Privacy Policy – Ledgermate

I. Introduction

Welcome to Ledgermate. This Privacy Policy explains how Ledgermate ("we," "us," or "our") collects, uses, and protects data when you use our online accounting software and white-label solutions. By using Ledgermate, you agree to the practices described here.

II. Roles and Responsibilities

  • Direct Customers: For businesses using Ledgermate directly, we act as the Data Controller.
  • White-Label / End-Users: For users accessing a branded version provided by a third party, that provider is the Data Controller and Ledgermate acts as the Data Processing Provider.

III. Information We Collect

CategoryExamples
Account DataName, email, business address, tax ID, billing information
Financial DataInvoices, bank feeds, transaction history, payroll data
Technical DataIP address, browser type, device information, usage logs
IntegrationsData from linked applications such as Stripe, PayPal, or Bank APIs

IV. How We Use Your Data

We process financial data strictly to:

  • Generate financial reports and automate bookkeeping.
  • Maintain the security and integrity of the platform.
  • Comply with global tax and accounting regulations (e.g., FTA, FBR, GAAP, IFRS).
  • Provide customer support and troubleshoot technical issues.

Ledgermate does not sell customer financial records or personal information related to an individual or a company.

V. Data Sharing and White-Labeling

  • Sub-processors: We share data with trusted infrastructure providers (such as cloud hosting and payment gateways). A complete list is available upon request.
  • White-Label Customization: When using a white-label version, data is shared with the primary license holder (your service provider).

VI. Global Compliance & Data Transfers

  • GDPR (EU/UK): We rely on Standard Contractual Clauses (SCCs) for transfers outside the EEA.
  • Data Sovereignty: Users may request data localization where supported by our infrastructure.
  • Your Rights: You may access, rectify, delete, or export (data portability) your data at any time.

VII. Security Measures

We employ a “Defense in Depth” security strategy, including:

  • Encryption: AES-256 at rest and TLS 1.3 in transit.
  • Access Control: Multi-factor authentication (MFA) and role-based access.
  • Audits: Regular penetration testing and vulnerability assessments.

VIII. Specialized White-Label Clause

“Ledgermate provides a platform for third-party providers to offer accounting services. While we provide the technology, the white-label provider is responsible for their own privacy practices. We encourage you to review the specific privacy policy of the branded service you are using.”

IX. Next Steps

  • Establish a Data Processing Agreement (DPA) for white-label clients.
  • Implement a granular cookie consent banner for non-essential cookies.
  • Add regional privacy annexes where required (e.g., LGPD, CPRA).