Privacy Policy

Who is responsible for what

IntegralChase is operated by Kyrova Holdings LLC, United States.

Your account information: we decide how it's used, as described below.

Your clients' information and documents: you decide what to collect and why. For client information that a firm submits to IntegralChase, we process it to provide, maintain, secure and support the service under our agreement with the firm, and our use of it is subject to that agreement and applicable law. If you're a client who uploaded documents, please contact the firm that asked for them first. We'll also help if you contact us directly.

What we collect

• Account details: your name, business name and email address. If you use Google sign-in, the basic profile Google shares (name and email).
• Client details you enter: business names, contact names, email addresses, phone numbers and notes.
• Requests and documents: your checklists and requests, the files your clients upload, and the notes they add (for example “I'll send it later”).
• Bank statement entries: if you import a client's bank statement into their record, the transactions we read from it (the file itself is deleted after import).
• Automatic check results: what our checks found in an uploaded file, such as the statement month, the last four digits of an account number, or page count.
• Email records: which emails we sent (requests, reminders, notifications), to whom and when, and whether sending succeeded.
• Technical data: a sign-in cookie to keep you logged in, a cookie that remembers whether you chose our US or India site, your light or dark theme choice (stored in your browser), standard server logs kept by our hosting providers, such as IP addresses, and privacy-friendly page-view statistics (Vercel Web Analytics, which doesn't use cookies; private upload links are not included in our page statistics). The Product Hunt badge in our footer is an image loaded from Product Hunt's servers, which receive your IP address when it loads.

How we use it

• To run IntegralChase: store documents, show you what's missing, and let clients upload.
• To send emails you ask for, on your behalf: requests, reminders and notifications to you.
• To keep the service secure and fix problems.
• To reply when you contact us.

We do not sell personal information or share it for cross-context behavioral advertising, as those terms are defined under applicable US privacy laws. We also don't use it for advertising or use your documents to train AI. Automatic document checks run on our own servers; documents are not sent to AI services.

Free bank statement converter

Our free converter at /tools/bank-statement-converter can be used without an account.

• The statement you upload is read in memory to produce your Excel or CSV file and is not saved by the converter. Statement passwords, and the details you type to open a locked PDF, are used for that conversion and are not saved by the converter.
• To apply free-use limits, we count conversions per visitor using a salted hash of your IP address (we don't store the IP address for this) or, if you're signed in, per firm account. We also keep a daily total of conversions.
• Like the rest of the service, the converter is hosted on Vercel, whose standard server logs may include IP addresses.

Services we use

We rely on these providers, who process data on our behalf only to provide their service:

• Supabase: database, sign-in and file storage
• Vercel: hosting for the IntegralChase application
• Resend: sending emails
• Google: optional “Continue with Google” sign-in
• Lemon Squeezy: payments for paid plans. It is the merchant of record and handles card details and sales tax; we don't see or store your card number
• Discord: private internal alerts to our team, such as a new sign-up (name and email), a support message you send us, and the first time a firm's client uploads a document (which can include the client's business name), plus daily usage counts for the demo and free converter (no files or statement contents)

If you use “Send on WhatsApp”, your device opens WhatsApp with the message ready to send. We don't send WhatsApp messages ourselves, and WhatsApp's own terms apply once you send.

These providers may store and process data in the United States and other countries where they operate. We may also share information if required by law.

How long we keep it

• Information is kept while your account is active.
• Deleting a request or a client permanently deletes their uploaded files from storage and their records from our database.
• You can delete your whole account and all its data at any time in Settings → Delete account; that takes effect immediately. If you can't use the button, email support@integralchase.tech and we'll do it within 30 days. If you're one member of a team, deleting your account removes you and your firm keeps its data until its last member deletes the account. Apart from anything we must keep by law, we remove your data from our active systems as part of that process. Copies of database records may remain in our database provider's backups for up to 30 days after deletion, then they are overwritten.

Security

We use encryption in transit and at rest, private file storage, secret per-request links and strict account separation. See our Security page for details.

If a security breach affects personal information, we will investigate and contain it, tell the affected firms without undue delay and within 72 hours of confirming it (so they can meet their own duties to their clients and regulators), say what happened, what data was involved and what we are doing about it, and notify authorities where the law requires.

Your rights

Depending on where you live (for example under GDPR in the UK and EU, or state laws such as the CCPA in California), you may have the right to access, correct, delete or receive a copy of your personal information, and to object to certain uses. Email support@integralchase.tech and we'll respond within 30 days.

California residents

Where the California Consumer Privacy Act (CCPA) applies, California residents can ask to know, delete and correct the personal information we hold about them, and won't be treated differently for doing so. In the last 12 months we collected these categories: identifiers and contact details (name, email, phone number); account and commercial information; financial and tax information that appears in documents firms and their clients upload (such as bank statement and account details); and internet and device information (such as IP addresses in server logs). We use them for the purposes described above, and we disclosed them to the service providers listed under “Services we use” for hosting, storage, sign-in, email, payments and internal alerts. We don't sell personal information or share it for cross-context behavioral advertising, and we use sensitive personal information only to provide the service. We keep information as described under “How long we keep it”. To make a request, email support@integralchase.tech; we may need to confirm your identity first, and you can use an authorized agent. For documents a firm collected from you, contact the firm first.

Children

IntegralChase is a business tool and isn't intended for anyone under 18.

Changes

If we make significant changes, we'll update the date above and tell account holders by email before they take effect.

Contact

Questions about privacy: support@integralchase.tech
Kyrova Holdings LLC, United States