Privacy Policy

This policy explains what information TITAN Financial Pros ("we," "us") collects when you use Deltalens, our FP&A dashboard service (the "Service"), how we use it, and the choices you have.

1. Information we collect

• Accounting data you connect. When you connect QuickBooks Online, we read your company name and your invoices, sales receipts, bills and purchases (including customer and vendor names attached to those transactions) so we can show revenue, expenses and profitability. We only read this data. We do not create, change or delete anything in your QuickBooks company.
• Square. When you connect Square, we read your business name and your payments, refunds, processing fees and order items (including opaque customer identifiers Square assigns) so we can show sales, refunds and fees. We only read this data. We do not create, change or delete anything in your Square account.
• GoDaddy. When you connect GoDaddy, we store the access token you paste in and read your store's payment and refund transactions (amounts, dates and status). If you also paste a GoDaddy API key and secret, we read the titles, dates and totals of your GoDaddy purchases. We only read this data.
• Your sign-in email. If you secure a dashboard with your email, we store that email address, a record of your sign-in sessions, and one-time sign-in links (stored only as a hash). We use it only to let you sign in.
• Xero. When you sign in with Xero, we store the access and refresh tokens Xero gives us and read your invoices, bills and bank transactions (amounts, dates, contact names and status). We only read this data.
• Shopify, WooCommerce and PayPal. When you connect one of these, we store the credentials you paste in (an access token, or an API key and secret) and read your sales, refund and fee records (amounts, dates and status). We only read this data.
• Other connections. If you choose to connect Stripe or a bank account (through Plaid), we read the transaction and balance information needed to build your dashboard.
• Connection credentials. To keep your dashboard working, we store the access tokens your accounting or payment provider issues to us. We never see or store your QuickBooks, Stripe or bank password.
• Dashboard settings and content. Layout and chart choices, commentary you write, custom categories, your company name and logo, and any files (such as CSVs) you upload.
• Contact details. If you ask the Service to email you a report, the email address you provide.
• Technical data. Basic server logs (such as IP address, browser type and the pages requested) kept by our hosting provider for security and troubleshooting.

2. How we use information

• To show your dashboard, tables and charts, and to produce the PDF, Excel and email reports you request.
• To keep the Service secure, fix problems and improve it.
• To respond to you.

We do not sell your information, and we do not use it for advertising.

3. Who handles your information

We use trusted service providers to run the Service: Render (hosting), Supabase (database), Resend (sending email reports), and the providers you choose to connect (Intuit QuickBooks, Square, GoDaddy, Stripe, Plaid). They may process your information only to provide their services to us. We may also disclose information if required by law or to protect rights and safety, or as part of a business sale or reorganization, in which case this policy will continue to protect your information or you will be notified.

4. How long we keep it

We keep your connection credentials and dashboard settings until you disconnect or ask us to delete them. Your transaction data is retrieved from your accounting provider when you view or request a report. We do not keep a separate copy of your full transaction history. Reports you download or email to yourself are outside our control once they are delivered.

5. Disconnecting and deleting your data

You can disconnect Deltalens at any time from inside QuickBooks (Apps → My Apps), from your Square account (Account & Settings → Apps / Authorized applications), or from the settings of the other provider you connected. To have us delete the information we hold about you, email info@titanfinancialpros.com. We will act on verified requests within 30 days.

6. Security

Data is encrypted in transit (HTTPS). Access to dashboards requires a signed link or authorized connection, and credentials are stored in an access-controlled database. No system is perfectly secure, so we cannot guarantee absolute security. Please tell us right away if you believe your account has been accessed without permission.

7. Your choices

You may ask to see, correct or delete the information we hold about you by contacting us. Residents of some states and countries have additional rights under local law, and we will honor valid requests.

8. Children

The Service is for businesses and is not directed to anyone under 18.

9. Changes

We may update this policy. The date at the top shows when it was last changed. If a change is significant, we will give notice in the Service or by email.

10. Contact

TITAN Financial Pros
Email: info@titanfinancialpros.com