Privacy Policy

Accordia ("Accordia," "we," "our," or "us") provides managed automation infrastructure and related products and services, including applications, integrations, workflows, websites, and support services that may connect with third-party platforms such as QuickBooks and Wix. This Privacy Policy explains what information we collect, access, use, disclose, retain, and delete when you use our website, applications, integrations, or related services.

This Privacy Policy is intended to be easy to understand and to avoid surprises. If you have questions about our privacy practices, use the support request form.

Scope

This Privacy Policy applies to:

• the Accordia website.
• Accordia-hosted applications and integration experiences.
• customer support and business communications with Accordia
• data that an authorized user allows Accordia to access from connected third-party platforms such as QuickBooks or Wix.

Use of third-party platforms remains subject to those providers' own terms, privacy policies, and settings.

Information We Collect or Access

Depending on how you interact with Accordia, we may collect or access the following categories of information.

1. Account and Contact Information

We may collect information such as:

• name
• business name
• email address
• phone number
• role or account administrator status
• other information you provide when contacting us, requesting support, or using our services.

2. Website, Device, and Technical Information

When you use the Accordia website or applications, we may collect technical and usage information such as:

• IP address
• browser type
• device information
• timestamps
• request and response metadata
• error and diagnostic logs
• security and fraud-prevention signals

We use this information to operate, secure, troubleshoot, maintain, and improve our services.

3. Support and Communications Information

If you contact Accordia or use a support or chat feature, we may collect:

• the content of your messages
• support history
• attachments or materials you provide
• metadata associated with the communication
• information needed to troubleshoot the issue

If you use the website chat widget, we process the messages you submit and related technical data needed to deliver the chat experience. We do not restore prior chat sessions after the browser or chat window is closed unless and until we intentionally add that functionality and update this Privacy Policy accordingly.

4. Configuration and Integration Information

To configure and maintain integrations, we may collect or generate:

• integration settings
• workflow configuration data
• connection metadata
• account identifiers
• environment details
• sync state and status information
• audit, troubleshooting, or operational records needed to keep the integration working

5. QuickBooks and Other Connected-Platform Data

When an authorized administrator connects Accordia to QuickBooks or another connected platform, Accordia may access and process only the data reasonably necessary to provide the enabled functionality.

For QuickBooks-connected functionality, this may include:

• company and connection information needed to establish, maintain, support, and secure the integration
• billing and invoice information
• customer and payment information
• credit and adjustment information
• custom, memo, or reference fields if needed to match records to the customer workflow, including job or shop references
• technical metadata needed to keep records current, support the integration, and troubleshoot issues.

Accordia does not collect or use QuickBooks or other connected-platform data that is not needed for the stated purpose of the applicable Accordia feature or integration.

How We Use Information

We use information for the following purposes:

• to provide, operate, maintain, and support Accordia services
• to authenticate users and maintain connected integrations
• to process connected-platform data necessary for the specific functionality requested by the customer
• to generate workflow outputs, review artifacts, or operational insights for the customer using the service
• to troubleshoot issues, provide support, and respond to customer inquiries
• to monitor availability, detect errors, maintain logs, and secure our systems
• to improve the reliability, usability, and performance of Accordia services
• to comply with legal obligations
• to enforce our agreements
• to protect the rights, safety, security, and integrity of Accordia, our users, and others

For the avoidance of doubt, the service-improvement purpose described above does not include using QuickBooks or other connected-platform data to train AI or machine learning models, create product benchmarks, derive cross-customer insights, or improve Accordia services in a way that is not directly tied to operating the integration or workflow for the customer whose data is being processed.

We only use connected-platform data, including QuickBooks data, for the stated purpose of the Accordia application or enabled workflow.

How We Use QuickBooks Data Specifically

When a customer connects QuickBooks to Accordia, we use QuickBooks data only to provide the requested integration functionality and closely related operational support.

For example, QuickBooks data may be used to:

• establish and maintain the authorized connection
• read the accounting objects needed for the enabled Accordia workflow
• map invoices, customers, payments, credits, and related references into a customer-facing review or automation workflow
• support reconciliation, traceability, and exception review
• diagnose connection or sync issues
• secure and monitor the integration
• provide customer support for the integration

Accordia does not use QuickBooks data for:

• selling data
• data brokerage
• targeted advertising
• unrelated marketing
• training public or shared AI models
• any purpose that is materially different from what is described to the customer

If Accordia later introduces a materially different use of QuickBooks data, Accordia will update its customer-facing disclosures and obtain customer authorization before using the data for that new purpose.

Customer Choice and Authorization

QuickBooks and other connected-platform data are accessed only after an authorized user chooses to connect the platform to Accordia and grants the requested permissions through the applicable authorization flow.

If a particular use of data is necessary to provide the requested Accordia functionality, the customer may decline that use by choosing not to connect the platform or not to use the relevant functionality.

Sharing and Disclosure

Accordia does not sell personal information.

Accordia does not share one customer's QuickBooks data or other connected-platform data with another customer.

We may disclose information in the following limited circumstances:

1. Service Providers

We may share information with service providers that help us host, operate, secure, monitor, maintain, and support Accordia services. These providers may include hosting, infrastructure, security, logging, support, or internal operations providers, but they may only use the information to provide services to Accordia and not for their own unrelated purposes.

To the extent connected-platform data is processed by such providers, it is processed only on Accordia's behalf to host, secure, monitor, maintain, or support the service and not for the provider's own products, marketing, model training, or unrelated purposes.

2. Legal and Safety Reasons

We may disclose information if required to do so by law, regulation, subpoena, court order, legal process, or government request, or when reasonably necessary to protect the rights, safety, security, and integrity of Accordia, our users, or others.

3. Corporate Transaction

If Accordia is involved in a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar transaction, information may be disclosed as part of that transaction, subject to appropriate confidentiality and legal protections.

Cross-Customer Data Use

Accordia does not use identifiable QuickBooks or other connected-platform data from one customer account to provide another customer with visibility into that data.

If Accordia ever introduces benchmarking, comparative insights, or cross-customer analytics, such use would only occur using aggregated and de-identified information designed to prevent re-identification, and only after updating customer-facing disclosures and taking any other required steps.

AI Providers and Model Training

Accordia does not transmit QuickBooks or Wix customer data to third-party AI or machine learning providers.

Accordia does not use QuickBooks or Wix customer data to train public or shared AI models.

If Accordia later introduces a feature that would transmit connected-platform data to an AI or machine learning provider, Accordia will first update this Privacy Policy, disclose the provider and purpose, and obtain customer authorization before enabling that use.

Cookies and Similar Technologies

Accordia may use cookies and similar technologies for essential website and service functions such as:

• authentication
• security
• session management
• user preferences
• reliability and operational performance

Accordia does not use ad trackers or targeted advertising technologies on the website.

You can control cookies through your browser settings, although blocking certain cookies may affect site functionality.

Data Retention and Deletion

Accordia retains information only for as long as reasonably necessary for the purposes described in this Privacy Policy, unless a longer period is required by law.

Current retention approach

• Server and request logs: retained for 7 days and then deleted.
• Support and business communications: retained for as long as needed to respond to the request, maintain support history, and meet legal or operational obligations, then deleted or de-identified in accordance with Accordia's retention practices.
• Account and configuration records: retained while the customer account or service relationship remains active, and thereafter only as needed for legitimate business records, security, dispute resolution, or legal compliance.

QuickBooks-connected data

• OAuth tokens and active connection credentials: retained only while needed to maintain the authorized integration and deleted or rendered unusable promptly after disconnect, revocation, or account termination, typically within 24 hours, except where backup cycles or legal obligations require a longer period.
• Cached or stored QuickBooks-connected data: retained only as long as needed to operate the enabled functionality, maintain the workflow, support the customer, or satisfy legal obligations, and deleted within 30 days after disconnect, revocation, or account termination unless a different period is required by law or clearly disclosed for a specific feature.
• QuickBooks-related backups: deleted QuickBooks-connected data may persist in backups for a limited period until overwritten in the normal backup cycle, typically no longer than 30 days.

Wix-connected data

• Wix-connected data: retained only while the Wix integration remains active and only to provide the enabled functionality.
• Disconnect or revocation: when the Wix integration is disconnected or revoked, Wix-connected data associated with that integration is deleted at disconnect.
• Cache and backups: Accordia does not retain disconnected Wix-connected data in application caches or backups.

Where deletion is requested or required, Accordia deletes or de-identifies relevant data within the periods described above, subject to legal retention obligations, security requirements, and the need to preserve evidence relevant to disputes, abuse prevention, or legal process.

Data Security

Accordia implements technical and organizational measures designed to protect information in transit and at rest and to reduce the risk of unauthorized access, disclosure, alteration, or destruction.

These measures may include access controls, encrypted transport, logging, secrets handling, and security monitoring appropriate to the nature of the data and the services provided.

No method of transmission or storage is completely secure, and Accordia cannot guarantee absolute security.

International and Regional Scope

Accordia currently offers its services in the United States only.

If Accordia later expands its regional availability or changes its data processing footprint in a way that materially affects customers, Accordia will update this Privacy Policy as appropriate.

Your Rights and Choices

Depending on applicable law, you may have rights to:

• access personal information we hold about you
• request correction of inaccurate information
• request deletion of certain information
• request restriction of certain processing
• object to certain processing

To exercise these rights or ask privacy questions, use the support request form. We will review and respond in accordance with applicable law.

Children

Accordia services are not directed to children, and we do not knowingly collect personal information from children.

Changes to This Privacy Policy

Accordia may update this Privacy Policy from time to time. If we make a material change, we will update the "Last updated" date and may provide additional notice where appropriate.

Contact

For privacy-related requests or questions, use the support request form. We will review and respond in accordance with applicable law.