CashBrief.ai Privacy Policy Draft

Last updated: 2026-05-22

CashBrief.ai is self-serve AI-assisted cash report software. It helps small business owners connect business bank/card accounts, review suggested transaction categories, answer unclear items, generate weekly cash reports, and create CPA export files.

This draft is operational website copy for early pilots. It should be reviewed before broad public launch.

Information We Collect

CashBrief.ai may collect:

  • Business name, owner name, contact email, and phone number.
  • Bank and card account metadata, such as account name, type, and masked account number.
  • Transaction data, including date, description, merchant, amount, and account.
  • Customer answers to transaction questions.
  • Report and export history.
  • Billing status and Stripe customer/session identifiers when payment is enabled.

    • CashBrief.ai does not collect full bank login credentials. Bank connection is handled through Plaid.

    How We Use Information

    CashBrief.ai uses information to:

  • Import business bank and card transactions selected by the customer.
  • Suggest transaction categories using AI-assisted rules and automated rules.
  • Show unclear items for customer review.
  • Generate weekly cash reports.
  • Generate CPA export files.
  • Manage onboarding, billing status, product support, and product quality.

    • What CashBrief.ai Does Not Do

    CashBrief.ai is software. CashBrief.ai does not provide bookkeeping, tax, legal, payroll, audit, CPA, or investment services. CashBrief.ai does not move money, pay bills, file taxes, prepare tax returns, make accounting elections, or decide final tax/accounting treatment.

    Sharing

    CashBrief.ai does not sell customer data. Data may be shared only with:

  • The customer.
  • Authorized product administrators.
  • Service providers needed to run the product, such as bank-data providers, hosting providers, email providers, and payment processors.
  • A CPA or bookkeeper only when the customer chooses to share an export.

    • Data Security

    CashBrief.ai stores bank access tokens using encryption and restricts admin access. Customers should avoid connecting non-business accounts unless they want those transactions included in reports.

    Data Retention

    CashBrief.ai retains customer transaction/report data while the account is active and for a reasonable operational period after cancellation, unless the customer requests deletion and retention is not legally required.

    Customer Choices

    Customers may request bank disconnection, export of their data, or deletion of their data. Customers can also revoke bank access through their bank or Plaid where supported.

    Contact

    CashBrief.ai

    Operated initially by Carrier Benchmark LLC