Privacy Policy

What we collect

Account details (name, email), the business data you enter or import, and data from services you choose to connect, such as bank transactions.

Basic technical information like browser type and sign-in times, used for security.

How we use it

To provide Caddy: showing your records, matching bank deposits to invoices, sending sign-in and notification emails, and keeping your account secure.

We do not sell your data or the data of your contacts.

Who can see it

Only members of your workspace, based on the roles you assign. Service providers that host and run Caddy (for example our database, email, and bank-connection providers) process data on our behalf.

Your choices

You can export, correct, or delete your data, and disconnect any connected service at any time.