Privacy Policy

01 Introduction

Bank2Ledger (“Bank2Ledger“, “we“, “our“, or “us“) is a product owned and operated by ProfitBooks Solutions Pvt. Ltd.

We are committed to protecting your privacy and safeguarding the personal, business, and financial information you entrust to us. This Privacy Policy explains how we collect, use, store, process, and protect your information when you visit our website or use our services.

By accessing or using Bank2Ledger, you agree to the practices described in this Privacy Policy.

02 Information we collect

Depending on how you interact with Bank2Ledger, we may collect the following information.

Personal information

When you register, request a demo, contact us, or subscribe to our services, we may collect:

• Full name
• Email address
• Phone number
• Company name
• Job title
• Business address
• Billing information
• Any information you voluntarily provide while communicating with us

Financial and business data

To provide our services, Bank2Ledger may process financial information such as:

• Bank account transaction data
• Transaction descriptions
• Payment references
• Account balances (where applicable)
• Imported bank statements
• Accounting-related information required for reconciliation

We only process this information to deliver the services requested by you.

Technical information

When you use our website or application, we may automatically collect:

• IP address
• Browser type
• Device information
• Operating system
• Pages visited
• Date and time of access
• Referral URLs
• Usage analytics
• Cookies and similar technologies

This information helps us improve performance, security, and user experience.

03 How we use your information

We use your information to:

• Create and manage your account
• Authenticate users
• Import and process banking transactions
• Categorize and reconcile financial records
• Provide customer support
• Improve product functionality
• Personalize user experience
• Detect fraud and maintain platform security
• Send important account notifications
• Communicate product updates, new features, educational resources, and promotional offers
• Comply with applicable legal and regulatory obligations

04 Banking data & integrations

Bank2Ledger works only with the bank statements you choose to upload. The application offers ways to export your processed data in formats that can be imported by accounting software.

We only process the information contained in the documents you provide, and only to deliver the services you have requested.

05 Sharing of information

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

• With trusted infrastructure providers that help us operate our services
• With payment processors for subscription billing
• When required by applicable law or regulatory authorities, and to protect our legal rights or investigate fraud or security incidents

All third-party service providers are required to maintain appropriate confidentiality and security standards.

06 Data security

Protecting your information is one of our highest priorities. We employ industry-standard security measures including:

Access to customer information is limited to authorized personnel who require it to perform their responsibilities. Although we implement strong safeguards, no internet-based system can guarantee absolute security.

07 Data retention

We retain your information only for as long as necessary to provide our services and comply with legal obligations.

If you cancel your subscription:

• Your account data may remain securely stored for up to 6 months
• During this period, you may reactivate your subscription without losing your historical data
• No subscription charges will apply unless you reactivate your account
• After the retention period, your information may be permanently deleted unless a longer retention period is required by law

Where available, you may export your data before requesting deletion.

08 Cookies

Bank2Ledger uses cookies and similar technologies to remember your preferences, maintain secure sessions, improve website performance, understand website usage, analyze visitor behaviour, and enhance your experience.

You may disable cookies through your browser settings. However, certain features of the website may not function correctly.

09 Marketing communications

We may occasionally send product announcements, feature updates, security notifications, educational resources, and promotional offers.

You may unsubscribe from promotional emails at any time using the unsubscribe link included in our communications. Service-related communications necessary for your account may still be sent.

10 Your rights

Subject to applicable laws, you may have the right to:

• Access your personal information
• Correct inaccurate information
• Update your account information
• Request deletion of your personal data
• Withdraw consent where applicable
• Object to certain types of processing
• Request a copy of your stored information

To exercise any of these rights, please contact us using the details below.

11 International data transfers

Our servers are located in the United States and United Kingdom. By using Bank2Ledger, you understand that your information may be stored and processed in these locations.

If your information is transferred or processed outside your country of residence, we take reasonable measures to ensure that it receives an appropriate level of protection consistent with applicable privacy laws.

12 Compliance

We strive to comply with applicable privacy and data protection laws, including:

• Digital Personal Data Protection Act, 2023 (India), where applicable
• General Data Protection Regulation (GDPR), where applicable
• Other applicable privacy and data protection regulations relevant to our services

13 Refund policy

If you are not satisfied with our services, you may request a refund within 30 days of your purchase. Eligible refunds will be processed in accordance with our refund policy and subscription terms.

14 Changes to this policy

We may revise this Privacy Policy from time to time. Any updates will be posted on this page along with the revised effective date. We encourage you to review this page periodically to stay informed about how we protect your information.

15 Contact us

If you have any questions about this Privacy Policy or our data handling practices, please contact us.

Effective date: 14 July 2026 · Last updated: 14 July 2026