CoController AI ("we", "us") provides a month-end close workspace for accountants and their clients, consisting of the Close Center web app and the CoController AI Chrome extension. This policy explains what data we collect when you connect QuickBooks Online, how we use it, and how you can disconnect and delete it.
We do not sell your data. We do not use your QuickBooks data for advertising, and we do not train shared models on any client's books.
No other third party receives your accounting data.
OAuth tokens are stored encrypted on our servers and are used only to act on your QuickBooks data when you ask us to (sync, recategorize with your explicit approval). Categorized results and checklists you create persist in your workspace until you delete them. When you disconnect QuickBooks, we delete your OAuth tokens and stop accessing your company data. You can request full deletion of your workspace data at any time (see §6).
You may request access to, correction of, or deletion of your personal data, and you may withdraw QuickBooks consent at any time by disconnecting (see the Support page for steps). We respond to requests within 30 days.
Disconnect QuickBooks at any time from QuickBooks → Apps → My Apps → CoController AI → Disconnect, or from the Close Center account settings. Then email support@getcocontroller.com with subject "Delete my data" and we will permanently delete your workspace data, including tokens and cached company data, within 30 days and confirm by email.
All traffic uses HTTPS. OAuth tokens are encrypted at rest and never stored in plain text. Access to production systems is limited to the founding team. No system is perfectly secure; if we learn of a breach affecting your data, we will notify you promptly.
CoController AI is a business product and is not directed at children under 16.
We will post material changes here and update the effective date. Continued use after changes take effect constitutes acceptance.
Questions about privacy: support@getcocontroller.com.