Last updated: April 16, 2026
ApexCFO, Inc. ("ApexCFO," "we," "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect information when you use our financial analytics platform at app.apex-cfo.com.
Account Information: Name, email address, and password when you create an account.
Financial Data: When you connect QuickBooks Online or upload financial files, we process your financial statements, transactions, and related accounting data to provide the Service.
Usage Data: Log data, IP addresses, browser type, and pages visited to improve the Service.
Payment Information: Billing details are collected and processed by Stripe. ApexCFO does not store full payment card numbers.
We use your information to: provide and improve the Service; process payments; send service-related communications; analyze usage to enhance features; and comply with legal obligations. We do not sell your personal or financial data to third parties.
When you connect QuickBooks Online, ApexCFO accesses your accounting data (profit & loss, balance sheet, cash flow, customer transactions) using Intuit's OAuth 2.0 authorization. We access only the data necessary to provide analytics. Your QuickBooks credentials are never stored by ApexCFO — authorization is managed entirely through Intuit's secure OAuth flow. You can disconnect the integration at any time from your dashboard.
We share data only with: (a) service providers who assist in operating the Service (Supabase for database hosting, Render for backend hosting, Vercel for frontend hosting, Stripe for payments); (b) as required by law or legal process; (c) with your explicit consent. All service providers are contractually bound to protect your data.
We implement industry-standard security measures including encryption in transit (TLS) and at rest, access controls, and regular security reviews. OAuth tokens for third-party integrations are stored in encrypted vault storage. No system is completely secure — we encourage you to use strong passwords and notify us of any security concerns.
We retain your data for as long as your account is active. Upon account termination, data is retained for 30 days to allow for export, then deleted. You may request deletion at any time by contacting us.
You have the right to access, correct, export, or delete your personal data. To exercise these rights, contact us at info@apex-cfo.com. California residents have additional rights under the CCPA, including the right to know what personal information is collected and the right to opt out of data sales (we do not sell data).
We use essential cookies for authentication and session management. We do not use advertising or tracking cookies. You can configure your browser to refuse cookies, though this may affect Service functionality.
We may update this Privacy Policy from time to time. We will notify you of material changes by email or by posting a notice on the Service. Continued use after changes constitutes acceptance of the updated policy.
Questions or requests regarding this Privacy Policy: info@apex-cfo.com
ApexCFO, Inc. · Los Angeles, CA