Privacy Policy

Wabble provides software for finance operations, accounting workflows, document handling, approvals, reporting, integrations, and AI-assisted workflow support.

Because Wabble is used for business finance workflows, the information handled through the service may include personal information, business records, financial documents, customer or supplier details, employee-related records, invoices, receipts, files, messages, and integration data.

We process this information to provide the service, support your workflows, maintain security, improve Wabble, and comply with applicable obligations.

The information we collect depends on how you use Wabble.

Account and contact information

We may collect:

• name
• work email address
• phone number
• company or organization name
• job title or role
• login details
• authentication information
• account preferences

Website, demo, and waitlist information

When you visit our website, request a demo, join a waitlist, contact us, or submit a form, we may collect:

• contact details
• company information
• message content
• product interest
• referral source
• communication history

Product and workspace data

When you use Wabble, you may upload, create, connect, or process business data such as:

• invoices
• quotations
• bills
• receipts
• bank statements
• accounting records
• customer and supplier details
• employee or payroll-related files
• approval records
• documents and attachments
• comments, notes, and workflow activity
• reports and exported files
• other finance or business workflow data

Integration data

If you connect third-party services to Wabble, we may collect and process information from those services based on the permissions you grant.

This may include data from services such as:

• Microsoft
• Google
• Outlook
• OneDrive
• Xero
• other accounting, storage, identity, payment, communication, or business systems

The exact information depends on the integration, your settings, and the permissions approved through the third-party provider.

AI and workflow information

When you use AI-assisted features, we may process:

• prompts and user instructions
• conversation context
• uploaded or connected documents used for a request
• workflow details
• generated drafts, summaries, classifications, or suggestions
• feedback or corrections
• usage metadata related to AI activity

We use AI-assisted features to support workflow preparation, drafting, classification, extraction, summaries, and explanations.

Usage, device, and technical information

We may collect:

• IP address
• browser type
• device type
• operating system
• pages viewed
• referring pages
• timestamps
• session activity
• approximate location derived from IP address
• error logs
• performance data
• feature usage
• security and audit logs

Cookies and local storage

We may use cookies, local storage, session storage, and similar technologies to operate the website and application.

These may store:

• session identifiers
• login state
• cookie preferences
• language or region preferences
• theme settings
• onboarding state
• analytics identifiers
• security signals

More details are available in our Cookie Policy.

We use information to:

• provide, operate, and maintain Wabble
• create and manage accounts
• authenticate users and keep accounts secure
• provide website, app, and workspace functionality
• process files, documents, records, and workflows
• enable integrations requested by users
• provide AI-assisted features
• prepare drafts, summaries, classifications, and workflow suggestions
• support approvals, audit trails, and operational records
• respond to demo requests, waitlist forms, support messages, and inquiries
• improve product quality, reliability, and usability
• monitor performance and troubleshoot issues
• prevent fraud, abuse, unauthorized access, and security risks
• enforce our Terms of Service
• comply with legal, tax, accounting, security, and regulatory obligations
• protect the rights, property, and safety of Wabble, users, and others

Wabble may use AI models and related systems to provide AI-assisted features.

AI-assisted features may help with:

• answering user questions
• summarizing documents or records
• drafting messages or workflow content
• classifying files
• extracting information from documents
• preparing bookkeeping or finance workflow suggestions
• explaining operational or financial information
• helping users navigate Wabble

AI outputs may be incomplete, inaccurate, or unsuitable for your specific situation. Users are responsible for reviewing outputs before relying on them for accounting, tax, payroll, compliance, legal, investment, or business-critical decisions.

We may use third-party AI infrastructure providers, such as Azure OpenAI or similar providers, to process AI requests. We do not intend for AI features to replace human review, professional judgment, or required approvals.

Where possible, we design AI processing to operate within workspace permissions, integration permissions, and security boundaries.

We may share information in the following situations.

Service providers

We may share information with trusted service providers that help us operate Wabble, such as:

• cloud hosting providers
• database and storage providers
• authentication providers
• analytics providers
• AI infrastructure providers
• email and communication providers
• monitoring and security tools
• payment and billing providers
• support tools

These providers may process information only as needed to provide services to Wabble.

Third-party integrations you connect

When you connect a third-party service, Wabble may share or receive information as needed to operate that integration.

For example, if you connect an accounting system, cloud storage account, email account, or identity provider, data may flow between Wabble and that provider based on the permissions you approve.

Legal and safety reasons

We may disclose information if we believe it is reasonably necessary to:

• comply with law, regulation, court order, or legal process
• enforce our Terms of Service
• investigate misuse, fraud, or security incidents
• protect the rights, safety, and property of Wabble, users, or others
• prevent harm or unauthorized access

Business transfers

If Wabble is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar transaction, information may be transferred as part of that process, subject to appropriate confidentiality and legal safeguards.

Professional advisors

We may share information with lawyers, accountants, auditors, insurers, banks, and other professional advisors where needed for business, legal, tax, insurance, or compliance purposes.

We do not sell personal information for money.

We use cookies and similar technologies to run Wabble, keep users signed in, remember preferences, secure the service, understand engagement, and improve performance.

Our website may use analytics or behavioral measurement tools such as Google Analytics, Microsoft Clarity, Vercel analytics, or similar technologies.

You can usually control cookies through your browser settings. Depending on your region, we may provide additional controls for non-essential cookies.

More details are available in our Cookie Policy.

We keep personal information for as long as reasonably necessary to provide Wabble, support account continuity, maintain business records, resolve disputes, comply with legal obligations, enforce agreements, and protect our rights.

Retention periods may vary depending on:

• the type of information
• whether you have an active account
• whether the data is part of a business workspace
• legal, tax, accounting, or compliance requirements
• security and audit needs
• backup and disaster recovery practices

When information is no longer needed, we may delete it, anonymize it, or retain it only as required or permitted by law.

We use administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

These safeguards may include:

• access controls
• authentication protections
• encryption where appropriate
• secure infrastructure providers
• audit and activity records
• monitoring and logging
• internal access restrictions
• backup and recovery practices

No method of transmission or storage is completely secure. Users are responsible for protecting their accounts, passwords, devices, and connected services.

Wabble may use infrastructure, service providers, personnel, or systems located in different countries.

This means information may be processed, stored, or accessed outside the country where it was originally collected.

Where applicable, we take reasonable steps to support lawful cross-border handling of personal information.

Depending on where you are located, you may have rights to:

• access personal information
• correct inaccurate information
• delete certain information
• restrict certain processing
• object to certain processing
• export certain information
• withdraw consent where processing is based on consent
• manage marketing preferences
• manage cookie preferences

You can contact us to request assistance with privacy-related inquiries. We may need to verify your identity before completing certain requests.

Some information may need to be retained where required for legal, accounting, security, dispute, audit, or legitimate business reasons.

If you sign up for updates, request a demo, join a waitlist, or otherwise contact us, we may send you product, company, or marketing communications.

You can unsubscribe from marketing emails using the unsubscribe link in the email or by contacting us.

We may still send non-marketing messages, such as account, security, legal, billing, or service-related communications.

Wabble is intended for business and professional use.

Wabble is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

If you believe a child has provided personal information to Wabble, contact us so we can take appropriate steps.

Wabble may contain links to third-party websites, services, integrations, or platforms.

This Privacy Policy does not apply to third-party services. Their privacy practices are governed by their own policies.

You should review the privacy notices and permissions of third-party services before connecting or using them with Wabble.

We may update this Privacy Policy from time to time.

When we do, we will post the updated version on this page and revise the “Last updated” date. If changes are material, we may provide additional notice through the service, by email, or by another reasonable method.

Your continued use of Wabble after an updated Privacy Policy becomes effective means you acknowledge the updated policy.

For privacy questions, requests, or concerns, contact us at:

info@wabble.finance