Privacy Policy

Pulse Business Group ("Company," "we," "us," or "our") operates the ProfitPulse.io application, available at www.profitpulse.io, and the services available through it (collectively, the "Service"). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use the Service.

Please read this Privacy Policy carefully. If you disagree with its terms, please discontinue use of the Service.

1. Information We Collect

A. Information You Provide Directly

• Account registration details (name, email address, password)
• Client records you create or edit, including client name, contact email, recipient list, and Google Sheet URLs
• Communications you send us, including support requests or feedback

B. Information Collected Automatically

• IP address and approximate geographic location
• Browser type and version
• Device type, operating system, and unique device identifiers
• Pages visited, actions taken, and time spent on the Service
• Dates and times of access

C. Information from Connected Third-Party Services

• OAuth access and refresh tokens used to access the connected account on your behalf
• Basic profile information (such as name and email) from sign-in providers
• Client financial data retrieved from QuickBooks Online, including cash balances, accounts receivable and accounts payable aging, transactions, customers, and vendors, used to produce the Service's recaps and reports
• Spreadsheet metadata and write access required to update client Google Sheets you connect

2. How We Use Your Information

• To provide, operate, and maintain the Service
• To retrieve, organize, and present client financial data and weekly cash recaps
• To create and manage your account and the accounts of authorized recipients
• To communicate with you, including responding to inquiries and sending service-related notices
• To send recap emails and shareable report links to recipients you designate
• To detect, prevent, and address fraud, abuse, security incidents, and other harmful activity
• To analyze usage trends and improve the functionality and user experience of the Service
• To comply with legal obligations and enforce our terms
• To protect the rights, property, and safety of the Company, our users, and the public

We do not use client financial data retrieved through QuickBooks Online or Google Sheets for advertising, and we do not sell that data.

3. Legal Basis for Processing

• Performance of a contract — to provide the Service you or your firm have requested
• Legitimate interests — to improve and secure the Service, and to communicate with you
• Legal obligation — to comply with applicable laws and regulations
• Consent — where you have given us explicit permission, such as authorizing a QuickBooks Online or Google account connection

You may withdraw consent at any time by disconnecting an integration in the Service or by contacting us as described in Section 12.

4. Cookies and Tracking Technologies

We use cookies and similar technologies (including authentication cookies and local storage) to keep you signed in, remember your preferences, and analyze usage of the Service. You can control the use of cookies through your browser settings; disabling cookies will prevent you from signing in to the Service.

5. Sharing and Disclosure of Your Information

We do not sell, rent, or trade your personal information. We may share your information in the following limited circumstances:

A. Service Providers

We share information with trusted third-party vendors who help us operate the Service, including our cloud hosting and database provider, email delivery service, and the integration partners listed in Section 6.

B. Authorized Recipients

When you (or your firm) designate recipients for a client's recap, those recipients will receive emails and may receive shareable report links that display the relevant client financial summaries.

C. Business Transfers

In the event of a merger, acquisition, sale of assets, reorganization, or similar transaction, your information may be transferred to the acquiring entity.

D. Legal Requirements

We may disclose your information if required to do so by law or in the good-faith belief that such action is necessary to comply with a legal obligation, protect and defend the rights or property of the Company, prevent or investigate possible wrongdoing, or protect the safety of users of the Service or the public.

E. With Your Consent

We may share your information with third parties when you have given us explicit consent to do so.

6. Third-Party Integrations

• Intuit (QuickBooks Online) — to retrieve client accounting data you authorize
• Google (Google Sign-In and Google Sheets) — to authenticate users and read or write spreadsheets you connect
• Our cloud platform provider — for application hosting, database, authentication, and storage
• Our transactional email provider — to deliver recap and notification emails

We only request the minimum scopes necessary to provide the Service. You may revoke an integration's access at any time through the connected provider's account settings and within the Service.

7. Data Retention

We retain your personal information and client data for as long as necessary to provide the Service and fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. When information is no longer needed, we will securely delete or anonymize it.

8. Security of Your Information

We implement commercially reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. These measures include encryption of data in transit (SSL/TLS), encryption at rest for stored OAuth tokens, role-based access controls, and regular security review of our hosting environment.

However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, and you use the Service at your own risk.

9. Your Privacy Rights

A. California Residents (CCPA/CPRA)

• Know what personal information we collect, use, and disclose
• Request deletion of personal information we have collected about you
• Correct inaccurate personal information
• Opt out of the sale or sharing of personal information (we do not sell personal information)
• Non-discrimination for exercising your privacy rights
• Limit the use and disclosure of sensitive personal information

B. General Rights

• Access to the personal information we hold about you
• Correction of inaccurate or incomplete information
• Deletion of your personal information, subject to certain exceptions
• Portability of your personal information in a machine-readable format
• Restriction of processing in certain circumstances

To exercise any of these rights, please contact us using the information in Section 13. We will respond to verified requests within 45 days as required by applicable law.

10. Children's Privacy

The Service is intended for business use and is not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.

11. Third-Party Links and Services

The Service may contain links to third-party websites, services, or applications, including the QuickBooks Online and Google authorization screens. This Privacy Policy does not apply to those third-party services.

12. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. We will notify you of material changes by updating the "Effective Date" at the top of this page and, where required by law, by providing additional notice.

13. Contact Us

Pulse Business Group
Website: www.pulsebusinessgroup.com
Email: team@pulsebusinessgroup.com

This Privacy Policy was last updated on June 22, 2026.