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Privacy Policy
Last updated: April 2026
Be Development LLC ("we," "us," or "our") operates ClosedBooks.ai, an AI-powered accounting and bookkeeping service. This Privacy Policy explains how we collect, use, store, and protect your information when you use our service.
1. Information We Collect
We collect the following types of information to provide our service:
- Account Information: Your name, email address, and company name.
- Financial Data: Transaction data, account balances, and related financial information from platforms you connect, including Shopify, Amazon, Stripe, PayPal, Etsy, eBay, bank accounts (via Plaid), QuickBooks, and Xero.
- Transaction Volume: Aggregate data about your transaction activity to determine service scope.
- Usage Data: Basic information about how you interact with our service, such as pages visited and features used.
2. How We Use Your Information
Your data is used to provide AI-powered accounting and bookkeeping services. Specifically:
- AI Processing: Your financial transactions are categorized, reconciled, and organized by AI agents. This is the core function of our service.
- Account Management: To create and maintain your account, communicate with you about your service, and provide customer support.
- Service Improvement: To understand usage patterns and improve the quality and reliability of our AI models and platform.
3. Third-Party Services
We use the following third-party services to operate ClosedBooks.ai:
- Plaid: To securely connect your bank accounts and retrieve financial data. Plaid's use of your data is governed by their own privacy policy.
- Anthropic (Claude AI): Provides AI processing capabilities for transaction categorization and reconciliation.
- Nous Research (Hermes): Provides supplemental AI processing for financial data analysis.
- OpenClaw: Our AI infrastructure layer for coordinating accounting agents.
- FormSubmit: Processes contact form submissions on our website.
We only share the minimum data necessary for each third-party service to perform its function. We do not sell your personal information to any third party.
4. Data Security
We take the security of your financial data seriously:
- All data is stored in encrypted PostgreSQL databases on private servers.
- Data is encrypted both in transit (TLS) and at rest.
- Access to production systems is restricted and monitored.
- We perform regular security reviews of our infrastructure.
5. Cookies
We do not use tracking cookies or third-party advertising cookies. We only use essential cookies required for basic site functionality, such as maintaining your session.
6. Data Retention
We retain your data for as long as your account is active and as needed to provide our services. If you close your account or request deletion, we will remove your data within 30 days, except where we are required by law to retain certain records (e.g., for tax or compliance purposes).
7. Your Rights
You have the following rights regarding your personal data:
- Access: You can request a copy of the personal data we hold about you.
- Deletion: You can request that we delete your personal data. We will comply within 30 days, subject to legal retention requirements.
- Portability: You can request your data in a structured, machine-readable format.
- Correction: You can request that we correct any inaccurate information.
- Objection: You can object to certain types of data processing.
To exercise any of these rights, contact us at hello@onejumper.co.
8. California Privacy Rights (CCPA)
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):
- The right to know what personal information we collect, use, and disclose.
- The right to request deletion of your personal information.
- The right to opt out of the sale of your personal information. Note: we do not sell personal information.
- The right to non-discrimination for exercising your privacy rights.
To submit a CCPA request, email us at hello@onejumper.co. We will verify your identity before processing your request.
9. Children's Privacy
ClosedBooks.ai is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page and updating the "Last updated" date. Your continued use of the service after changes are posted constitutes acceptance of the revised policy.
11. Contact Us
If you have questions about this Privacy Policy or your data, contact us at:
Be Development LLC
Email: hello@onejumper.co