At Revenli, your privacy is fundamental to everything we build. This Privacy Policy explains how we collect, use, and protect your information when you use our AI-powered accounting platform for real estate investors.
1. Information We Collect
We collect information necessary to provide you with accurate, automated accounting and tax intelligence:
- Account Information: Your name, email address, and account credentials when you sign up.
- Financial Data: Bank account connections established via Plaid, property details you provide, and transaction data synced from your financial institutions.
- Usage Data: How you interact with Revenli, including features used, pages visited, and actions taken within the platform, to help us improve the experience.
2. How We Use Your Information
Your data powers the AI that saves you time and money:
- Provide and continuously improve Revenli's accounting and analytics services.
- Perform automated bookkeeping, transaction categorization, and tax analysis for your properties.
- Generate financial reports, tax strategy recommendations, and portfolio insights.
- Communicate with you about your account, service updates, and important changes.
3. Data Security
We take the security of your financial data extremely seriously:
- Bank-level 256-bit AES encryption protects all stored data.
- We adhere to SOC 2 compliance standards for data handling and access controls.
- All data is encrypted both in transit (TLS 1.2+) and at rest.
- We conduct regular security audits and vulnerability assessments.
- We never sell your data. Period.
4. Bank Connection Security
Your bank connections are handled with the highest level of care:
- We connect to your financial institutions through Plaid, a leading financial data infrastructure provider.
- Revenli never stores your bank login credentials. Authentication is handled entirely by Plaid.
- Plaid is SOC 2 Type II certified and undergoes independent security assessments.
- We maintain read-only access to your transaction data. We cannot move money or make changes to your accounts.
5. Data Sharing
We are transparent about when and why data is shared:
- We do not sell your personal or financial data to third parties.
- We share data with essential service providers only as needed to operate the platform, including Plaid for banking connectivity and cloud hosting providers for infrastructure.
- We will share data with your CPA or tax professional only at your explicit request and authorization.
6. Data Retention
- Your account data is retained for as long as your account remains active.
- You can request deletion of your data at any time by contacting us.
- Upon account closure, all financial data is permanently deleted within 30 days.
7. Your Rights
You have full control over your data. You may:
- Access all personal and financial data we hold about you.
- Request corrections to any inaccurate information.
- Request deletion of your account and associated data.
- Export your data in a standard, portable format.
- Opt out of non-essential communications at any time.
8. Cookies
- We use essential cookies for session management and authentication to keep you securely logged in.
- We do not use third-party tracking cookies without your explicit consent.
9. Changes to This Policy
If we make material changes to this Privacy Policy, we will notify you via email before the changes take effect. We encourage you to review this page periodically for the latest information on our privacy practices.
10. Contact Us
If you have questions about this Privacy Policy or how we handle your data, please contact us at contact@revenli.com.