Privacy policy

SigmaClose is a product of PerfSpot LLC. It combines several QuickBooks Online companies into one set of financial statements. We collect what we need to do that and nothing else, and we do not sell your data.

What we collect

• Your email address, from Google, to sign you in.
• For each QuickBooks company you connect: its name, its list of accounts, and each account's monthly balance sheet and profit and loss totals.
• The setup you create in SigmaClose, such as how accounts line up across companies and which accounts cancel out between them.
• The connection QuickBooks gives us, stored encrypted.
• If you contact us: your email address and what you wrote.
• Standard server logs (IP address, browser, timestamps) for security and debugging.

If you sign in with Google

We ask Google for your email address and whether Google has verified it. Nothing else.

• We use your email address to check you are on the list of people allowed into SigmaClose, and to know who is signed in.
• We never request access to your Gmail, Drive, Calendar, Contacts or any other Google service data.
• We do not sell Google account information. We do not share it with third parties for advertising. We do not use it to train AI models.

SigmaClose's use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. To remove SigmaClose's access, visit myaccount.google.com/permissions.

If you connect QuickBooks

SigmaClose connects to a QuickBooks company only when you click Connect QuickBooks and approve it in QuickBooks.

• QuickBooks only offers apps one kind of access, which allows reading and changing the books. SigmaClose only reads. It never creates, edits or deletes anything in QuickBooks.
• We read your company's name, its accounts and its monthly balance sheet and profit and loss reports. We use them only to build your combined statements.
• We store the QuickBooks connection encrypted, and we never show it in the app or write it to logs.
• We do not sell your financial data, share it for advertising, or use it to train AI models.

To disconnect, remove SigmaClose from the apps list in your QuickBooks settings, or ask us to through the contact page. Once disconnected, SigmaClose can't read anything new from that company.

What we share

People you give access to SigmaClose see the statements for the companies in your group. We use a few providers to run the service: hosting and networking (Cloudflare), sign-in (Google), the accounting connection (Intuit), support messages (AcornReply) and report branding (JupiterFetch). If you write to us through the contact page or by email, AcornReply receives your email address and your message so we can reply. If you add your branding to report packs, JupiterFetch receives your website address and reads your public logo and colors from it. Pages load fonts from Google Fonts. These providers handle data on our behalf under their own terms. We never sell your data, and we do not run ad trackers.

Cookies

We use one first-party cookie to keep you signed in. We do not use advertising cookies.

Data retention

We keep your numbers and setup while your companies are connected, so your past months stay available. Ask us through the contact page and we will delete a company's data, or everything, from our live systems. Server logs are kept for a limited time for security and debugging, then discarded.

Children's data

The service is not intended for anyone under 13 (or 16 in the EU). We do not knowingly collect data from children.

Where we operate

We operate from the United States. By using the service you acknowledge your data is processed in the US.