Privacy Policy

Last Updated: November 6, 2026

1. Introduction

Welcome to OFXStatement ("we," "our," or "us"). We are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

2. Information We Collect

We collect information that you provide directly to us, including:

  • Account information (name, email address, password)
  • Profile information (job title, company)
  • Billing information (credit card details, billing address)
  • User content (documents uploaded for processing)
  • Communications (when you contact our support)

Advertising measurement

We advertise on Google and Microsoft Bing. When you arrive from one of our ads, we keep the ad click identifier (such as gclid or msclkid) and the campaign parameters in a first-party cookie for up to 90 days, and store them with your account, so we know which ads lead to signups and purchases. We do not load advertising tags or pixels from Google or Microsoft on this site, and we send no names, email addresses or payment details to them. You can block these cookies in your browser settings.

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process transactions and send related information
  • Respond to your comments, questions, and requests
  • Send technical notices, updates, security alerts, and support messages
  • Monitor and analyze trends, usage, and activities in connection with our services
  • Detect, investigate, and prevent fraudulent transactions and other illegal activities
  • Personalize and improve your experience

4. Data Retention

We keep the information on your account, including your uploaded statements and your extractions, for as long as the account exists. Ending or cancelling a subscription does not delete anything, so you can come back to your account later and find your work where you left it.

We delete that content only when you ask us to. You can request it when you cancel your subscription, or by contacting us. Once requested, the deletion runs 30 days after your paid period ends, and we email you before it happens so you have time to download your files. We may keep information for longer where we need it to comply with our legal obligations, resolve disputes, and enforce our agreements.

5. Data Security

We implement appropriate technical and organizational measures to protect the security of your personal information. However, please note that no method of transmission over the Internet or method of electronic storage is 100% secure.

6. Third-Party Services

Our service may contain links to third-party websites or services that are not owned or controlled by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party websites or services.

7. Children's Privacy

Our service is not intended for use by children under the age of 13. We do not knowingly collect personal information from children under 13.

8. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us through the chat support on our website or email support@ofxstatement.com.