Privacy Policy

We collect only what we need to deliver reliable accounting services and keep it protected.

Effective date: 2026-01-27  |  Last updated: 2026-01-27

This Privacy Policy explains how Feline Consulting (“Feline,” “we,” “us”) collects, uses, shares, and protects personal information when you visit our website, contact us, or use our services.

1) Information we collect

A. Information you provide

  • Contact details (name, email, phone, company name, role).
  • Business details (entity name, industry, location, tax year, bookkeeping/tax preferences).
  • Content you send us (messages, uploads, documents, call notes).

B. Financial and accounting data (when you become a client)

To deliver services, you may connect accounts or provide exports and documents. This can include bank/credit account identifiers (often last four digits), balances, transactions, vendor names, dates, memos, categories, invoices, bills, payroll summaries, and similar financial records.

C. Website and device data

  • IP address, device/browser details, pages visited, referral URLs, and approximate location.
  • Cookies and similar technologies (see “Cookies & analytics”).

D. Sensitive information

We do not intentionally collect sensitive personal data unless it is required for your engagement (for example, tax filings or identity verification in certain contexts). If we ever need it, we limit access and use it only for the stated purpose.

2) How we use information

  • Deliver services (bookkeeping, reconciliations, reporting, support, and coordination).
  • Set scope and pricing based on transaction volume and operational complexity.
  • Communicate with you about your account, requests, deadlines, and deliverables.
  • Improve our workflows, templates, and quality controls.
  • Security, fraud prevention, and legal compliance.
  • Marketing (only where allowed; you can opt out anytime).

3) Cookies & analytics

We may use cookies and analytics to understand site performance and improve usability (for example, which pages are most visited). You can control cookies through your browser settings.

4) AI-assisted tools

We may use AI-assisted tools to accelerate drafting, summarization, classification, and quality checks (for example, turning raw notes into variance explanations). We do not use AI as a substitute for professional judgment. We apply review controls and do not rely on AI outputs without human verification.

  • We minimize data sent to AI tools and avoid sending sensitive identifiers unless necessary.
  • We prefer vendors that offer business-grade privacy and do not train on your data where those controls exist.
  • AI outputs may be inaccurate; our process requires review and validation.

5) How we share information

We do not sell personal information. We may share data with:

  • Service providers (hosting, email, analytics, invoicing, scheduling, support tools).
  • Financial platforms you authorize (bank feeds, payment processors, accounting software).
  • Professional advisors (legal, tax, compliance) under confidentiality where needed.
  • Authorities if required by law, valid subpoena, or to protect rights and safety.

Like other firms, we may receive transaction and account data when you connect financial platforms, and we use it to deliver reporting and reconciliation workflows.

Third-party links

Our website may link to third-party sites. Their privacy practices are governed by their own policies.

International transfers

Depending on where you are located and which providers we use, your data may be processed in other countries. We use reasonable safeguards appropriate for the engagement.

6) Data retention

We keep information for as long as needed to provide services, meet legal and accounting record requirements, resolve disputes, enforce agreements, and maintain our audit trail. Retention periods can vary by client engagement.

7) Security

We use reasonable administrative, technical, and organizational safeguards (access controls, least-privilege, secure storage, and standard encryption practices where available).

8) Your rights & choices

  • Access, correction, or deletion requests (subject to legal/recordkeeping needs).
  • Marketing opt-out via the unsubscribe link or by contacting us.
  • Cookie controls in your browser settings.

9) Children’s privacy

Our services are not directed to children, and we do not knowingly collect information from anyone under 13.

10) Changes to this policy

We may update this policy from time to time. We will update the “Last updated” date and, when appropriate, provide additional notice for material changes.

11) Contact

Questions or requests: Contact us.