Privacy Policy
At Zoe Funds, we respect your privacy and are committed to protecting your personal and financial data.
1. Information We Collect
Personal Information: Name, email, phone number, and billing details.
Financial Information: Invoice data, accounting entries, transaction details, and forecasting inputs.
Usage Information: Log data, device information, and user activity within the platform.
2. How We Use Your Information
To provide and improve our invoicing, automation, and forecasting services.
To generate financial reports and insights.
To process payments and subscriptions.
To communicate updates, promotions, and support-related information.
3. Data Security
We use encryption, secure servers, and access controls to safeguard your information.
Despite these measures, no system is 100% secure, and we cannot guarantee absolute security.
4. Data Sharing
We do not sell or rent your personal data.
Information may be shared only with trusted service providers necessary for billing, hosting, and analytics.
5. User Rights
You may request access, correction, or deletion of your personal information.
You can opt out of marketing communications at any time (see Section 6 below).
6. Opt-Out Instructions
To stop receiving promotional or marketing emails, click the “Unsubscribe” link provided in our emails.
To opt out of non-essential data collection or request deletion of your account and stored information, please contact us at:
📧 [email protected]
We will process your request within a reasonable timeframe as required by law.
7. Cookies & Tracking
We may use cookies to enhance your user experience and track platform performance.
8. Retention of Data
We retain financial and account data for as long as necessary to provide services or comply with legal obligations.
9. Contact Us
If you have questions about this Privacy Policy, your data, or opt-out options, please contact us at: