Last updated: October 2026
We do not use analytics, tracking pixels, or advertising cookies. No cookie banner is needed because we do not track you.
We store your email address, display name, workspace name, timezone, close templates, close tasks, evidence attachments, and activity history. We do not store banking credentials, ledger data, or financial transactions.
For customer workspace data (close templates, tasks, evidence), the operator acts as a processor on behalf of the customer organization. A Data Processing Agreement (DPA) is available on request.
You have the right to access, rectify, erase, restrict processing, and port your personal data. To exercise these rights, contact us at team@thefinancelead.com.
Sächsische Datenschutzbeauftragte
Archivstraße 41, 01099 Dresden, Germany