Privacy Policy

1. Information we collect

Account information

When you create an account, we collect your email address and the information needed to run your account (your organization, your subscription status, and login credentials handled through our authentication provider). We do not store your password in readable form.

Invoice and business data you provide

To do its job, Simpli processes the documents and lists you give it. This includes:

• Invoice and order content — the information read from each vendor invoice or customer sales/order document you upload, such as vendor and customer names, dates, line items, descriptions, quantities, prices, totals, and any addresses shown on the document.
• Your lists — the QuickBooks item list, vendor list, customer list, class list, item mappings, and remembered per-customer prices that you import or build up as you use Simpli. Your customer and vendor lists may include the names and details of third parties you do business with.
• Usage records — a record that you processed a given number of invoices in a billing period, used to enforce your plan's limits.
• Export records — a record that an IIF file was generated.

Payment information

We do not collect or store your payment card numbers. All payments are handled by our payment processor, Stripe, which stores your card details securely under its own terms. We receive only limited information from Stripe, such as your subscription status and the last four digits or card type where needed to display your billing information.

Information stored in your browser (not on our servers)

Simpli keeps a duplicate-check history — a record of which invoices you have already exported — in your web browser's local storage on your own device. This information stays on your device and is not sent to or stored on our servers. It is used to warn you if you try to export the same invoice again. You can clear it at any time, and it does not transfer between different browsers or devices.

2. How we use your information

We use the information above to:

• Read your invoices and generate QuickBooks-ready IIF files;
• Remember your item, vendor, customer, and mapping data so future invoices are processed faster;
• Provide, maintain, and improve the service;
• Enforce plan limits and process your subscription and any refunds;
• Communicate with you about your account and support requests;
• Detect and prevent fraud, abuse, and security issues, and comply with law.

We do not sell your personal information, and we do not use your invoice content for advertising.

3. AI processing of your documents

Simpli uses artificial intelligence provided by Anthropic to read the documents you upload. When you upload an invoice or order, its content is sent to Anthropic's API so the AI can read it and return the parsed data. Anthropic processes this content to provide the reading service.

4. Connecting Simpli to QuickBooks Online

Simpli can connect to your QuickBooks Online company so it can read the lists you keep there. The connection is optional. It is made only when you start it and approve it at Intuit.

What you approve. When you connect, Intuit asks you to grant Simpli access to your QuickBooks Online accounting data, and then gives us a credential for your company. Intuit does not offer a read-only version of this permission, so the permission you grant covers accounting data generally. What Simpli does with it is narrower: it reads your item list and shows it to you. Simpli does not write anything to your QuickBooks Online company, and does not create or change anything there.

What we store. We store the credential Intuit gives us, the identifier Intuit uses for your company, the status of the connection, and when it was made and last used. We do not keep a copy of the lists we read from QuickBooks Online - they are shown to you and not saved on our servers.

Disconnecting. You can disconnect at any time from your settings. When you do, we tell Intuit to revoke Simpli's access and we delete the stored credential. If we cannot reach Intuit at that moment we delete the credential anyway and tell you so, so you can also remove Simpli under Apps in your QuickBooks Online account.

Deleting your account. Deleting your Simpli account also tells Intuit to revoke Simpli's access and deletes the stored credential.

5. Who we share information with

We share information only with service providers that help us run Simpli, and only as needed for them to perform their function. These are:

• Anthropic — reads your uploaded documents (AI processing).
• Supabase — hosts our database, where your account and business data are stored.
• Vercel — hosts and serves the application.
• Stripe — processes payments and subscriptions.
• Intuit — provides QuickBooks Online. If you connect your QuickBooks Online company, we send requests to Intuit and receive your list data in return.

Intuit is different from the others in one respect: it is your own accounting system, and information flows to and from it only because you connected it, and only for as long as that connection lasts.

We may also disclose information if required by law, to protect our rights or the safety of others, or in connection with a business transfer such as a merger or acquisition. We do not sell your personal information to third parties.

6. How long we keep your data, and how you delete it

We keep your invoice data and lists until you delete them. We do not delete your data automatically, because you may need to correct an invoice and re-export it. You are in control of deletion:

• Delete individual invoices — remove a single invoice's data from within the app.
• Clear all invoices — permanently delete all of your saved invoice data in one action.
• Delete your entire account — permanently delete your account and all associated data (invoices, vendor/customer/item lists, mappings, prices, and account records). This also cancels your subscription and issues any prorated refund due, as described in our Terms of Service.

When you delete invoice data or your account, that data is permanently removed from our active systems and cannot be recovered. Deleting your account is final; if you return later, you start with a new, empty account. Backups, if any, are overwritten on our normal backup cycle.

The browser-based duplicate-check history is deleted whenever you clear it, or when you clear your browser's local storage.

7. Your choices and rights

You can access and update your account information, delete your invoice data or entire account at any time using the in-app controls described above, and contact us with any privacy question or request. Depending on where you live, you may have additional rights under state privacy laws (for example, the California Consumer Privacy Act) to request access to, or deletion of, the personal information we hold about you. To make such a request, email us at support@simpli.one.

8. Security

We take reasonable measures to protect your information, and we rely on established providers (Supabase, Vercel, Stripe, Anthropic, and Intuit where you have connected QuickBooks Online) that maintain their own security practices. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

9. Children

Simpli is a business tool and is not intended for anyone under 18. We do not knowingly collect personal information from children.

10. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will change the "Last updated" date above and, where appropriate, notify you. Your continued use of Simpli after an update means you accept the revised policy.

11. Contact us

If you have any questions about this Privacy Policy or your data, contact us at support@simpli.one.