Privacy Policy

Last Updated: 1 December 2025

Outsource CFO Limited (“Clarity”) is committed to protecting your personal information. This Statement applies to all visitors and customers globally.

1. Information We Collect

A. Information You Provide

Name, email, phone
Business information
Billing information (processed via Stripe)
Financial documents and data
Connected platform information
Communications with us

B. Automatically Collected

IP address
Device/browser data
Dashboard activity logs
Cookies

C. Integration Data

If you connect Xero or banking APIs, we may receive:

Transactions
Bank balances
Invoices and financial metadata

2. How We Use the Data

To:

Provide bookkeeping and dashboard services
Automate financial categorization
Generate reports and insights
Cash flow planning and reporting (selected plans)
Improve system performance

We do not sell personal information.

3. Legal Basis

Processing may be based on:

contract performance
legitimate interest
consent (e.g., marketing)
legal compliance etc.

4. Disclosure

We may disclose information to:

Hosting and cloud infrastructure providers
Banking API providers
Xero (if connected)
Payment processors
Professional advisors
Regulators where required

All third parties must apply appropriate security.

5. International Transfers

Data may be stored inside Canada, the U.S., or other jurisdictions with safeguards.

6. Data Retention

We retain data as required by:

legal/regulatory obligations
bookkeeping best practices
contractual commitments

You may request deletion unless retention is legally required.

7. Your Rights

Depending on location, you may request:

access
correction
deletion
portability
restriction

8. Cookies

We use cookies for analytics and improved performance.

9. Children

Not intended for users under 18.

10. Changes

We may update this Statement.
Continued use = acceptance.

11. Contact

Outsource CFO Limited trading as Clarity
Edmonton, Alberta
Email: legal@tryclaritytoday.com