Privacy Policy

Last Updated: June 2026

This Privacy Policy explains how Frankly. ("we", "us", or "our") collects, uses, and protects your information when you use our executive dashboard application and connect it to third-party services like QuickBooks Online.

1. Information We Collect

  • Account Information: When you register, we collect your name, email address, and authentication credentials.
  • Third-Party Financial Data (Intuit/QuickBooks): When you authorize a connection to QuickBooks Online, we receive an OAuth access token. We use this token to read financial data (such as account balances, transactions, and geographic vendor/member data) strictly to generate visual dashboards. We do not collect or store your QuickBooks login passwords.

2. How We Use Your Information

The data we ingest from QuickBooks is used exclusively to populate your organization's dashboard. We do not use your financial data for marketing, profiling, or any purpose other than providing the requested visualization services. Frankly. is a read-only reporting tool: we request read-only access to your QuickBooks data and never create, modify, or delete anything in your QuickBooks account.

3. Data Storage and Security

Your data is stored on our own self-hosted infrastructure in an encrypted PostgreSQL database. Authentication tokens provided by Intuit are encrypted at rest and are never shared or exposed. We implement strict, database-enforced Row-Level Security (RLS) so that each organization's data is only accessible to authorized users within that organization.

4. Data Sharing and Disclosure

We do not sell, rent, or trade your personal or financial information. We only share data when legally required by law enforcement or with explicit consent from the account administrator.

5. Revoking Access

You may disconnect Frankly. from your QuickBooks Online account at any time directly through the Intuit App Center or via our Settings page. Upon disconnection, we will immediately cease fetching new data and discard the active connection tokens.

6. Contact Us

If you have any questions about this Privacy Policy, please contact our support team or your organization's system administrator.