Privacy Policy
This Privacy Policy (the "Policy") explains how Finaxis Inc. ("Finaxis," "we," "us") collects, uses, stores, protects, and discloses information when you use the Finaxis platform (the "Service"), including when you connect a Google Workspace/Gmail or Microsoft 365/Outlook mailbox.
1) Who is responsible?
Finaxis Inc. (Quebec, Canada) is responsible for personal information processed in connection with the Service.
2) Roles: Customer vs Authorized Users
The Service is provided to organizations (the "Customer"). Employees/agents of the Customer who use the Service are "Authorized Users."
3) Information we collect
We may collect the following categories:
4) How we use information
We use information to:
5) Tenant isolation and non-shared use
6) Google / Microsoft: disclosures and limited use
When you connect Google Workspace/Gmail or Microsoft 365/Outlook, we process data only to provide requested features that are visible in the user interface (sending email, account-level history, AR follow-up suggestions), consistent with the permissions granted.
7) How we share information
We do not sell personal information.
8) Retention and deletion
9) Security
We implement reasonable security measures appropriate to risk, including:
10) Your choices and rights
Depending on your role (Authorized User or data subject):
11) Transfers and processing locations
Finaxis operates from Quebec. Depending on deployment architecture and the location of our service providers, information may be processed in other jurisdictions. In all cases, we apply reasonable contractual and organizational safeguards.
12) Children
The Service is a B2B product and is not intended for children.
13) Changes
We may update this Policy from time to time. The current version will be posted on our website with an updated date. If changes are material, we may provide additional notice.