Privacy Policy

Last Updated: May 15, 2025

Our Zero-Storage Commitment

At Seerly, we believe that true financial clarity shouldn't come at the cost of your privacy. That's why we've built our entire platform on a revolutionary zero-storage architecture — we don't store your financial data. Period.

Unlike traditional financial apps that collect and store your sensitive information, Seerly processes your financial data in real-time, delivers powerful insights, and then forgets what it saw. Think of us as a privacy-first financial advisor that leaves no trace.

How Our Zero-Storage Model Works

Our approach to privacy is radically different:

  • No Transaction Storage: We do not store any transaction data or account information on our servers
  • Secure Access Tokens Only: We only store access tokens to financial institutions
  • Real-Time Processing: When you use the app, we use these tokens to fetch data in real-time
  • No Persistence: Once you close the app, your financial data is not retained on our servers
  • Minimal Caching: We temporarily cache generated insights for a smooth user experience

Information We Collect

What We DO Store:

  • Secure access tokens to financial institutions (not your credentials)
  • Basic account information (email, user ID)
  • App preferences and settings
  • Temporarily cached insights (without the underlying data)

What We DON'T Store:

  • Transaction data
  • Account balances
  • Account numbers
  • Financial institution credentials
  • Merchant information
  • Spending patterns

Real-Time Data Processing

When you open Seerly:

  1. We use secure access tokens to connect to your financial institutions
  2. Your financial data is fetched directly from the source in real-time
  3. Our AI analyzes this data within the secure memory of our system
  4. Insights are generated and displayed to you
  5. When you close the app, the processed data is discarded

This approach delivers powerful financial insights while maximizing your privacy.

Data Security

Even though we don't store your financial data, we implement advanced security measures:

  • End-to-end encryption for all data in transit
  • Secure cloud infrastructure hosted on AWS
  • Regular security audits and penetration testing
  • Strict access controls for internal systems
  • Compliance with industry standards for financial data protection

Access tokens are encrypted and stored using industry-leading security standards. Your financial institution credentials are never visible to Seerly.

Why Choose Our Zero-Storage Approach

Our zero-storage model provides several key benefits:

  • Enhanced Privacy: Your financial data can't be compromised if we don't store it
  • Reduced Risk: No persistent data means minimal risk of data breaches
  • Real-Time Accuracy: You always see the most current information from your accounts
  • Peace of Mind: Use powerful financial tools without privacy compromises

Temporary Caching

To provide a smooth user experience, we temporarily cache:

  • Generated insights and recommendations (without underlying data)
  • Economic Health Score calculations
  • Visual representations of analysis

These caches are temporary, regularly cleared, and never include raw financial data.

Device Usage Information

We collect minimal information about how you use Seerly:

  • Basic device information (model, operating system)
  • App performance metrics to improve functionality
  • Error logs for troubleshooting (without financial data)

This information helps us improve the app without compromising your financial privacy.

Your Rights and Controls

With Seerly, you have complete control:

  • Connection Management: Add or remove financial connections anytime
  • Token Deletion: Permanently remove access tokens on demand
  • Cache Clearing: Clear cached insights with a single tap
  • Account Deletion: Completely remove all data associated with your account

To exercise these rights, use the privacy settings in the app or contact our privacy team at privacy@seerly.com.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will notify you of material changes through the app or via email. Your continued use of Seerly after such changes constitutes your acceptance of the updated policy.

Contact Us

If you have questions about our zero-storage approach or privacy practices, please contact us at:

Email: contact@seerly.com