Effective Date: August 2, 2026
ClearFinance (“ClearFinance,” “we,” “us,” or “our”) provides tools for managing CashBooks, income, expenses, loans, invoices, estimates, recurring bills, clients, and business information. This Privacy Policy explains what information the ClearFinance app collects, how we use it, and the choices available to you.
Depending on how you use ClearFinance, you may provide:
When you create or sign in to an account, we may receive:
You may enter information such as:
This information may contain financial or business details. You control what information you enter into the app.
If you use the AI Estimate Builder, you may submit:
This information is used to generate suggested estimate line items. AI-generated results should be reviewed for accuracy before being used or sent to another person.
If you contact us, we may receive the information you include in your message, such as your email address, app version, device information, and details about your question or problem.
ClearFinance can be used in local mode. In local mode, your financial records are stored on your device using local app storage.
Local information may include:
In local mode, ClearFinance does not routinely transmit these records to our servers. Removing the app or clearing its app data may remove locally stored information. You are responsible for maintaining backups of local-only information.
If you choose to sign in and use cloud features, your ClearFinance records may be transmitted to and stored on our servers so they can sync across supported devices.
Cloud-synced information may include:
We use cloud storage and authentication services to provide account access and synchronization. Data is transmitted over encrypted connections when supported by the service and platform.
You may use ClearFinance without signing in, subject to the features available in local mode.
ClearFinance uses selected third-party providers to operate specific app features:
Clerk provides account authentication and sign-in services. Clerk may process account information, email addresses, authentication data, and account identifiers when you create or use a ClearFinance account.
RevenueCat and Apple may process subscription, purchase, entitlement, customer, app, and device-related information to process subscriptions, restore purchases, and determine whether premium features are available.
ClearFinance does not receive your complete payment card number from Apple. Payment processing is handled by Apple under its terms and policies.
The AI Estimate Builder uses OpenAI-powered services to process project descriptions, voice transcripts or recordings, and images that you choose to submit. This processing is used to generate estimate suggestions.
Do not submit sensitive information that is not necessary for creating an estimate. AI results may be incomplete or inaccurate and should be reviewed before use.
We may use hosting, database, storage, security, and infrastructure providers to operate the ClearFinance API and cloud features. These providers process information only as needed to provide services to ClearFinance.
We use information to:
We do not sell your personal information.
We do not use your financial records for targeted advertising. ClearFinance does not include advertising networks or a general-purpose behavioral analytics system.
ClearFinance may open your device’s email or text-message application so you can share an invoice, estimate, reminder, or loan message. ClearFinance does not collect or read the contents of your personal email messages or text messages.
When you choose to share information, the recipient and the email or messaging provider may receive the information included in the message.
The AI Estimate Builder may request access to your microphone so you can record a voice description of a project. It may request access to your photo library so you can select project images.
ClearFinance uses these permissions only when you choose to use the related feature. You can deny permission or change permission settings through your device settings. Audio recordings and images submitted to the AI Estimate Builder may be transmitted to service providers to process your request.
We retain cloud account information and cloud-synced records for as long as needed to provide the service, maintain your account, comply with legal obligations, resolve disputes, and enforce agreements.
Local-only records remain on your device until you delete them, clear the app’s data, or uninstall the app.
Third-party providers may retain information according to their own privacy policies, contracts, and legal obligations.
You may delete your ClearFinance account from the Account screen when signed in.
Account deletion is intended to:
Account deletion is permanent and cannot be undone. Subscription cancellation is separate from account deletion. You must manage subscriptions through the Apple App Store or the relevant purchase platform.
You may also contact us at support@clearfinance.app for questions about account or data deletion.
We use reasonable technical and organizational measures to protect information handled through ClearFinance. However, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security.
You are responsible for protecting access to your device, account, password, and email account.
ClearFinance is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so we can review and delete it where appropriate.
Depending on where you live, you may have rights to:
To make a privacy request, contact us at support@clearfinance.app. We may need to verify your identity before completing a request.
ClearFinance relies on third-party services, including Clerk, RevenueCat, Apple, Google, OpenAI, and hosting providers. Those providers may process information under their own privacy policies and terms.
We encourage you to review the privacy policies of any third-party service you use through ClearFinance.
We may update this Privacy Policy from time to time. When we make changes, we will update the Effective Date and may provide additional notice in the app when appropriate.
If you have questions about this Privacy Policy, your information, or account deletion, contact:
Email: support@clearfinance.app