Privacy Policy

FinanceBee ("we", "our", or "us") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and safeguard your personal information when you visit our website, use our accounting and financial management services, communicate with us, or engage with our business.

We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable UK data protection laws.

By using our website and services, you agree to the collection and use of information in accordance with this Privacy Policy.

If you have any questions regarding this Privacy Policy or your personal data, please contact us using the details provided at the end of this document.

We may collect and process the following categories of information:

Personal Information

• Full name
• Business name
• Email address
• Telephone number
• Postal address
• Company registration details
• Financial and accounting information
• Tax-related information
• Payment and billing details

Technical Information

When you visit our website, we may automatically collect:

• IP address
• Browser type and version
• Device information
• Operating system
• Website usage data
• Referral source information
• Cookie and tracking information

Communication Information

We may retain records of correspondence when you:

• Contact us through our website
• Request a quotation
• Submit an enquiry
• Communicate via email or telephone
• Engage with our support services

We use your personal information for legitimate business purposes, including:

• Preparing financial reports and business accounts
• Managing tax compliance and submissions
• Supporting payroll administration
• Monitoring cash flow and financial performance
• Processing payments and invoices
• Responding to enquiries and customer support requests
• Improving our website and services
• Complying with legal and regulatory obligations
• Preventing fraud and maintaining security

We only process personal data where we have a lawful basis to do so.

Under UK GDPR, we rely on one or more of the following lawful bases:

Contractual Necessity

Where processing is required to provide our accounting, financial management or advisory services.

Legal Obligation

Where we are required to comply with HMRC requirements, anti-money laundering regulations, accounting standards or other legal obligations.

Legitimate Interests

Where processing is necessary for the effective operation, improvement and security of our business.

Consent

Where you have provided consent, such as subscribing to marketing communications or accepting certain cookies.

You may withdraw your consent at any time.

We do not sell, rent or trade your personal information.

We may share your information with:

• Professional advisers and accountants
• Cloud-based software providers
• Payment processors
• HMRC and regulatory authorities where required by law
• IT service providers and website hosting partners
• Legal, compliance or enforcement authorities

All third parties are required to protect your information and process it in accordance with applicable data protection laws.

We take appropriate technical and organisational measures to protect your information against:

• Unauthorised access
• Loss or theft
• Misuse
• Alteration
• Disclosure
• Destruction

Security measures may include encrypted connections, secure servers, restricted access controls and regular system monitoring.

While we strive to protect your personal information, no method of electronic transmission or storage can be guaranteed as completely secure.

We retain personal information only for as long as necessary to:

• Provide our services
• Meet accounting and tax obligations
• Resolve disputes
• Enforce legal agreements
• Comply with regulatory requirements

Retention periods may vary depending on the nature of the information and applicable legal requirements.

Our website may use cookies and similar technologies to improve functionality, analyse website performance and enhance user experience.

Cookies may be used to:

• Remember user preferences
• Monitor website traffic
• Improve website performance
• Support analytics and marketing activities

You can control cookie settings through your browser preferences.

For more information, please refer to our Cookie Policy.

We may send information regarding:

• Accounting updates
• Financial management insights
• Tax deadlines
• Business finance news
• Service announcements

You will only receive marketing communications where permitted by law or where you have provided consent.

You may unsubscribe at any time by following the instructions included in our communications.

Where personal information is transferred outside the United Kingdom, we will ensure appropriate safeguards are in place to protect your data in accordance with UK data protection legislation.

Under UK data protection law, you may have the right to:

• Access your personal information
• Correct inaccurate information
• Request deletion of your data
• Restrict processing
• Object to processing
• Request data portability
• Withdraw consent where applicable
• Lodge a complaint with the Information Commissioner's Office (ICO)

To exercise your rights, please contact us using the details below.

Our website may contain links to external websites. We are not responsible for the privacy practices or content of third-party websites.

We encourage you to review their privacy policies before providing any personal information.

We may update this Privacy Policy from time to time to reflect changes in legal requirements, technology or our business operations.

Any updates will be posted on this page together with the revised effective date.

If you have any questions regarding this Privacy Policy or the way we process your personal information, please contact:

Finance Bee Tech Limited
Company number: 17253067
Email: hello@financebee.co.uk
Telephone: +44-00000
Registered office: 71-75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ
Website: https://www.financebee.co.uk

By using our website and services, you acknowledge that you have read and understood this Privacy Policy.