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Privacy Policy Privacy Policy Effective Date 12 April 2025 1. Introduction At ScaleXP, we take your privacy seriously. This policy explains how we collect, use, and protect your personal data, in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. 2. Who We Are ScaleXP Ltd is a UK-based provider of financial analytics software for businesses. Our registered address is: ScaleXP Ltd Kings Place, 90 York Way London, N1 9AG Email: [email protected] 3. What This Policy Covers This privacy notice applies to: Visitors to our website Users of our software platform Employees of customers using our platform Business contacts and prospective clients 4. What Data We Collect We may collect and process the following types of personal data: Contact Details: Name, email address, phone number, job title Account Information: Login credentials, company name, usage logs Technical Data: IP address, browser type, operating system Marketing Data: Preferences, feedback, event participation Billing Data: Invoicing and payment history 5. How We Collect Your Data We collect data via: Direct input (e.g., signing up, contacting us) Cookies and website analytics Integrated platforms (e.g., Salesforce, Xero) Public databases and LinkedIn 6. Legal Basis for Processing We rely on the following legal bases to process your personal data: Contractual necessity — to deliver our services Legitimate interests — to improve and secure our platform Consent — for email marketing (which you can withdraw anytime) Legal obligation — to comply with laws and regulations 7. How We Use Your Data We use your data to: Provide access to the ScaleXP platform Deliver customer support Process billing and account management Improve the functionality and security of our platform Send relevant updates or marketing communications (with your consent) 8. Sharing Your Data We do not sell your data. We may share it with: Service providers (e.g. hosting, support, CRM, analytics) Regulatory authorities, if legally required Partners only with your consent, where integrations are enabled Some of our service providers are located outside the UK. In such cases, we ensure appropriate safeguards such as Standard Contractual Clauses. 9. Data Retention Personal data is retained for as long as necessary to fulfil the purposes outlined in this policy. Data uploaded to the platform by clients will be deleted within 6 weeks of termination unless legally required to retain it longer or where consent is given for retention. 10. Your Rights You have the right to: Request access to your personal data Ask us to correct or delete inaccurate data Object to or restrict certain types of processing Withdraw consent at any time (for marketing) File a complaint with the UK Information Commissioner’s Office (ICO) To exercise your rights, please contact us at [email protected]. 11. Cookies Our website uses cookies and similar tracking technologies. For more information, please refer to our Cookie Policy. 12. Data Security We use industry-standard measures including encryption, access controls, and regular monitoring to protect personal data from unauthorized access or disclosure. 13. Links to Other Websites Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. 14. Changes to This Policy We may update this Privacy Policy to reflect changes in law, technology, or our business operations. We will notify you of any material updates. Contact Us If you have questions about this Privacy Policy or our data practices, please contact: [email protected] Kings Place, 90 York Way, London, N1 9AG See how ScaleXP works with Xero, QuickBooks or Zoho Books. In a 30-minute demo, we’ll show the relevant workflows using example data and discuss how they could apply to your finance process. Complex requirements? Discuss them with us first. Book a demo Discuss your requirements