Privacy Policy

These terms and conditions outline the rules and regulations for the use of our website and services

This Privacy Policy explains how SimplifiedFi (“we”, “us”, “our”, or “SimplifiedFi”) collects, uses, and protects your personal information when you visit our website, use our services, or interact with us in any way.

We are committed to maintaining your trust and protecting your privacy.

1. Information We Collect

We may collect the following types of information:

A. Information You Provide to Us

Name, email address, phone number

  • Company information

  • Login details (if applicable)

  • Information submitted via forms, demos, or sign-ups

  • Any information you directly share with us during support or onboarding

B. Automatically Collected Information

When you visit our website or use our software:

  • IP address & device identifiers

  • Browser type, operating system, and device information

  • Usage activity (pages viewed, clicks, time on site)

  • Cookies and similar tracking technologies

C. Data Uploaded Into the Platform (If Using SimplifiedFi)

Financial data from your systems (e.g., ERP, HRIS, accounting tools)

  • Transaction-level data, reports, or files you choose to upload

  • Integration data from connected apps (via API or OAuth)


2. How We Use Your Information

We use your information to:

Provide, maintain, and improve our services

  • Respond to inquiries, support requests, or demo bookings

  • Deliver insights, analytics, and automation features

  • Personalise user experience

  • Send updates, marketing communications, and product information (you may opt out anytime)

  • Ensure security, fraud prevention, and compliance

  • Develop new features, workflows, and automation models

We do not sell your personal information.

3. Legal Bases for Processing (GDPR where applicable)

We process data based on:

Your consent

  • Performance of a contract

  • Legitimate business interests (product improvement, analytics, security)

  • Compliance with legal obligations

4. How We Share Your Information

We may share your data with trusted third parties, such as:

Cloud hosting providers

  • Analytics platforms

  • Customer support tools

  • Integration partners (with your explicit authorisation)

We only share data to the extent required to operate our services.

We do not sell or rent personal information to third parties.

5. Data Security

We employ industry-standard security measures including:

Encryption at rest and in transit

  • Access controls and authentication

  • Secure servers and infrastructure

  • Routine vulnerability monitoring

However, no system is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your information only for as long as necessary to:

Provide our services

  • Comply with legal obligations

  • Resolve disputes

  • Enforce agreements

You may request data deletion at any time.

7. Your Rights

Depending on your location (e.g., UK GDPR, EU GDPR, CCPA), you may have the right to:

Access your personal data

  • Correct inaccurate data

  • Request deletion

  • Restrict or object to processing

  • Withdraw consent

  • Request portability of your data

  • Opt out of marketing communications

To exercise these rights, contact us at: info@simplifiedfi.com

8. Cookies & Tracking

We use cookies to:

Improve website functionality

  • Analyse traffic and usage

  • Personalise content

You can control cookie settings through your browser.

9. Third-Party Links

Our website may contain links to external sites. We are not responsible for their privacy practices or content.

10. Children’s Privacy

Our services are not intended for individuals under the age of 16.

We do not knowingly collect data from children.

11. International Data Transfers

If you are based outside the United States, your data may be transferred and processed internationally.

We use appropriate safeguards where required by law.

12. Updates to This Policy

We may update this policy periodically.

The “Last Updated” date at the top will reflect any changes.

13. Contact Us

If you have questions about this Privacy Policy or your data, contact:

SimplifiedFi

Email: info@simplifiedfi.com

Website: www.simplifiedfi.com