Simplance was designed for freelancers who demand ownership and clarity. We never sell data, and we only collect what powers the experience you asked for. Every integration connects only with your explicit permission.
Last updated March 20, 2026
Secure authentication and database. No hidden scrapers, no data selling. Optional integrations only connect with your explicit authorization.
We only track in-app events to improve features. Respect DNT, no ad retargeting, opt-out anytime.
Delete or update every business, client, or profile record from Settings. Export your data anytime from Settings.
Deliver the product
Render your dashboards, analytics, invoices, and notifications. Legal basis: contract.
Sync & back up
Store entries securely in our database, with daily encrypted backups. Legal basis: contract.
Improve Simplance
Analyze aggregated product usage to prioritize features. Legal basis: legitimate interest. No behavioral ads.
Support & safety
Respond to support tickets, fight spam, and moderate public posts. Legal basis: legitimate interest.
Sync platform data
Sync income and transactions from platforms you connect (Stripe Connect, Plaid bank connections). Data used to populate your income dashboard and expense tracking. Legal basis: consent (you authorize each connection).
Process payments
Generate payment links for invoices (via Stripe, Square, or PayPal) and process Pro subscription charges via Stripe. Legal basis: contract.
Community sharing is optional. When you publish a business share you pick a visibility setting:
Public shares display your profile (display name, avatar, bio, website) and your business details (name, type, industry, logo, cover image). Email addresses stay private. You can delete a share at any time; deleted shares disappear immediately from public feeds.
In Plain English:
We protect your financial data using the same security methods that banks use. Your information is encrypted (scrambled), and only you can access your own records.
In Plain English:
When you subscribe to the Pro tier, we store basic billing information (which plan you have, when it started/ends). Your credit card details are stored by Stripe, not Simplance. We never see or touch your payment card information.
Secure Database & Authentication
Stores your data with enterprise-grade security and privacy controls. Also handles transactional emails (verification, password reset).
View policy →Stripe Payment Processing
Secure payment processing for Pro subscriptions and optional income syncing via Stripe Connect. PCI-DSS compliant; Simplance never stores credit card details. Stripe Connect tokens stored encrypted and revocable anytime.
View policy →Square Payment Processing
Payment link generation for invoices via Square. Square handles checkout and payment processing securely.
View policy →PayPal Payment Processing
Invoice creation and payment collection via PayPal. PayPal handles payment processing and buyer protection.
View policy →Plaid Bank Connections
Securely links your bank accounts to sync transactions and balances. Simplance never receives your bank login credentials — Plaid handles authentication directly.
View policy →AI Financial Advisor
Powers the AI Advisor feature using Anthropic's Claude. Your financial summary is sent to generate personalized advice. No data is stored by Anthropic beyond the request.
View policy →We rely on three categories of browser storage:
You can clear or block any of these via your browser. Disabling essential storage prevents login; disabling analytics has no product impact. Read the full Cookie Policy for detailed lifetimes.
Access & Portability
Download your complete data export (CSV format) from Settings, or contact support for JSON format.
Rectification
Update any business, profile field, or notification preference immediately in-app.
Erasure
Delete businesses, community posts, or your full account. Deleted data leaves backups within 30 days.
Restriction
Disable analytics via your browser's Do Not Track setting or by blocking analytics cookies. Simplance respects DNT automatically.
Objection
Contact us to opt out of legitimate-interest processing (analytics/support retention).
Complaints
Email support@simplance.org and we'll respond promptly.
UK GDPR (the UK's post-Brexit data protection regime) applies to UK residents. It parallels the EU GDPR with substantively the same rights, which are already enumerated in "Your Rights & Controls" above (access, rectification, erasure, restriction, objection, portability, complaint).
Data residency: Simplance stores user data in the United States (Supabase, AWS us-east-1). Transfers from the UK to the US rely on the UK Extension to the EU-US Data Privacy Framework and Standard Contractual Clauses where applicable. We do not transfer your data outside of these safeguards.
Supervisory authority: If you believe we're processing your personal data unlawfully, you have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk/make-a-complaint. We'd appreciate the chance to address your concern first via support@simplance.org.
Lawful basis for processing: we process your account and financial data under "contract" (we need it to provide the service you signed up for) and process analytics under "legitimate interest" (improving the product), which you can object to at any time. Marketing emails are sent only with your explicit consent and you can unsubscribe at any time.
Email support@simplance.org or open the in-app support form. We use spam protection to verify legitimate requests; this only receives your IP and browser metadata to prove you're human.
Support messages are stored securely until resolved, then retained for auditing purposes before deletion.
When we materially change this policy, we'll email all registered users and display an in-app banner. We timestamp changes, keep an archive of prior versions, and require re-consent for anything that expands how we process personal data.