AgentBooks Privacy Policy

Last updated: December 29, 2025

AgentBooks (“AgentBooks,” “we,” “us,” “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit agentbooks.io (the “Site”), book a call, contact us, or use our bookkeeping and related services (the “Services”).

By using the Site or Services, you agree to this Privacy Policy.

1) Information we collect

We may collect the following types of information:

A. Information you provide to us

Contact information (such as name, email address, phone number)
Inquiry details (such as what you message us about or information you provide during onboarding)
Business and financial information you share so we can perform Services (for example: transaction details, account statements, receipts, vendor lists, bookkeeping records, and other operational details)
Communications (emails, messages, call notes, and support requests)

B. Information collected automatically

When you visit the Site, we (and our service providers) may automatically collect:

Device and usage data (such as IP address, browser type, pages viewed, time spent, referring/exit pages)
Approximate location (derived from IP address)
Cookies and similar technologies (see Section 7)

C. Information from third parties

If you use the Services, we may receive information from:

Accounting platforms and tools you connect (e.g., bookkeeping/accounting software)
Payment processors (confirmation of payment status; we generally do not receive full payment card details)
Integration partners you authorize (for example, CRM or transaction log tools)

2) How we use information

We use information for the following purposes:

To provide and operate the Services (including bookkeeping, reconciliations, reporting, and year-end support)
To communicate with you (respond to inquiries, schedule calls, provide updates, and deliver support)
To onboard and manage your account (verify details, connect tools, and maintain service continuity)
To send service-related messages (such as confirmations, operational notices, and administrative communications)
To improve the Site and Services (analytics, debugging, performance, and feature improvements)
To maintain security and prevent fraud (monitoring, access control, and abuse prevention)
To comply with legal obligations (tax, accounting, regulatory, or lawful requests)

3) How we share information

We do not sell your personal information for money.

We may share information in the following situations:

A. Service providers

We may share information with trusted vendors who help us run the Site or Services, such as:

website hosting and infrastructure
analytics and performance tools
scheduling and communication tools
bookkeeping/accounting platforms and integrations
payment processors
cloud storage and document management tools

These providers are permitted to use information only to perform services for us (and must handle it consistent with this policy and applicable law).

B. Legal and safety reasons

We may disclose information if required to do so by law or if we believe disclosure is necessary to:

comply with a legal obligation or lawful request
protect the rights, safety, and security of AgentBooks, our clients, or others
investigate fraud or security issues

C. Business transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, information may be transferred as part of that transaction.

D. With your direction or consent

We may share information when you ask us to, authorize us to, or otherwise consent.

4) Confidentiality and client financial data

We treat client financial data and bookkeeping records as confidential and use them only to provide Services, comply with law, and operate our business. Access to client data is limited to authorized personnel and service providers who need it to perform their duties.

5) Data retention

We keep information only as long as reasonably necessary for the purposes described in this Privacy Policy, including:

providing the Services
maintaining business and financial records
resolving disputes
enforcing agreements
meeting legal or regulatory obligations

Retention periods can vary depending on the type of data and the context in which it was collected.

6) Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

You are responsible for keeping your own credentials, devices, and accounts secure.

7) Cookies and similar technologies

We may use cookies and similar technologies to:

keep the Site functioning properly
remember preferences
understand Site usage and improve performance
measure marketing effectiveness (if applicable)

You can control cookies through your browser settings. If you disable cookies, some parts of the Site may not work properly.

8) Your choices and rights

Depending on where you live, you may have rights to:

request access to personal information we hold about you
request correction or deletion
object to certain processing or request restrictions
opt out of marketing communications

To make a request, email [email protected]. We may need to verify your identity before fulfilling certain requests.

Marketing emails: You can unsubscribe using the link in the email (if provided) or by contacting [email protected].

9) Children’s privacy

The Site and Services are not intended for children under 18, and we do not knowingly collect personal information from children.

10) International visitors

If you access the Site from outside the country where we or our service providers operate, your information may be processed and stored in locations with different data protection laws. By using the Site and Services, you consent to this processing and transfer.

11) Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The “Last updated” date reflects when it was most recently revised. Continued use of the Site or Services after changes become effective means you accept the updated policy.