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QIT Finance Dashboard - EULA and Privacy Policy
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| <title>Finance Dashboard — Legal</title> | |
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| <h1>Finance Dashboard</h1> | |
| <p class="updated">Last updated: March 23, 2026</p> | |
| <h2 id="eula">End-User License Agreement</h2> | |
| <p>The Finance Dashboard ("Application") is an internal business tool developed by and for the Company ("Company") for the sole purpose of financial reporting and accounts receivable management.</p> | |
| <p><strong>Permitted Use.</strong> This Application is authorized for use exclusively by employees and authorized personnel of the Company. It is not distributed to or intended for use by external parties.</p> | |
| <p><strong>Data Access.</strong> The Application accesses QuickBooks Online data in read-only mode via the Intuit API. It does not create, modify, or delete any records in QuickBooks Online.</p> | |
| <p><strong>No Warranty.</strong> The Application is provided "as is" for internal operational use. the Company makes no warranties regarding its fitness for any particular purpose beyond internal reporting.</p> | |
| <p><strong>Restrictions.</strong> Users shall not redistribute, sublicense, or make the Application available to any third party without written authorization from the Company.</p> | |
| <h2 id="privacy">Privacy Policy</h2> | |
| <p><strong>Data Collection.</strong> The Application accesses the following data from QuickBooks Online: invoices, payments, customer names and balances, and accounts receivable aging reports. It also accesses ConnectWise Manage agreement and billing data.</p> | |
| <p><strong>Data Storage.</strong> All data retrieved from QuickBooks Online and ConnectWise is stored locally on Company-owned hardware. No data is transmitted to external servers, cloud services, or third parties.</p> | |
| <p><strong>Data Sharing.</strong> the Company does not sell, share, or distribute any QuickBooks Online or ConnectWise data to third parties. Financial reports generated by the Application may be shared with the Company's authorized financial advisors (e.g., vCFO) in the normal course of business.</p> | |
| <p><strong>Data Retention.</strong> Historical financial snapshots are retained locally for trend analysis. Users may delete stored data at any time by removing files from the application's data directory.</p> | |
| <p><strong>Security.</strong> API credentials and authentication tokens are stored locally on encrypted, Company-managed devices. Access to the Application is restricted to authorized personnel.</p> | |
| <p><strong>Contact.</strong> For questions about this privacy policy, contact the Company.</p> | |
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