Privacy Policy
Your privacy matters to us. This policy explains how Codevia collects, uses, and protects your personal information when you use our financial statement analysis platform.
Last Updated: December 2024Information We Collect
We collect various types of information to provide and improve our financial statement analysis services. The data we gather helps us deliver personalized insights and maintain the security of our platform.
Personal Information
- Full name and contact details
- Email address and phone number
- Business information and job title
- Payment and billing information
Usage Data
- Platform interaction patterns
- Financial analysis preferences
- Session duration and frequency
- Feature usage statistics
Technical Information
- IP address and location data
- Device and browser information
- Operating system details
- Cookies and tracking pixels
Financial Data
- Uploaded financial statements
- Analysis results and reports
- Custom financial metrics
- Comparative analysis data
Data Collection Methods
We collect information through direct interactions when you register, upload documents, or contact our support team. Additionally, we automatically gather technical data through cookies and analytics tools to understand how our platform is used and to identify areas for improvement.
How We Use Your Information
Your information serves multiple purposes in delivering our financial analysis services. We're committed to using your data responsibly and only for legitimate business purposes that benefit your experience.
Primary Uses
- Providing financial statement analysis and insights
- Generating customized reports and recommendations
- Processing payments and managing subscriptions
- Delivering customer support and technical assistance
- Improving platform functionality and user experience
Communication Purposes
We use your contact information to send important updates about your account, notify you of new features, and provide educational content related to financial analysis. You can control the types of communications you receive through your account settings.
Research and Development
Aggregated and anonymized data helps us understand industry trends and develop new analytical tools. This research contributes to advancing financial analysis methodologies while protecting individual privacy.
| Data Type | Purpose | Retention Period |
|---|---|---|
| Account Information | Service delivery and support | Duration of account + 3 years |
| Financial Documents | Analysis and reporting | 5 years or until deletion requested |
| Usage Analytics | Platform improvement | 2 years from collection |
| Communication Records | Support and compliance | 3 years from last interaction |
Data Sharing and Disclosure
We maintain strict controls over data sharing and only disclose information when necessary for service delivery or required by law. Your financial data remains confidential and is never sold to third parties.
Service Providers
We work with trusted third-party service providers who assist in delivering our platform. These partners include cloud hosting providers, payment processors, and analytics services. All service providers are bound by strict confidentiality agreements and data protection requirements.
Important Notice
We never sell, rent, or trade your personal information to marketing companies or data brokers. Your financial data is particularly sensitive and receives the highest level of protection.
Legal Requirements
We may disclose information when required by law, such as responding to valid legal processes, protecting our rights and property, or ensuring user safety. In such cases, we limit disclosure to the minimum necessary information.
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity. We would notify users of any such transfer and ensure continued protection of personal data under substantially similar privacy terms.
Your Privacy Rights
You have significant control over your personal information and how it's used. We've designed our platform to make exercising these rights straightforward and accessible.
Access Your Data
Request a complete copy of the personal information we hold about you, including details about how it's processed and shared.
Correct Inaccuracies
Update or correct any personal information that is inaccurate, incomplete, or outdated through your account settings or by contacting us.
Delete Your Information
Request deletion of your personal data, subject to legal and contractual obligations. We'll process deletion requests within 30 days.
Data Portability
Receive your data in a structured, machine-readable format for transfer to another service provider.
Restrict Processing
Limit how we process your information in certain circumstances, such as while disputing data accuracy.
Withdraw Consent
Withdraw consent for specific data processing activities where consent is the legal basis for processing.
How to Exercise Your Rights
To exercise any of these rights, contact us using the information provided below. We'll verify your identity and process your request within the timeframes required by applicable law. Some requests may require additional verification for security purposes.
Data Security and Protection
We implement comprehensive security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. Our security framework combines technical, administrative, and physical safeguards.
Technical Security Measures
- End-to-end encryption for data transmission and storage
- Multi-factor authentication for account access
- Regular security audits and penetration testing
- Automated threat detection and response systems
- Secure cloud infrastructure with redundant backups
Administrative Controls
Access to personal data is strictly limited to authorized personnel who require it for their job functions. All employees undergo security training and sign confidentiality agreements. We maintain detailed access logs and regularly review permissions.
Incident Response
In the unlikely event of a security incident, we have established procedures to quickly contain the issue, assess the impact, and notify affected users and relevant authorities as required by law. Our incident response team conducts regular drills to ensure readiness.
Your Role in Security
While we implement robust security measures, you also play a crucial role in protecting your account. Use strong, unique passwords, enable multi-factor authentication, and promptly report any suspicious activity. Never share your login credentials with others.
International Data Transfers
As a South African company, we primarily process data within South Africa. However, some of our service providers may process data in other countries. We ensure all international transfers comply with applicable data protection laws.
Transfer Safeguards
When data is transferred internationally, we implement appropriate safeguards such as standard contractual clauses, adequacy decisions, or other legally recognized transfer mechanisms. These measures ensure your data receives equivalent protection regardless of location.
Data Localization
Where possible, we keep South African users' data within the country or region to minimize international transfers and ensure compliance with local data protection requirements.
Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience, analyze usage patterns, and provide personalized content. You have control over how these technologies are used.
Types of Cookies We Use
- Essential cookies for platform functionality
- Analytics cookies to understand usage patterns
- Preference cookies to remember your settings
- Security cookies to protect against fraud
Managing Cookie Preferences
You can control cookie settings through your browser preferences or our cookie management tool. Disabling certain cookies may limit platform functionality, but essential features will remain available.
Children's Privacy
Our financial analysis platform is designed for business professionals and is not intended for children under 18. We do not knowingly collect personal information from minors. If we become aware of such collection, we will promptly delete the information.
Parental Notice
If you believe a child has provided personal information to us, please contact us immediately so we can investigate and take appropriate action to protect the child's privacy.
Changes to This Privacy Policy
We may update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. Significant changes will be communicated through email notifications and prominent notices on our platform.
Notification Process
We'll provide at least 30 days' notice before implementing material changes that affect how we handle your personal information. Continued use of our services after the effective date constitutes acceptance of the updated policy.
Policy Version History
Previous versions of our privacy policy are available upon request. This helps you understand how our privacy practices have evolved and ensures transparency in our data handling approaches.
Privacy Questions and Concerns
If you have questions about this privacy policy or how we handle your personal information, we're here to help. Our privacy team is available to address your concerns and assist with privacy-related requests.
We aim to respond to all privacy inquiries within 48 hours and will work diligently to resolve any concerns you may have about your personal information.