Vezra Privacy Notice
Vezra helps people organize financial workflows in one private workspace. This notice explains the information used to provide that experience.
Information Vezra Uses
Vezra may use account, transaction, invoice, document, subscription, and profile information you provide or connect to power dashboard views, reports, reminders, and review workflows.
How Information Is Used
We use information to show balances and activity, organize records, support review queues, generate reports, and help you take actions you request.
- To create dashboard views, cash-flow summaries, recurring-charge review, invoice and receipt workflows, and document-linked records.
- To provide source-linked AI-assisted summaries and review prompts based on records available in your workspace.
- To operate waitlist, early-access, support, security, and account-administration workflows.
Financial Connections
When you connect financial accounts, Vezra uses connection data to retrieve account and transaction information for your workspace.
Your Choices
You can choose what to connect, what to upload, and what actions to take in the dashboard. Contact us for privacy questions or account-data requests.
Service Providers
Vezra may use trusted infrastructure, authentication, payment, financial-data, email, storage, and AI service providers to operate requested product features. Providers should receive only the information needed for their role.
Retention And Deletion
Vezra keeps workspace information for as long as needed to provide the product, maintain records, meet operational needs, or comply with applicable obligations. Users can contact Vezra about access, correction, or deletion requests.
Professional Advice
Vezra is not a provider of legal, tax, investment, accounting, or financial advice. Outputs should be reviewed by qualified professionals before use in business or filing decisions.
Contact
For privacy questions or data requests, contact Vezra at [email protected] or through the account channel available to you.