Privacy Policy

AI Finora respects your privacy. This Privacy Policy explains how we collect, use, store, and protect information submitted through our website, landing pages, forms, phone calls, WhatsApp links, and other communication channels.

By using our website or submitting a form, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following information when you submit a form, contact us, or request a bookkeeping review:

• Full name
• Business name
• Email address
• Phone number
• Business state/location
• Accounting software used
• Service needed (e.g., bookkeeping or book cleanup)
• Number of months behind, if applicable
• Message or details submitted through the form
• Basic website usage data (page visits, clicks, device type, browser type, traffic source)

We do not ask for sensitive financial information such as bank login details, Social Security numbers, credit card numbers, or tax identification numbers through our PPC landing page forms.

2. How We Use Your Information

AI Finora may use your information to:

• Respond to your inquiry
• Contact you by phone, email, SMS, or WhatsApp
• Provide a free bookkeeping or book cleanup review
• Understand your bookkeeping needs
• Send service information, quotes, or follow-up messages
• Improve our website, landing pages, ads, and customer experience
• Track advertising performance and lead conversions
• Protect against spam, fraud, and misuse of our website

3. Communication Consent

By submitting a form on our website, you agree that AI Finora may contact you using the information you provided, including by phone, email, SMS, or WhatsApp, regarding bookkeeping, book cleanup, tax-ready records, business registration, or related accounting services. You may request that we stop contacting you at any time.

4. Cookies and Tracking Technologies

Our website may use cookies, pixels, analytics tools, and advertising technologies to understand visitor behavior and improve marketing performance. These tools may include Google Analytics, Google Ads conversion tracking, Google Tag Manager, Meta/Facebook Pixel (if installed), and call/form/WhatsApp click tracking tools. They may collect browser, device, IP address, pages visited, traffic source, and actions taken on the website.

5. Advertising and Remarketing

We may use advertising platforms such as Google Ads to measure campaign performance and show relevant ads. We follow Google Ads policies requiring clear and honest information on ads and destinations.

6. How We Share Information

AI Finora does not sell your personal information. We may share limited information with trusted service providers only when necessary to operate our business, including website hosting, CRM/lead tools, email/SMS providers, analytics and advertising platforms, security/spam protection tools, and accounting or service team members who need the information to respond to your request. These providers are expected to handle your information securely and only for the purpose of providing services to AI Finora.

7. Data Security

We take reasonable steps to protect your information from unauthorized access, misuse, loss, or disclosure. These steps may include SSL/HTTPS, secure form handling, spam protection, restricted access, and secure storage practices. However, no website, internet transmission, or electronic storage method is 100% secure. Do not submit highly sensitive financial information through website forms.

8. Sensitive Financial Information

Please do not submit bank login credentials, Social Security numbers, credit card numbers, tax identification numbers, full bank statements, or other sensitive financial documents through our public website forms. If such information is needed later, AI Finora will provide instructions for secure sharing after initial consultation.

9. Data Retention

We may retain your information for as long as needed to respond to your inquiry, provide services, maintain business records, comply with legal obligations, resolve disputes, and improve our services. You may request deletion of your information by contacting us.

10. Your Choices

You may contact us to request access to the information we have about you, request correction of inaccurate information, request deletion of your information, opt out of marketing communication, or ask questions about how your information is used.

11. Third-Party Links

Our website may contain links to third-party websites, tools, or communication platforms, such as WhatsApp, Google, or scheduling tools. AI Finora is not responsible for the privacy practices, content, or security of third-party websites.

12. Children’s Privacy

AI Finora’s services are intended for businesses and adults. We do not knowingly collect personal information from children under the age of 13.

13. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.

14. Contact Us