Privacy Policy

Last updated: January 20, 2026

1. Introduction

RequestSherpa ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our invoice processing service.

2. Information We Collect

We collect the following information:

  • Account Information: Email address and name from your Google or Microsoft account for authentication purposes.
  • Email Metadata: Subject lines, sender information, and timestamps for emails matching your configured search patterns.
  • Invoice Data: Information extracted from PDF attachments including vendor names, invoice numbers, and amounts.
  • Audit Records: Logs of system actions for your compliance and record-keeping purposes.

3. How We Use Your Information

Your information is used solely to:

  • Authenticate your identity and provide access to the service
  • Process emails matching your configured business rules and patterns
  • Extract invoice data from PDF attachments for your review
  • Maintain audit trails for your compliance requirements
  • Integrate with QuickBooks Online at your direction

4. Data Storage and Retention

We do not store the content of your emails. We only retain:

  • Extracted invoice data and PDF attachments necessary for processing
  • Audit records of system actions
  • Your configured business rules and preferences

All data is stored securely using industry-standard encryption and access controls.

5. Data Sharing

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Your data may only be shared with:

  • QuickBooks Online: Only when you explicitly initiate an integration action
  • Service Providers: Infrastructure providers (hosting, database) who are contractually bound to protect your data
  • Legal Requirements: When required by law or to protect our legal rights

6. Your Rights and Choices

You have the right to:

  • Access: Request a copy of your data
  • Correction: Update or correct your information
  • Deletion: Delete your account and all associated data
  • Revoke Access: Disconnect email or QuickBooks integrations at any time

7. Account Deletion

You may delete your account at any time through the application settings. Upon deletion:

  • Your account will be immediately deactivated
  • All personal data, including invoices, audit logs, and configurations, will be permanently deleted within 30 days
  • OAuth tokens and integrations will be revoked immediately

8. Security

We implement industry-standard security measures including:

  • Encryption in transit (TLS/SSL) and at rest
  • Secure OAuth 2.0 authentication
  • Regular security audits and monitoring
  • Access controls and audit logging

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

Email: privacy@requestsherpa.com