Privacy Policy
FinAccrual is a product of Aveera LLC (“Aveera,” “we,” “us”), an Ohio limited liability company. This policy describes what information the FinAccrual service — our Microsoft Excel add-in, the FinAccrual customer portal, and the supporting cloud services (together, the “Service”) — collects, how we use it, and the choices you have.
1. Information we collect
Account information
- Your name and email address, provided when you create a FinAccrual account. Sign-in is operated through Microsoft Entra External ID; we never see or store your password.
Accounting-system connection data
- When you connect QuickBooks Online (or another supported accounting platform), we store the OAuth authorization tokens needed to act on your instructions. Tokens are encrypted at rest; we never receive or store your QuickBooks credentials.
- Reference data you choose to pull into the add-in, such as your chart of accounts, class/location lists, and entity names.
Journal and posting records
- Records of the journal entries prepared and posted through the Service (dates, amounts, account mappings, document numbers, posting status, and an audit trail of posting attempts). This is the core function of the Service and powers your posting history and audit views.
Technical and usage data
- Standard service logs (timestamps, request status, diagnostic identifiers) used for security, reliability, and support.
2. How we use information
- To provide the Service: generating schedules and journal entries and, on your explicit instruction, posting them to your accounting system.
- To secure the Service: authentication, tenant isolation (your data is only visible to your own workspace), fraud and abuse prevention.
- To support you: responding to questions and investigating issues you report.
- To improve reliability: aggregate, de-identified operational metrics.
We use data obtained from QuickBooks Online solely to provide and improve the Service and as permitted by Intuit’s developer policies. We do not sell it or use it for advertising.
3. Where your data lives
The Service is hosted on Microsoft Azure in data centers located in the United States. Data is encrypted in transit (HTTPS/TLS) and sensitive secrets and tokens are encrypted at rest.
4. Service providers (subprocessors)
- Microsoft Azure — cloud hosting, database, and key management.
- Microsoft Entra External ID — customer sign-in and identity.
- Intuit (QuickBooks Online) — the accounting platform you connect; interactions are governed by your agreement with Intuit.
- Google Workspace — our business email for support correspondence.
5. Data retention and deletion
- Connection tokens are retained while your accounting platform is connected. Disconnecting from within the add-in revokes and removes our stored tokens for that connection.
- Posting and audit records are retained while your account is active, so your history and audit trail remain intact.
- You may request deletion of your account and associated personal data by emailing support@finaccrual.com. We will action verified requests within 30 days, except where retention is required for legal or audit obligations.
6. Your rights and choices
You may request access to, correction of, or deletion of your personal information at any time using the contact below. You may disconnect your accounting platform at any time from within the add-in.
7. Cookies and similar technologies
The Service uses only the minimal browser storage and cookies necessary for sign-in sessions and security (for example, authentication state). We do not use advertising or cross-site tracking cookies.
8. Children
The Service is a business tool and is not directed to individuals under 18. We do not knowingly collect information from children.
9. Changes to this policy
We may update this policy from time to time. Material changes will be reflected by the “Last updated” date above, and continued use of the Service after changes take effect constitutes acceptance.
10. Contact
Aveera LLC (FinAccrual)
4285 Morse Rd, PMB 17041798
Columbus, OH 43230, USA
support@finaccrual.com