JuniperBooks Privacy Policy

Effective Date: May 16, 2026 Version: 1.0 Contact: juniper@juniperbooks.ai

This Privacy Policy explains how JuniperBooks collects, uses, discloses, and protects information when you use our website, application, and related services.

JuniperBooks is currently an unincorporated project. In this Privacy Policy, "JuniperBooks," "we," "us," and "our" mean the individual or individuals operating JuniperBooks.

JuniperBooks is intended only for U.S. small businesses and authorized users who are at least 18 years old.

1. Scope

This Privacy Policy applies to JuniperBooks, including our website, app, signup flow, login flow, business settings, transaction tools, import tools, reports, support communications, and related services.

This Privacy Policy does not apply to third-party websites, services, or applications that are not controlled by JuniperBooks.

If you use JuniperBooks on behalf of a business, the business may control certain information in the workspace. The business owner or authorized administrators may be able to access, manage, export, delete, or restrict information in that business workspace.

2. Information We Collect

We collect information you provide, information generated through your use of the Service, and information collected automatically.

Account Information

We may collect:

  1. Name.
  2. Email address.
  3. Password-related authentication information.
  4. Early access code information.
  5. Account status.
  6. Login and password reset information.
  7. Communications with us.

Passwords may be handled by our authentication provider. We do not ask you to send us your password by email.

Business Information

We may collect business details you provide, including:

  1. Business name.
  2. Legal business name.
  3. Tax ID or taxpayer identifier.
  4. Business address.
  5. Business description.
  6. Business type.
  7. Workspace settings.
  8. Role and permission information.

If you are a sole proprietor or otherwise provide a personal taxpayer identifier, that information may be personal information and may be sensitive. Where possible, use a business EIN rather than a personal Social Security number.

Team and Invite Information

If owners invite members to a workspace, we may collect:

  1. Invitee name.
  2. Invitee email address.
  3. Invite status.
  4. Role.
  5. Workspace membership.
  6. Invitation and account creation activity.

Financial and Transaction Information

When you use the Service, we may collect and process:

  1. Uploaded CSV statement files.
  2. Bank, card, or source names you select or enter.
  3. Account type, such as checking, savings, credit card, line of credit, loan, cash, or other.
  4. Transaction dates.
  5. Transaction descriptions.
  6. Transaction amounts.
  7. Money in and money out designations.
  8. Categories and suggested categories.
  9. Notes.
  10. Duplicate review decisions.
  11. Uploaded statement history.
  12. Manual transactions.
  13. Monthly books.
  14. Reports, summaries, exports, and CPA-style income statement views.
  15. Review status and sorting status.

JuniperBooks currently supports CSV uploads only. We do not currently connect directly to your bank account or card account, and you should not provide bank login credentials, card login credentials, PINs, one-time codes, or similar access credentials.

AI Inputs and Outputs

JuniperBooks may process information through AI features, including:

  1. Transaction descriptions.
  2. Amounts.
  3. Categories.
  4. Notes.
  5. Business context.
  6. User corrections.
  7. Reports and summaries.
  8. Prompts, outputs, and related metadata.

AI outputs may include suggested categories, explanations, insights, or other generated content.

Communications

We may collect information when you contact us, respond to emails, request support, provide feedback, or participate in early access testing. This may include your name, email address, message content, and related metadata.

We may automatically collect information about how you access and use the Service, including:

  1. IP address.
  2. Browser type.
  3. Device type.
  4. Operating system.
  5. Referring pages.
  6. Pages viewed.
  7. Dates and times of access.
  8. Session activity.
  9. Feature usage.
  10. Error logs.
  11. Authentication logs.
  12. Security events.
  13. Cookie or similar identifier information.
  14. Bot detection and challenge information.

We may use cookies, local storage, pixels, SDKs, logs, analytics tools, error monitoring tools, performance tools, and security tools. These tools may change over time as we operate and improve the Service.

Payment Information

JuniperBooks is currently offered free of charge during early access. We do not currently collect payment card information through the Service. If we introduce paid plans, payment information may be collected and processed by a payment processor, and we will update our practices as appropriate.

3. Sources of Information

We collect information from:

  1. You.
  2. Other users in your business workspace.
  3. Business owners or administrators who invite you.
  4. Uploaded CSV files.
  5. Your use of the Service.
  6. Service providers that help us operate, secure, and support the Service.

4. How We Use Information

We use information to:

  1. Create and manage accounts.
  2. Authenticate users.
  3. Manage early access.
  4. Operate business workspaces.
  5. Upload, parse, preview, and import CSV statements.
  6. Identify possible duplicates.
  7. Categorize transactions.
  8. Suggest categories.
  9. Store notes and review decisions.
  10. Generate monthly books, reports, summaries, exports, and insights.
  11. Provide AI-powered features.
  12. Improve categorization for your account or workspace.
  13. Support manual transaction entry and editing.
  14. Send transactional emails, invite emails, password reset emails, and service notices.
  15. Send product updates, onboarding messages, feedback requests, and marketing communications.
  16. Provide customer support.
  17. Debug errors and improve product quality.
  18. Monitor performance and reliability.
  19. Detect, prevent, and investigate fraud, abuse, security incidents, and unauthorized access.
  20. Enforce our Terms of Service.
  21. Comply with legal obligations.
  22. Protect the rights, property, and safety of JuniperBooks, users, businesses, and third parties.

5. AI Processing and Model Training

JuniperBooks uses OpenAI to provide AI-powered features. We may send relevant transaction information, business context, notes, categories, and related data to OpenAI as needed to provide the Service.

We do not sell Customer Data.

We do not use Customer Data to train third-party foundation models.

We may use Customer Data to provide, secure, debug, and improve JuniperBooks, including improving categorization and review features for your account or workspace. We may use aggregated or de-identified information to understand usage patterns, improve product quality, evaluate categories, improve reliability, and develop features.

AI features are not used to make eligibility decisions about credit, employment, housing, insurance, or similar legal rights. AI features are intended to help you organize and review business bookkeeping information.

6. How We Disclose Information

We may disclose information in the following ways.

Service Providers

We use service providers to operate and support JuniperBooks. Current providers include:

  1. Vercel for hosting and deployment.
  2. Supabase for database and authentication.
  3. OpenAI for AI processing.
  4. Brevo for email delivery.
  5. Cloudflare Turnstile for security and bot detection.

We may also use other service providers for analytics, logging, diagnostics, monitoring, infrastructure, security, support, and related operations. Service providers may process information only as needed to provide services to us or as otherwise permitted by their agreements and applicable law.

Business Workspace Users

Information in a business workspace may be visible to owners, members, and other authorized users in that workspace, depending on their roles and permissions.

For example, owners may be able to view and manage business details, uploaded statements, transactions, categories, reports, notes, members, and invites.

User-Directed Disclosures

You may choose to export information, download reports, share files, send reports to a CPA or advisor, or otherwise disclose information outside JuniperBooks. We are not responsible for how third parties handle information after you share it with them.

We may disclose information if we believe it is reasonably necessary to:

  1. Comply with law, legal process, or government requests.
  2. Enforce our Terms of Service.
  3. Detect, prevent, or investigate fraud, abuse, security incidents, or technical issues.
  4. Protect the rights, property, or safety of JuniperBooks, users, businesses, or third parties.
  5. Defend against legal claims.

Business Transfers

If JuniperBooks is involved in a merger, acquisition, financing, reorganization, sale of assets, transfer of the Service, bankruptcy, or similar transaction, information may be disclosed or transferred as part of that transaction.

We may disclose information when you direct us to do so or give us consent.

7. No Sale of Personal Information

We do not sell personal information.

We do not share personal information for cross-context behavioral advertising.

If we later use advertising technologies or other practices that are considered a "sale" or "sharing" under applicable privacy law, we will update this Privacy Policy and provide required choices.

8. Cookies, Analytics, and Security Tools

We may use cookies and similar technologies for:

  1. Authentication.
  2. Session management.
  3. Security.
  4. Bot detection.
  5. Fraud prevention.
  6. Preferences.
  7. Performance monitoring.
  8. Analytics.
  9. Error detection.
  10. Product improvement.

Because our tools may change during early access, this Privacy Policy describes categories of tools rather than every individual tool. We will update this Privacy Policy if our practices materially change.

Some browsers offer "Do Not Track" signals. There is no single accepted standard for how to respond to those signals, so we may not respond to them. Where required by law, we will honor recognized opt-out preference signals for sale or sharing, but we do not currently sell or share personal information for cross-context behavioral advertising.

9. Marketing Emails

We may send product updates, onboarding messages, early access announcements, educational content, surveys, and feedback requests.

You may unsubscribe from marketing emails by using the unsubscribe link in the email or contacting us at juniper@juniperbooks.ai.

Even if you opt out of marketing emails, we may still send service, security, legal, account, invite, password reset, and transactional messages.

10. Data Retention

We retain information for as long as reasonably necessary to provide the Service, operate our business, maintain security, comply with legal obligations, resolve disputes, enforce agreements, and improve the Service.

If you request deletion, we will delete or de-identify account and business information within a reasonable period, unless we need to retain certain information for legal, security, backup, fraud prevention, dispute resolution, or legitimate business purposes.

Backups and archival copies may persist for a limited period before they are deleted or overwritten according to our normal backup practices.

If a member requests deletion of information that belongs to a business workspace, we may need direction from the workspace owner before deleting business records.

11. Security

We use commercially reasonable safeguards designed to protect information. However, no method of transmission, storage, or processing is completely secure.

You are responsible for keeping your account credentials secure, using strong passwords, controlling access to your business workspace, and removing users who no longer need access.

If you believe your account or workspace has been compromised, contact us at juniper@juniperbooks.ai.

12. Your Choices and Privacy Rights

Depending on where you live and the law that applies, you may have rights to:

  1. Request access to personal information.
  2. Request correction of inaccurate personal information.
  3. Request deletion of personal information.
  4. Request a copy of personal information.
  5. Opt out of sale or sharing of personal information.
  6. Limit certain uses or disclosures of sensitive personal information.
  7. Object to or restrict certain processing.
  8. Appeal certain privacy decisions, where required by law.
  9. Not be discriminated against for exercising privacy rights.

Even where we are not legally required to provide a specific right, we may choose to honor reasonable requests when practical and appropriate.

To make a request, contact us at juniper@juniperbooks.ai. We may need to verify your identity and authority before fulfilling a request. If you make a request on behalf of a business, we may need to verify that you are authorized to act for that business.

If your information is part of a business workspace, some requests may need to be handled through the workspace owner or administrator.

13. Sensitive Personal Information

Business tax IDs, financial transaction data, and certain account information may be sensitive depending on the context and applicable law.

We use sensitive personal information only as reasonably necessary to provide, secure, debug, maintain, and improve the Service, comply with law, and protect against fraud, abuse, and security incidents. We do not use sensitive personal information to infer characteristics about you for advertising.

14. De-Identified and Aggregated Information

We may create and use de-identified or aggregated information for analytics, benchmarking, product improvement, security, research, and business purposes.

We will not attempt to re-identify de-identified information except as permitted by law, such as to test whether de-identification works.

15. Children

JuniperBooks is not intended for children or anyone under 18. We do not knowingly collect personal information from children.

If you believe a child has provided information to JuniperBooks, contact us at juniper@juniperbooks.ai so we can take appropriate action.

16. U.S. Only

JuniperBooks is intended only for users and businesses located in the United States.

If you access the Service from outside the United States, you do so at your own risk and are responsible for complying with applicable law. Information may be processed in the United States and other locations where our service providers operate.

The Service may link to third-party websites or services. We are not responsible for the privacy practices, security, or content of third-party websites or services.

Your use of third-party services may be governed by their own terms and privacy policies.

18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will provide notice by posting the updated Privacy Policy, updating the effective date, sending an email, showing an in-app notice, or using another reasonable method.

Your continued use of the Service after an updated Privacy Policy becomes effective means you acknowledge the updated Privacy Policy.

19. Contact

For questions, requests, or concerns about this Privacy Policy, contact:

JuniperBooks

juniper@juniperbooks.ai

For questions, contact JuniperBooks at juniper@juniperbooks.ai.