Privacy Policy

Overview

MoneyStream LLC ("MoneyStream," "we," "us," or "our") provides financial document extraction and analysis services to financial institutions and fintech companies. This Privacy Policy describes how we collect, use, and protect information in connection with our services and website.

Information We Collect

Information collected through our website may include contact details submitted through demo requests, contact forms, or customer communications. When you use our platform, we process financial documents on behalf of our customers in accordance with their service agreements.

How We Use Information

MoneyStream processes customer data solely for the purpose of providing its services. We use contact information to respond to inquiries, provide customer support, and communicate about our services. We do not sell personal information to third parties.

Data Security

Customer data submitted through our platform is protected using industry-standard security measures including encryption at rest and in transit, secure cloud infrastructure, and strict data access controls. Documents are processed in isolated environments and handled according to customer-defined retention policies.

Data Retention

We retain customer data only for as long as necessary to provide our services or as required by applicable law. Documents processed through our platform are purged according to retention policies defined in customer service agreements.

Cookies and Analytics

Our website uses cookies to improve your experience and analyze site traffic. You may choose to accept or decline cookies through the banner presented when you first visit our site.

SMS / Text Messaging

We collect your mobile phone number and your opt-in consent only when you provide them to us directly, and use them solely to send the messages described here. MoneyStream, LLC sends text messages (SMS) only to people who have opted in: (a) one-time verification codes to platform users who provide their mobile number and agree to receive codes, and (b) operational alerts to MoneyStream employees who have requested them. We do not send marketing or promotional text messages.

By opting in you agree to receive these messages. Message frequency varies. Message and data rates may apply. Reply STOP at any time to cancel, or HELP for assistance (or email info@moneystream.com). Carriers are not liable for delayed or undelivered messages.

Mobile phone numbers and SMS opt-in consent are used only to deliver the messages described above. We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of sharing described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We use a messaging service provider (Twilio) solely to deliver messages on our behalf.

Third-Party Services

We may use third-party service providers to assist in operating our platform and website. These providers are bound by contractual obligations to protect the confidentiality and security of any data they process on our behalf.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify customers of material changes through our website or direct communication.

Contact

For privacy inquiries, please contact us at:

MoneyStream LLC
San Francisco, CA
info@moneystream.com