Privacy Policy

WizData, Inc. (“WizData,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our corporate website (the “Site”).

This Policy applies to the Site only. It does not apply to any WizData software-as-a-service products, platforms, or applications (the “Services”), which are governed by a separate privacy notice.

Please read this Privacy Policy carefully. By accessing or using the Site, you acknowledge you have read and understood the practices described herein. If you do not agree with this Policy, please do not use the Site.

1. Scope and Application

WizData, Inc. is a technology company headquartered in the San Francisco Bay Area, California. This Site is intended for a global audience, including finance and accounting professionals. We do not provide professional accounting or financial advice via this Site.

2. Information We Collect

We collect minimal information necessary to operate and improve our Site. We do not collect sensitive financial or accounting data through this Site.

2.1 Information You Provide Voluntarily

We collect information you voluntarily provide when you interact with the Site, such as when you:

• Fill out a “Contact Us” or “Request a Demo” form (e.g., name, email address, company name, job title).
• Subscribe to our newsletter or blog updates (e.g., email address).
• Download gated content like white papers or case studies (e.g., name, email address, company name).

2.2 Information Collected Automatically (Usage Data)

When you visit the Site, we may automatically collect certain information about your device and usage, including:

• Log Data: IP address, browser type, operating system, referring URLs, pages viewed, date/time stamps.
• Device Information: Device type, unique device identifiers.
• Usage Metadata: Information about how you interact with the Site, such as clickstream data, features used, and time spent on pages.

We and our third-party partners may use cookies, web beacons, pixels, and similar technologies to collect this information. This data is used for marketing, business analytics, and improving Site functionality.

3. How We Use Your Information

We use the information we collect for various purposes, including to:

• Provide, operate, and maintain the Site.
• Respond to your inquiries and fulfill your requests (e.g., when you request a demo or download content).
• Send administrative information, such as updates to our Terms or this Policy.
• Analyze Site usage trends and gather demographic information for business analytics and marketing effectiveness.
• Improve the Site and develop new features.
• Detect, prevent, and address technical issues or fraudulent activity.
• Comply with legal obligations.

4. Legal Bases for Processing (EEA, UK, and Swiss Users)

If you are located in the European Economic Area (EEA), the United Kingdom (UK), or Switzerland, our legal basis for collecting and using your personal information under the General Data Protection Regulation (GDPR), UK GDPR, or Swiss FADP depends on the data concerned and the context in which we collect it. We typically rely on the following bases:

• Consent: Where you have provided explicit consent (e.g., for non-essential cookies). You have the right to withdraw consent at any time.
• Legitimate Interests: For processing necessary for our legitimate interests (or those of a third party), provided your interests and fundamental rights do not override those interests. Our legitimate interests include operating and improving the Site, conducting analytics, and marketing our products.
• Contractual Necessity: Where processing is necessary to perform a contract with you (e.g., responding to a demo request).
• Legal Obligation: Where we need to comply with a legal obligation.

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and use personal information about you, including to serve interest-based advertising.

5.1 What Are Cookies?

Cookies are small data files placed on your device when you visit a website. They help us remember your preferences and understand how you use our Site.

5.2 Types of Cookies We Use

We categorize cookies as follows:

• Strictly Necessary Cookies: Essential for the Site to function (e.g., security, load balancing). These cannot be disabled.
• Functional Cookies: Enhance performance and personalize your experience (e.g., remembering your region).
• Analytics/Performance Cookies: Collect aggregated information about how visitors use the Site (e.g., pages visited, traffic sources).
• Targeting/Advertising Cookies: Used to deliver relevant advertisements and measure campaign effectiveness. These may be set by us or our advertising partners.

5.3 Your Cookie Choices

• EU/UK/Switzerland: The first time you visit our Site, you will be presented with a cookie banner. We will place non-essential cookies only after you have provided your affirmative consent. You can change your preferences at any time via the “Cookie Settings” link in the footer.
• California: You have the right to opt-out of the “sale” or “sharing” of your personal information for cross-context behavioral advertising. You can exercise this right via our “Do Not Sell or Share My Personal Information” link in the footer, or via the cookie banner.
• All Other Regions: By continuing to use the Site, you consent to our use of cookies as described in this Policy. You can also control cookies through your browser settings.

6. Sharing and Disclosure of Information

We do not sell or rent your personal information to third parties for their own marketing purposes without your explicit consent. We may share information in the following circumstances:

• Service Providers: With trusted third-party vendors who assist us in operating the Site, conducting our business, or serving our users (e.g., hosting providers, analytics providers, CRM platforms). These parties are contractually obligated to keep this information confidential and process it only on our behalf.
• Legal Requirements: If required to do so by law, or in response to valid requests by public authorities (e.g., a court or government agency).
• Business Transfers: In connection with a merger, acquisition, financing, or sale of assets, your information may be transferred as a business asset.
• With Your Consent: We may share information for any other purpose disclosed to you with your consent.

7. International Data Transfers

As a global company headquartered in the United States, your information may be transferred to, stored, and processed in the United States or other countries outside your country of residence. Data protection laws in these countries may differ from those of your jurisdiction.

When we transfer personal information from jurisdictions with specific data transfer restrictions (such as the EEA, UK, Switzerland, Japan, or China), we implement appropriate safeguards to ensure your information is adequately protected. These safeguards may include:

• Standard Contractual Clauses (SCCs) approved by the European Commission or UK authorities for transfers from the EEA/UK.
• Adequacy Decisions for transfers to countries deemed to provide an adequate level of protection.
• Cross-Border Privacy Rules (CBPR) or other recognized certification mechanisms.
• For transfers from China, compliance with the requirements for Security Assessment, Standard Contractual Clauses filing, or Personal Information Protection Certification as required under the PIPL.
• For transfers from Japan, compliance with Article 28 of the APPI, including providing necessary disclosures and obtaining consent where required.

By using the Site, you acknowledge and agree to the transfer of your information to the United States and other jurisdictions as described above.

8. Your Privacy Rights

Depending on your location, you may have specific rights regarding your personal information.

8.1 Rights for EEA, UK, and Swiss Residents (GDPR/UK GDPR/FADP)

If you are located in the EEA, UK, or Switzerland, you have the following rights:

• Access: Request a copy of the personal information we hold about you.
• Rectification: Request correction of inaccurate or incomplete information.
• Erasure (“Right to be Forgotten”): Request deletion of your personal information, subject to certain legal exceptions.
• Restriction: Request restriction of processing of your personal information.
• Data Portability: Request transfer of your information to another organization in a structured, commonly used format.
• Object: Object to processing based on legitimate interests or for direct marketing purposes.
• Withdraw Consent: Withdraw your consent at any time where processing is based on consent. This does not affect the lawfulness of processing prior to withdrawal.

To exercise these rights, please contact us at privacy@wizdata.ai. We will respond within one month. You also have the right to lodge a complaint with your local data protection authority.

8.2 Rights for California Residents (CCPA/CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) grant you specific rights regarding your “personal information.”

• Right to Know: Request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources, the business purpose for collection, and the categories of third parties with whom we share it.
• Right to Delete: Request deletion of personal information we have collected from you, subject to certain exceptions.
• Right to Correct: Request correction of inaccurate personal information.
• Right to Opt-Out of Sale/Sharing: You have the right to opt-out of the “sale” or “sharing” of your personal information for cross-context behavioral advertising. We do not “sell” personal information in the traditional sense, but we may “share” information with advertising partners via cookies.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

To exercise your rights, please contact us at privacy@wizdata.ai. We may need to verify your identity before processing your request.

8.3 Rights for Canadian Residents (PIPEDA)

If you are a Canadian resident, you have the right to access and challenge the accuracy of your personal information held by us. Under PIPEDA, we are responsible for protecting your information and must obtain your meaningful consent for its collection, use, and disclosure. You may withdraw your consent at any time, subject to legal or contractual restrictions. We have designated an individual responsible for privacy compliance; you can contact them at privacy@wizdata.ai.

8.4 Rights for Japanese Residents (APPI)

If you are a Japanese resident, under the Act on the Protection of Personal Information (APPI), you have the right to request disclosure, correction, suspension of use, or deletion of your “Retained Personal Data.” We will respond to such requests without delay. Where we transfer your Personally Referable Information (e.g., cookie data) to third parties, we comply with Japan’s cross-border transfer rules.

8.5 Rights for Indian Residents (DPDPA)

If you are an Indian resident, under the Digital Personal Data Protection Act (DPDPA), you have the right to obtain information about your personal data, seek correction/erasure, and grievance redressal. We process your data based on consent or for legitimate purposes as permitted by law.

8.6 Rights for Chinese Residents (PIPL)

If you are a resident of the People’s Republic of China, under the Personal Information Protection Law (PIPL), you have the right to access, copy, transfer, correct, and delete your personal information. You may also withdraw consent and request the deletion of your information when processing purposes have been achieved or consent is withdrawn. Where required, we will obtain separate consent for the transfer of your personal information outside of China.

8.7 Rights for Australian Residents

If you are an Australian resident, under the Privacy Act 1988 (Cth), you have the right to access and correct your personal information. You may also make a complaint about our handling of your information. As of December 2026, we will also provide transparency regarding any automated decision-making processes that may significantly affect your rights or interests, in compliance with the new Privacy Act amendments.

9. Data Security

We implement appropriate technical and organizational security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption, access controls, and secure data storage. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

10. Children’s Privacy

The Site is not directed to individuals under the age of 16 (or the relevant age of majority in your jurisdiction). We do not knowingly collect personal information from children. If we become aware that a child has provided us with personal information, we will take steps to delete such information.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make material changes, we will update the “Last Updated” date at the top of this Policy and notify you by placing a prominent notice on the Site. We encourage you to review this Policy periodically.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact our Privacy Officer at: