Privacy Policy
Last Updated: January 14, 2026
Porter Operations LLC ("Porter," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial automation platform and services (the "Service").
By using Porter, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with our policies and practices, please do not use our Service.
1. Information We Collect
1.1 Information You Provide
- Account Information: When you create an account, we collect your name, email address, company name, and password.
- Payment Information: If you subscribe to paid features, our payment processor collects billing information. We do not store complete credit card numbers.
- Communications: If you contact us, we collect the information you provide in your communications.
1.2 Financial Data from QuickBooks Online
When you connect Porter to your QuickBooks Online account, we access and store the following data with your explicit authorization:
- Company information
- Chart of accounts
- Transactions (invoices, bills, expenses, journal entries, etc.)
- Customers and vendors
- Bank account information and transactions
- Financial reports and balances
- Custom fields and tags
1.3 Automatically Collected Information
- Usage Data: We collect information about how you interact with Porter, including features used, pages viewed, and time spent on the Service.
- Device Information: We collect information about the device and browser you use to access Porter, including IP address, browser type, and operating system.
- Cookies and Similar Technologies: We use cookies and similar tracking technologies to improve your experience. You can control cookie preferences through your browser settings.
2. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve Porter's financial automation services
- Process and analyze your financial data to generate insights, reports, and recommendations
- Provide AI-powered business analysis and financial intelligence
- Sync data between Porter and your QuickBooks Online account
- Identify and categorize transactions automatically
- Detect anomalies and provide variance analysis
- Send you service-related notifications and updates
- Respond to your requests and provide customer support
- Monitor and analyze usage patterns to improve our Service
- Detect, prevent, and address technical issues and security threats
- Comply with legal obligations
3. AI Processing and Third-Party Services
3.1 AI-Powered Features
Porter uses artificial intelligence to analyze your financial data and provide insights. When you use AI-powered features:
- Your financial data may be processed by third-party AI service providers (including but not limited to OpenAI and Anthropic)
- Data is transmitted securely and used solely to provide you with requested analysis and insights
- AI providers are contractually prohibited from using your data to train their models or for any purpose other than providing services to Porter
- No personally identifiable information is shared beyond what is necessary to process your requests
3.2 QuickBooks Online Integration
Porter integrates with QuickBooks Online through Intuit's official API:
- We access your QuickBooks data only with your explicit OAuth 2.0 authorization
- You can revoke Porter's access to your QuickBooks data at any time through QuickBooks' App Management settings
- We comply with Intuit's security requirements and developer terms of service
- Your QuickBooks credentials are never stored by Porter
3.3 Other Third-Party Services
We may use additional third-party services for:
- Payment processing (Stripe or similar)
- Analytics and monitoring
- Email delivery
- Cloud hosting and infrastructure
4. How We Share Your Information
We do not sell your personal or financial information. We may share your information only in the following circumstances:
4.1 With Your Consent
We may share your information when you explicitly authorize us to do so.
4.2 Service Providers
We share information with third-party service providers who perform services on our behalf, such as:
- Cloud hosting providers
- AI and machine learning service providers
- Payment processors
- Analytics providers
- Customer support tools
These service providers are contractually obligated to protect your information and use it only for the purposes we specify.
4.3 Legal Requirements
We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency), including to:
- Comply with legal obligations
- Protect and defend our rights or property
- Prevent or investigate possible wrongdoing
- Protect the personal safety of users or the public
4.4 Business Transfers
If Porter is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information is transferred and becomes subject to a different privacy policy.
5. Data Security
We implement industry-standard security measures to protect your information:
- Encryption: All data is encrypted in transit using TLS/SSL and at rest using AES-256 encryption
- Access Controls: We implement strict access controls and authentication requirements for our systems
- Secure Infrastructure: We use reputable cloud providers with SOC 2 compliance
- Regular Security Audits: We conduct regular security assessments and vulnerability testing
- Employee Training: Our team is trained on data protection and security best practices
While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.
6. Data Retention
We retain your information for as long as necessary to:
- Provide you with our Service
- Comply with legal obligations
- Resolve disputes
- Enforce our agreements
When you disconnect your QuickBooks account or delete your Porter account, we will delete or anonymize your financial data within 30 days, except where we are required to retain it for legal or regulatory purposes.
7. Your Rights and Choices
7.1 Access and Correction
You have the right to access and update your personal information through your Porter account settings.
7.2 Data Portability
You can export your data from Porter at any time through our data export feature.
7.3 Deletion
You can request deletion of your account and associated data by contacting us at the email address below. We will respond to your request within 30 days.
7.4 QuickBooks Access
You can revoke Porter's access to your QuickBooks data at any time through QuickBooks Online's Apps settings or by disconnecting within Porter.
7.5 Marketing Communications
You can opt out of marketing emails by clicking the "unsubscribe" link in any marketing email or by updating your communication preferences in your account settings.
7.6 Cookies
You can control cookies through your browser settings. Note that disabling cookies may affect the functionality of our Service.
8. Children's Privacy
Porter is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.
9. International Data Transfers
Porter is based in the United States. Your information may be transferred to and processed in the United States or other countries where our service providers operate. By using Porter, you consent to the transfer of your information to countries outside your country of residence, which may have different data protection rules.
10. California Privacy Rights
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA):
- Right to Know: You can request information about the personal information we collect, use, and disclose
- Right to Delete: You can request deletion of your personal information
- Right to Opt-Out: We do not sell personal information
- Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights
To exercise these rights, contact us using the information below.
11. European Privacy Rights
If you are located in the European Economic Area (EEA), you have rights under the General Data Protection Regulation (GDPR):
- Right to access your personal data
- Right to rectification of inaccurate data
- Right to erasure ("right to be forgotten")
- Right to restrict processing
- Right to data portability
- Right to object to processing
- Right to withdraw consent
Our legal basis for processing your information includes:
- Consent: You have given explicit consent for processing
- Contract: Processing is necessary to perform our contract with you
- Legitimate Interests: Processing is necessary for our legitimate business interests
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by:
- Posting the new Privacy Policy on this page
- Updating the "Last Updated" date
- Sending you an email notification for significant changes
Your continued use of Porter after changes become effective constitutes acceptance of the revised Privacy Policy.
13. Contact Us