Privacy Policy

Your books stay yours.

This policy explains what Agentlyze collects, why, who helps us run it, and the choices you have. We've written it in plain English.

Effective November 3, 2026

The short version

  • Your books belong to you. We use them only to run Agentlyze for you.
  • We never sell your data, and we never use it to advertise.
  • Our AI provider doesn't use your data to train its models.
  • An owner can download everything, or delete the whole workspace, at any time.

Who we are

Agentlyze ("we", "us") makes Athena AI, which prepares month-end reports for accounting firms, fractional CFOs and businesses. This policy covers agentlyze.com and the Agentlyze app. Questions go to privacy@agentlyze.com.

What we collect

  • Your account. Your name and email address, and which way you sign in (Google, Microsoft, or email and password). Passwords are kept by Google Cloud Identity Platform; we never see or store them.
  • Your workspace. The files you upload (ledgers, budgets and other spreadsheets), the reports, commentary and answers Agentlyze makes from them, your settings, and the people you invite.
  • Connected accounting systems. If you connect QuickBooks Online or Xero, we read your journals and chart of accounts, read only. We can't change anything in them.
  • Activity records. An audit log of sign-ins, uploads, report runs and team changes, so owners can see who did what. Our server logs hold technical details such as IP addresses and errors, but never passwords, keys or the contents of your files.
  • The waitlist. If you join it, your email address.

How we use it

Only to provide Agentlyze: to sign you in, read your files, calculate and check your reports, write commentary, answer your questions, keep your account secure, enforce your plan's limits and reply when you contact us. We don't sell personal information, share it for advertising, or build profiles of you.

The AI

To write commentary and answer questions, Agentlyze sends the AI the parts of a report it needs: account names, vendor names, amounts and the question asked. Every number is calculated and checked by our own code, not by the AI. Our default AI provider is Anthropic, which under its commercial terms doesn't use this data to train its models. Enterprise workspaces can choose their own AI provider instead, and that provider's terms then apply.

Who else handles your data

We use a small number of providers, each only to run Agentlyze:

  • Google Cloud (United States): hosting, the database, file storage and sign-in.
  • Anthropic (United States): the AI that writes commentary and answers.
  • Cloudflare: our domain and network protection.
  • Intuit (QuickBooks) and Xero: only if you connect them.

We may also share information if the law requires it, or to protect our users or Agentlyze from harm, or with a buyer if Agentlyze is ever sold, under this same policy.

How we protect it

Every workspace is kept separate, and every database lookup is limited to your own workspace. Uploaded files are encrypted on our disks (AES-256), and every connection uses HTTPS. Connection keys for QuickBooks, Xero and your own AI provider are encrypted too. Sessions end after 12 hours without use. Read more on our Security page.

How long we keep it

We keep your workspace for as long as your account is open. When a free trial ends, the workspace becomes read-only; nothing is deleted. When an owner deletes the workspace, its files, reports and records are deleted straight away, and they drop out of our backups within about a week.

Your choices and rights

  • Owners can download everything in the workspace, original files included, from Settings (on a paid plan).
  • Owners can delete the whole workspace from Settings.
  • You can ask us to see, correct or delete your personal information, or ask any question about it, at privacy@agentlyze.com. We'll reply within 30 days.

Depending on where you live (for example California or the European Union), you may have further rights under local law. We honour them, and you can use them through the same address.

Your clients' information

When a firm uploads its clients' books, the firm decides what goes in and how it's used; we process it on the firm's behalf, only to provide Agentlyze. Clients with a request about their information should contact their firm, and we'll help the firm respond.

Cookies and storage

We don't use advertising or tracking cookies. The app uses a short-lived cookie while you sign in, and your browser's storage to keep you signed in and remember your language and light or dark mode.

Children

Agentlyze is for businesses and isn't meant for anyone under 18.

Changes

If we change this policy in a way that matters, we'll update the date above and tell workspace owners by email or in the app before the change takes effect.