At Shekl, privacy is foundational to how we build and operate. This Privacy Policy describes how we collect, use, store, and protect your information. We've written it to be clear and honest — the kind of privacy policy you'd actually want to read.
1. Information We Collect
We collect the following categories of information to deliver and improve the Service:
- Account Information: Name, email address, phone number, and credentials provided during registration.
- Financial Data: Transaction records, account details, and financial documents you upload or connect through integrations.
- Organizational Data: Company details, team structures, and role-based access settings.
- Usage Data: Feature interactions, navigation patterns, and session information.
- Technical Data: Browser type, device information, IP address, and similar identifiers.
- Integration Data: Information received from authorized third-party financial services and authentication providers.
2. How We Use Your Information
- Service Delivery: Processing, analyzing, and categorizing your financial data to power the platform's core features.
- AI Processing: Applying machine learning and AI models to classify transactions, generate forecasts, and surface insights.
- Communications: Sending notifications about pipeline activity, financial alerts, team events, and service updates based on your preferences.
- Platform Improvement: Understanding usage patterns to enhance features, performance, and reliability.
- Security: Detecting and preventing unauthorized access, fraud, and platform misuse.
- Legal Compliance: Meeting applicable regulatory and legal obligations.
3. AI & Data Processing
The Service utilizes artificial intelligence to process and analyze financial data. This may involve transmitting limited, non-personally-identifiable data points — such as transaction descriptions and amounts — to trusted AI service providers for processing.
These providers are bound by contractual obligations to process data solely on our behalf. Your data is not used to train third-party models. We take deliberate steps to minimize the information shared and ensure it is handled in accordance with applicable data protection standards.
4. Data Sharing
We do not sell your personal information. We may share data in the following limited circumstances:
- Service Providers: Trusted vendors who support platform operations (hosting, email delivery, infrastructure), bound by confidentiality agreements.
- Your Organization: Team members within your company account, governed by the role-based permissions you configure.
- Connected Platforms: Third-party financial services you've authorized to exchange data with Shekl.
- Legal Requirements: When compelled by law, regulation, or valid legal process — limited to the minimum extent necessary.
- Business Transfers: In connection with a merger, acquisition, or asset sale, subject to standard confidentiality protections.
5. Data Security
We implement industry-standard technical and organizational measures to safeguard your information, including encryption in transit and at rest, access controls, regular security assessments, and infrastructure hardening. While no system can eliminate all risk, we are committed to protecting your data with commercially reasonable practices and continuous improvement.
6. Data Retention
We retain your information for as long as your account is active or as needed to provide the Service. Upon account closure, personal data is permanently deleted within a reasonable timeframe, subject to any legal retention requirements. You may request deletion of specific data or your entire account at any time.
7. Your Rights
Depending on your jurisdiction, you may exercise the following rights:
- Access & Portability: Request a copy of your data in standard, portable formats.
- Correction: Update or correct personal information through Settings.
- Deletion: Remove specific data sources or close your account entirely.
- Consent Withdrawal: Opt out of non-essential data processing or communications.
- Restriction: Request limitations on certain processing activities.
To exercise these rights, contact privacy@shekl.com. We will respond within a reasonable period in accordance with applicable law.
8. Cookies & Tracking
We use essential cookies and local storage to operate the platform. We do not employ advertising trackers, behavioral profiling, or third-party analytics at this time. Full details are available in our Cookie Policy.
9. International Transfers
Your data may be processed in jurisdictions outside your country of residence. Where applicable, we ensure appropriate safeguards are in place, including standard contractual clauses or equivalent mechanisms recognized under applicable data protection frameworks.
10. Children's Privacy
The Service is designed for business use and is not directed at individuals under 18. We do not knowingly collect information from minors. If we become aware of such collection, we will take prompt steps to delete the data.
11. Policy Updates
We may update this Privacy Policy periodically as our practices evolve. Material changes will be communicated via email or in-app notification at least 15 days prior to taking effect. No stealth edits — that's a promise.
12. Contact
For privacy inquiries, data requests, or any questions about this policy:
Shekl Financial Technologies
privacy@shekl.com