Last updated: March 20, 2026
We collect information you provide directly, such as your name, email address, company name, and payment details when you create an account or contact us. We also collect usage data automatically, including log data, device information, and cookies to improve our services.
We use collected information to provide and maintain the CircleBook platform, process transactions, send service-related communications, improve our products, and comply with legal obligations. We do not sell your personal data to third parties.
We implement industry-standard security measures including encryption at rest and in transit, SOC 2 compliant infrastructure, regular security audits, and strict access controls. Your financial data is processed in isolated environments with full audit logging.
We retain your data for as long as your account is active or as needed to provide services. Reconciliation data and audit logs are retained per your workspace configuration. You may request deletion of your data at any time by contacting us.
CircleBook integrates with third-party payment processors and financial platforms at your direction. We share only the minimum data necessary for these integrations to function. Each integration is governed by the respective provider's privacy policy.
You have the right to access, correct, or delete your personal data. You may also request data portability or restrict processing. To exercise these rights, contact us at privacy@circlebook.com.
If you have questions about this Privacy Policy, please reach out to us at privacy@circlebook.com or write to CircleBook, Inc., 548 Market St, San Francisco, CA 94104.