Last Updated: January 1, 2026

1. Introduction

Welcome to CashFish. We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website or use our services and tell you about your privacy rights and how the law protects you.

CashFish is an AI-powered financial intelligence platform that unifies document processing, CRM, vendor management, and profitability optimization. We take the security and privacy of your financial data seriously.

2. Information We Collect

We may collect, use, store and transfer different kinds of personal data about you:

• Identity Data: first name, last name, username, business name

• Contact Data: email address, telephone number, billing address

• Financial Data: bank account details, payment card details, transaction data

• Transaction Data: details about payments to and from you and other details of services you have purchased from us

• Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform

• Usage Data: information about how you use our website and services

• Marketing and Communications Data: your preferences in receiving marketing from us and your communication preferences

3. How We Use Your Information

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• To provide and maintain our service, including financial analysis and recommendations

• To process your payments and manage your account

• To notify you about changes to our service

• To provide customer support and respond to your requests

• To improve our service through analytics and user feedback

• To send you marketing communications (with your consent)

• To comply with legal obligations

4. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed. Our security measures include:

• End-to-end encryption for all financial data

• Secure SSL/TLS connections

• Regular security audits and penetration testing

• Multi-factor authentication

• Compliance with industry standards (SOC 2, ISO 27001)

5. Data Retention

We will only retain your personal data for as long as reasonably necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements. We may retain your personal data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation.

6. Your Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data:

• Right to access your personal data

• Right to correction of inaccurate data

• Right to erasure of your personal data

• Right to restrict processing

• Right to data portability

• Right to object to processing

• Right to withdraw consent at any time

7. Third-Party Services

We may share your data with trusted third-party service providers who assist us in operating our platform:

• Banking and payment integration partners (Plaid, Stripe)

• Cloud infrastructure providers (AWS, Google Cloud)

• Analytics services (anonymized data only)

• Email communication services (Resend)

All third parties are required to respect the security of your personal data and to treat it in accordance with the law.

8. International Transfers

Your data may be transferred to, and maintained on, computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ. We ensure appropriate safeguards are in place for such transfers.

9. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you become aware that a child has provided us with personal data, please contact us.

10. Changes to This Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us. Email: support@cashfish.io · Website: www.cashfish.io · Address: CashFish Inc., 8 The Green, Suite A, Dover 19901, Delaware, United States.