Last Updated: August 7, 2026
At Vidata, protecting your business information is one of our highest priorities. We understand that our customers trust us with financial and operational data from their accounting systems and business documents. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have regarding your information.
Welcome to Vidata ("Vidata", "we", "our", or "us"). Vidata is an AI-powered business intelligence platform that enables businesses to securely connect their financial and operational data sources, ask questions in natural language, and receive insights that help them better understand and manage their business.
We believe that your business data belongs to you. Our role is to securely process your information to provide the services you request. We do not sell your financial information, accounting records, or uploaded business data.
This Privacy Policy explains how we collect, use, disclose, protect, store, and process information when you:
By using Vidata, you acknowledge that you have read and understood this Privacy Policy.
This Privacy Policy applies to all services operated by Vidata, including:
This Privacy Policy does not apply to third-party products or services that operate independently of Vidata, even if they integrate with our platform. Those services are governed by their own privacy policies.
To provide our services, we collect different categories of information. The type of information collected depends on how you use Vidata and the features you choose to enable.
| Category | Examples | Purpose |
|---|---|---|
| Account Information | Name, email address, password (encrypted), company name | Create and manage your account |
| Profile Information | Business details, preferred settings, timezone | Personalize your experience |
| Support Requests | Emails, chat conversations, screenshots | Resolve technical issues and improve support |
| Communications | Survey responses, feedback, feature requests | Improve Vidata and communicate with customers |
Like most modern SaaS applications, Vidata automatically collects certain technical information necessary to operate and secure the platform.
We use this information to maintain service reliability, improve application performance, troubleshoot issues, detect unauthorized access, and protect our customers against abuse or malicious activity.
We intentionally limit the information we collect. Unless required to provide our services, Vidata does not knowingly collect or request:
Vidata never asks for or stores your QuickBooks username or password. QuickBooks connections are established using Intuit's secure OAuth authorization process, allowing you to revoke Vidata's access at any time through your Intuit account.
One of Vidata's primary features is the ability to securely connect to your QuickBooks Online account using Intuit's OAuth 2.0 authorization framework. This connection enables Vidata to analyze your financial information and generate business insights based on the data you choose to make available.
Vidata accesses QuickBooks data only after you explicitly authorize the connection through Intuit's secure authorization process.
You may revoke Vidata's access at any time through your Intuit account settings or by disconnecting your QuickBooks organization from within Vidata.
Depending on the permissions granted and the features you use, Vidata may retrieve information such as:
The specific information retrieved depends on the permissions authorized by you and the capabilities available through the QuickBooks Online API.
Vidata does not ask for, receive, or store your QuickBooks username or password. Instead, QuickBooks authentication is handled entirely by Intuit using OAuth 2.0. After authorization, Intuit issues secure access tokens that allow Vidata to retrieve only the information necessary to provide the services you have requested.
OAuth tokens are stored securely and may be refreshed automatically while your QuickBooks connection remains active. You can disconnect your QuickBooks account at any time.
Vidata accesses QuickBooks information solely to provide services requested by you, including but not limited to:
Vidata does not use your QuickBooks data for advertising purposes and does not sell your accounting information to third parties.
Vidata allows customers to upload spreadsheets and other supported business files in order to expand available business insights beyond accounting information.
Examples of uploaded information may include:
Uploaded files remain the property of the customer. Vidata processes these files only to provide the services requested by the customer.
Uploaded files may be:
We do not review customer files manually unless you explicitly request technical support and provide permission for us to investigate a specific issue.
Vidata uses collected information only for legitimate business purposes related to operating, maintaining, improving, and securing the platform.
| Purpose | Examples |
|---|---|
| Provide Services | Generate dashboards, reports and AI-powered business insights. |
| Account Management | Authenticate users, manage subscriptions, maintain user preferences. |
| Platform Security | Prevent fraud, detect abuse, investigate suspicious activity, maintain system integrity. |
| Customer Support | Respond to support requests and troubleshoot technical issues. |
| Product Improvement | Analyze anonymized usage trends to improve the platform. |
| Legal Compliance | Meet applicable legal, accounting and regulatory obligations. |
Vidata is committed to responsible handling of customer information. Unless required by law or with your explicit permission, we do not:
Vidata uses Artificial Intelligence ("AI") to help customers analyze business information more efficiently. AI enables customers to ask questions using natural language rather than building traditional reports or dashboards.
When you ask a question within Vidata, relevant information from your connected data sources may be processed by AI services in order to generate a response.
Examples include:
AI-generated responses are intended to assist decision making and should not be considered accounting, tax, legal, or financial advice. Although Vidata strives to provide accurate insights, AI-generated responses may occasionally contain errors, omissions, or incomplete interpretations. Customers should independently verify important financial decisions before acting upon AI-generated recommendations.
Vidata is committed to responsible use of AI technologies. Our goal is to help customers better understand their business—not to make business decisions on their behalf. Accordingly:
Customers remain responsible for reviewing AI-generated insights and making their own business decisions.
Vidata understands that the information stored within your account may contain confidential business and financial information. We do not sell, rent, or trade your information to third parties.
We only disclose information in the limited circumstances described below.
Vidata works with carefully selected third-party service providers that help us operate and deliver our services. These providers may process information only on our behalf and only for the purposes of providing the services requested by Vidata.
Examples of service providers may include:
| Service | Purpose |
|---|---|
| Cloud Hosting | Application hosting, storage and infrastructure. |
| AI Providers | Generate natural language responses and business insights. |
| Email Services | Account verification, password resets and notifications. |
| Payment Processor | Subscription billing and payment processing. |
| Monitoring Services | Application monitoring, diagnostics and performance analysis. |
Our service providers are contractually required to protect customer information and may use it only to perform services on our behalf.
Vidata may disclose information when we reasonably believe disclosure is required to:
If Vidata is involved in a merger, acquisition, financing, reorganization or sale of assets, customer information may be transferred as part of that transaction, subject to applicable privacy laws and appropriate confidentiality obligations.
If such a transfer materially affects how your information is handled, we will provide notice where required by law.
Protecting customer information is one of Vidata's highest priorities. We implement administrative, technical and organizational safeguards designed to protect customer information against unauthorized access, disclosure, alteration and destruction.
Depending on the services being used, Vidata may employ security measures such as:
No method of transmitting information over the Internet or storing information electronically is completely secure. While Vidata works to protect customer information using industry-standard safeguards, we cannot guarantee absolute security.
Customers also play an important role in protecting their information. You are responsible for:
Vidata retains information only for as long as necessary to provide the services requested by our customers, comply with legal obligations, resolve disputes and enforce our agreements.
Information associated with your account is generally retained while your account remains active.
If you close your account, we will delete or anonymize your information within a commercially reasonable period, unless we are required to retain certain information by law or for legitimate business purposes.
When you disconnect a QuickBooks organization or remove uploaded business files, Vidata will no longer access newly available information from those sources.
Previously processed information may remain available for a limited period to support account recovery, customer requests, backup restoration or legal compliance, after which it will be deleted or anonymized in accordance with our retention policies.
Customer information may continue to exist within secure backup systems for a limited period before being automatically overwritten as part of normal backup rotation procedures.
Depending on your location and applicable law, you may have certain privacy rights regarding your personal information.
You may request information regarding the personal information associated with your Vidata account.
You may update or correct certain account information directly through your account settings or by contacting Vidata support.
You may request deletion of your account and associated personal information, subject to applicable legal and contractual obligations.
You may disconnect QuickBooks Online or remove uploaded files at any time using the tools available within Vidata.
Disconnecting an integration prevents Vidata from retrieving new information from that connected service.
You may opt out of receiving promotional emails by following the unsubscribe instructions contained within those communications. Certain operational or account-related communications may still be sent where necessary to provide the services you have requested.
Vidata believes that customers should remain in control of their business information. You own your data. Our role is to help you analyze and understand it—not to claim ownership of it.
Vidata provides services to customers in multiple countries. As a result, your information may be processed, stored, or accessed in jurisdictions outside your country of residence.
Where personal information is transferred across borders, Vidata takes reasonable steps to ensure that appropriate safeguards are implemented in accordance with applicable privacy laws.
By using Vidata, you acknowledge that your information may be transferred to and processed in countries where data protection laws may differ from those in your country of residence.
Vidata uses reputable cloud infrastructure providers to host and process customer information. Data may be stored in one or more geographic regions depending on infrastructure availability, service reliability, disaster recovery requirements, and customer needs.
Regardless of where information is stored, Vidata applies consistent security practices designed to protect customer information.
Vidata is intended for use by businesses and individuals who are at least 18 years of age.
Our services are not directed toward children, and we do not knowingly collect personal information from individuals under the age of 18.
If we become aware that personal information has been collected from a child in violation of applicable law, we will take reasonable steps to delete such information promptly.
Technology, laws, and our services continue to evolve. Accordingly, Vidata may update this Privacy Policy from time to time to reflect changes in our services, legal obligations, security practices, or business operations.
When material changes are made, we will update the Last Updated date at the beginning of this document. Where required by law, we will also provide additional notice through the Vidata application, email, or other appropriate communication channels.
We encourage customers to review this Privacy Policy periodically to stay informed about how we protect their information.
If you have any questions, concerns, or requests regarding this Privacy Policy or how your information is handled, please contact us.
| Company | Vidata |
|---|---|
| hello@vidata.ai | |
| Website | https://vidata.ai |
| Privacy Requests | Please email us with the subject line "Privacy Request". |
Trust is fundamental to our relationship with our customers. We are committed to protecting your information, continuously improving our security practices, and being transparent about how customer information is collected, used, and protected. Thank you for choosing Vidata.