Privacy Policy

Last updated: August 26, 2026

Who we are

The Financial Dashboard ("the Dashboard") is a read-only financial reporting tool operated by Alignment Ops ("we", "us"). Each client organization has its own workspace, accessible only to the members that organization's owner or admin has invited. Where the Dashboard is shown as a demonstration, it may be connected to an Intuit sandbox company containing sample data.

What we collect

• Account information for members: email address, display name, and the role and organization they belong to.
• Organization settings you provide: organization name, tagline, colors, and any logo you upload.
• Read-only accounting data pulled from QuickBooks Online for the company you connect — profit and loss, account groupings, and supporting transaction detail such as date, vendor or customer name, memo, and amount.
• Any financial data files you choose to upload as an alternative to a live connection.
• OAuth access and refresh tokens issued by Intuit, used solely to read from QuickBooks Online on your behalf.
• Operational records: sync history and error logs used to troubleshoot the connection.

We do not use advertising trackers, and we do not collect payment card details in the Dashboard.

How we use it

Data is used only to authenticate members, display financial reports within your organization's workspace, keep those reports up to date, and support and troubleshoot the Dashboard. We do not sell your data, use it to train models, or share it for advertising. We never write to or modify anything in your QuickBooks Online company file.

Automated refresh

A scheduled job runs on a weekly basis to refresh reports and keep the Intuit authorization from lapsing. It performs the same read-only requests as a manual sync. Intuit's refresh authorization expires roughly every 100 days of inactivity, after which an admin must reconnect.

Service providers

We rely on a small number of processors to run the Dashboard: Intuit (QuickBooks Online, the source of accounting data), a managed Postgres and object-storage backend for stored data and uploaded logos, and a hosting provider that serves the application. These providers process data only to deliver the Dashboard.

Separation between organizations

Every stored record is tagged with its organization and protected by row-level security policies, so members of one organization cannot read another organization's financial data, tokens, or sync history. Client deployments may also be run as fully separate instances.

Retention & deletion

QuickBooks data and tokens are retained while the connection is active. An owner or admin may disconnect QuickBooks at any time from the Dashboard or from Intuit account settings, which immediately invalidates the tokens we hold, and may clear all stored financial data from the Dashboard in one action. On written request we will delete remaining stored organization data, including account records, within 30 days.

Security

Data is stored in a managed Postgres database with row-level security, encrypted at rest, and transmitted over TLS. Intuit tokens are readable only by privileged server-side code, never by the browser. Uploaded logos are held in private storage and served through short-lived signed links. No system is perfectly secure, so please report any suspected issue to us promptly.

Your choices

You may request access to, correction of, or deletion of your account information, ask for an export of your organization's stored data, or withdraw the QuickBooks authorization at any time. Contact us using the details below and we will respond within a reasonable period.

Changes

We will update this policy as the Dashboard evolves and revise the "last updated" date above.

Contact

Questions or requests about this policy: contact your dashboard administrator.