Privacy Policy

Last Updated: August 2026

1. Introduction

CloseMate respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our month-end close management application.

2. Information We Collect

• Account Information: Name, email address, role (e.g., CFO, Controller, Staff), and organization name.
• Workspace Data: Workflow data you input into the Service, including task names, task categories, due dates, dependencies, and escalation states.
• Usage Data: Technical information such as IP addresses, log data, and interaction metrics to diagnose issues.

3. How We Use Your Information

We use your information strictly to provide and operate the CloseMate application, send transactional notifications (such as CFO escalation alerts and overdue notices), provide customer support, and improve platform functionality.

4. Information Sharing and Disclosure

CloseMate does not sell, rent, or trade your personal data or workspace data to third parties. We may share information only with trusted third-party service providers (e.g., cloud hosting, email delivery) who are bound by strict confidentiality agreements.

5. Data Security

Given the sensitive nature of accounting workflows, we implement industry-standard technical and organizational measures to protect your data from unauthorized access or alteration.

6. Your Data Rights

You may have the right to access, correct, update, or delete your personal information. You can manage most profile information directly within the CloseMate settings. To request full deletion of your workspace data, please contact our support team.