessed through Intuit's official API using OAuth 2.0. We do not store your QuickBooks credentials. You may revoke our access at any time through your Intuit account settings.
We retain your data only as long as necessary to deliver the service and meet our legal obligations:
You may request a full export or deletion of your data at any time by contacting contact@useverde.ai. Deletion requests are processed within 30 days.
Depending on your location, you may have the following rights regarding your personal information:
California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected, the right to delete personal information, and the right to non-discrimination for exercising these rights.
To exercise any of these rights, contact us at contact@useverde.ai. We will respond within 30 days.
Our platform uses essential cookies to maintain your session and authentication state. We do not use advertising cookies.
Verde is operated by SYCC LLC.
Website: useverde.ai
For privacy-related inquiries and formal correspondence: contact@useverde.ai
For general inquiries and support: hello@useverde.ai
We aim to respond to all inquiries within 2 business days.
We may update this Privacy Policy from time to time. We will notify clients of material changes by email or through the portal.