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Privacy Policy

 

This privacy policy was last revised on January 1, 2024.

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This is the Privacy Policy of Spendwise, Inc ("Spendwise", "we", "us" or "our"). By accepting the Privacy Policy in registration or by visiting and using the Site, you expressly consent to our collection, use and disclosure of your personal information in accordance with this Privacy Policy. This Privacy Policy is incorporated into and subject to our Terms of Use.

 

Scope of this Privacy Policy

This Privacy Policy applies to our website https://www.spendwise.com and our related products and services.

This Privacy Policy is divided into three parts:

Part I – Information Spendwise collects and controls

This part deals with how Spendwise collects and uses information about website visitors, potential customers, users of Spendwise's products and services, and others who contact Spendwise through forms or email addresses published on or linked to our website.

Part II – Information that Spendwise processes on your behalf

This part deals with how Spendwise handles data that you entrust to Spendwise when you use our products and services, or when you share any personal or confidential information with us while requesting customer support.

Part III – General

This part deals with topics that are relevant to both Parts I and II, and other general topics such as Spendwise's security commitments and how we will inform you when we change this Privacy Policy.

Part I – Information Spendwise collects and controls

What information Spendwise collects

We collect information about you only if we need the information for some legitimate purpose. Spendwise will have information about you only if (a) you have provided the information yourself, (b) Spendwise has automatically collected the information, or (c) Spendwise has obtained the information from a third party. Below we describe the various scenarios that fall under each of those three categories and the information collected in each one.

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Information that you provide us

i. Account signup: When you sign up for an account to access one or more of our services, we ask for information like your name, email address, company name and contact number to complete the account signup process. You'll also be required to choose a password for accessing the created account. You may also provide us with more information but we don’t require that information to sign up for an account.

ii. Event registrations and other form submissions: We record information that you submit when you (i) register for any event, including webinars or seminars, (ii) subscribe to our newsletter or any other mailing list, (iii) submit a form in order to download any product, whitepaper, or other materials, (iv) participate in contests or respond to surveys, or (v) submit a form to request customer support or to contact Spendwise for any other purpose.

iii. Payment processing: When you buy something from us, we ask you to provide your name, credit card information or other payment account information and billing zip code. For quick processing of future payments we may store your credit card information or other payment information in an encrypted format in the secured servers of our Payment Gateway Service Providers.

iv. Testimonials: When you authorize us to post testimonials about our products and services on websites, we may include your name and other personal information in the testimonial. You will be given an opportunity to review and approve the testimonial before we post it. If you wish to update or delete your testimonial, you can contact us at support@spendwise.com.

v. Interactions with Spendwise: We may record, analyze and use your interactions with us, including email, telephone, and chat conversations with our sales and customer support professionals, for improving our interactions with you and other customers.
 

Information that we collect automatically

i. Information from browsers, devices and servers: When you visit our website, we collect information that web browsers, mobile devices and servers make available, such as the internet protocol address, browser type, language preference, time zone, referring URL, date and time of access, operating system, mobile device manufacturer and mobile network information. We include these in our log files to understand more about visitors to our website.

ii. Information from cookies and other technologies: We use cookies and other similar technologies to identify users of our services and to enhance user experience. We also use cookies and other similar technologies to identify visitors, track website navigation, gather demographic information about visitors and users, understand email and marketing campaign effectiveness and for targeted visitor and user engagement by tracking your activities on our website.

iii. Information from application logs and mobile analytics: We collect information about your use of our products and services from application logs and in-house usage analytics tools, and use it to understand how your business use and needs can improve our products. This information includes clicks, scrolls, features accessed, access time and frequency, errors generated, performance data, storage utilized, user settings and configurations, and devices used to access and their locations.
 

Information that we collect from third parties

i. Referrals: If someone has referred any of our products or services to you through any of our referral programs, that person may have provided us your name, email address and other personal information. You may contact us at support@spendwise.com to request that we remove your information from our database. If you provide us information about another person, or if another person gives us your information, we will only use that information for the specific reason for which it was provided to us.

ii. Information from our reselling partners and service providers: If you contact any of our reselling partners, or otherwise express interest in any of our products or services to them, the reselling partner may pass your name, email address, company name and other information to Spendwise. If you register for or attend an event that is sponsored by Spendwise, the event organizer may share your information with us. Spendwise may also receive information about you from review sites if you comment on any review of our products and services, and from other third-party service providers that we engage for marketing our products and services.

iii. Information from social media sites and other publicly available sources: When you interact or engage with us on social media sites such as Facebook, Twitter and LinkedIn through posts, comments, questions and other interactions, we may collect such publicly available information, including profile information, to allow us to connect with you, improve our products, or better understand user reactions and issues. Once collected, this information may remain with us even if you delete it from the social media sites. Spendwise may also add and update information about you, from other publicly available sources.
 

Purposes for using information

In addition to the purposes mentioned above, we may use your information for the following purposes:

• To communicate with you (such as through email) about products and services that you have signed up for, changes to this Privacy Policy, changes to the Terms of Use, or important notices;

• To keep you posted on new products and services, upcoming events, offers, promotions and other information that we think will be of interest to you;

• To ask you to participate in surveys, or to solicit feedback on our products and services;

• To set up and maintain your account, and to do all other things required for providing our services;

• To understand how users use our products and services, to monitor and prevent problems, and to improve our products and services;

• To provide customer support, and to analyze and improve our interactions with customers;

• To detect and prevent fraudulent transactions and other illegal activities, to report spam, and to protect the rights and interests of Spendwise, Spendwise’s users, third parties and the public;

• To update, expand and analyze our records, identify new customers, and provide products and services that may be of interest to you;

• To analyze trends, administer our website, and track visitor navigations on our website to understand what visitors are looking for and to better help them;

• To monitor and improve marketing campaigns and make suggestions relevant to the user.

 

Legal bases for collecting and using information

Legal processing bases applicable to Spendwise: If you are an individual from the European Economic Area (EEA), our legal basis for information collection and use depends on the personal information concerned and the context in which we collect it. Most of our information collection and processing activities are typically based on (i) contractual necessity, (ii) one or more legitimate interests of Spendwise or a third party that are not overridden by your data protection interests, or (iii) your consent. Sometimes, we may be legally required to collect your information, or may need your personal information to protect your vital interests or those of another person.

Withdrawal of consent: Where we rely on your consent as the legal basis, you have the right to withdraw your consent at any time, but this will not affect any processing that has already taken place.

Legitimate interests notice: Where we rely on legitimate interests as the legal basis and those legitimate interests are not specified above, we will clearly explain to you what those legitimate interests are at the time that we collect your information.

Your choice in information use
Opt out of non-essential electronic communications: You may opt out of receiving newsletters and other non-essential messages by using the ‘unsubscribe’ function included in all such messages. However, you will continue to receive notices and essential transactional emails.

Disable cookies: You can disable browser cookies before visiting our website. However, if you do so, you may not be able to use certain features of the website properly.

Optional information: You can choose not to provide optional profile information. You can also delete or change your optional profile information. You can always choose not to fill in non-mandatory fields when you submit any form linked to our website.

Who we share your information with
We do not sell any personal information. We share your information only in the ways that are described in this Privacy Policy, and only with parties who adopt appropriate confidentiality and security measures.

Employees and independent contractors: Employees and independent contractors of Spendwise have access to the information covered in Part I on a need-to-know basis. We require all employees and independent contractors of Spendwise to follow this Privacy Policy for personal information that we share with them.

Third-party service providers: We may need to share your personal information and aggregated or de-identified information with third-party service providers that we engage, such as marketing and advertising partners, event organizers, web analytics providers and payment processors. These service providers are authorized to use your personal information only as necessary to provide these services to us.

Other cases: Other scenarios in which we may share the same information covered under Parts I and II are described in Part III.

Your rights with respect to information we hold about you as a controller
If you are in the European Economic Area (EEA), you have the following rights with respect to information that Spendwise holds about you. Spendwise undertakes to provide you the same rights no matter where you choose to live.

Right to access: You have the right to access (and obtain a copy of, if required) the categories of personal information that we hold about you, including the information's source, purpose and period of processing, and the persons to whom the information is shared

Right to rectification: You have the right to update the information we hold about you or to rectify any inaccuracies. Based on the purpose for which we use your information, you can instruct us to add supplemental information about you in our database.

Right to erasure: You have the right to request that we delete your personal information in certain circumstances, such as when it is no longer necessary for the purpose for which it was originally collected.

Right to restriction of processing: You may also have the right to request to restrict the use of your information in certain circumstances, such as when you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.

Right to data portability: You have the right to transfer your information to a third party in a structured, commonly used and machine-readable format, in circumstances where the information is processed with your consent or by automated means.

Right to object: You have the right to object to the use of your information in certain circumstances, such as the use of your personal information for direct marketing.

Right to complain: You have the right to complain to the appropriate supervisory authority if you have any grievance against the way we collect, use or share your information. This right may not be available to you if there is no supervisory authority dealing with data protection in your country.
 

Part II – Information that Spendwise processes on your behalf

Information entrusted to Spendwise and purpose

Information provided in connection with services: You may entrust information that you or your organization (“you”) control, to Spendwise in connection with use of our services or for requesting technical support for our products. This includes information regarding your vendors, customers and your employees (if you are a controller) or data that you hold and use on behalf of another person for a specific purpose, such as a customer to whom you provide services (if you are a processor). The data may either be stored on our system when you use our services, or transferred or shared to us as part of a request for technical support or other services.

(All the information entrusted to Spendwise is collectively termed “service data”)
 

Ownership and control of your service data

We recognize that you own your service data. We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data.
 

How we use service data

We process your service data when you provide us instructions through the various modules of our services. For example, when you generate a purchase order the name and address of your vendor will be used to generate the purchase order; and when you generate an invoice, information such as the name and address of your customer will be used to generate the invoice.
 

Who we share service data with

Third party sub-processors: In order to provide services and technical support for our products Spendwise engages third parties.

Employees and independent contractors: We may provide access to your service data to our employees and individuals who are independent contractors of Spendwise involved in providing the services (collectively our “employees”). We ensure that access by our employees to your service data is restricted to specific individuals. Our employees will also have access to data that you knowingly share with us for technical support or to import data into our products or services. We communicate our privacy and security guidelines to our employees and strictly enforce privacy safeguards within Spendwise.

Other cases: Other scenarios in which we may share information that are common to information covered under Parts I and II are described in Part III.
 

Data subject requests

If you are from the European Economic Area and you believe that we store, use or process your information on behalf of one of our customers, please contact the customer if you would like to access, rectify, erase, restrict or object to processing, or export your personal data. We will extend our support to our customer in responding to your request within a reasonable timeframe.
 

Part III – General

Children’s personal information

Our products and services are not directed to individuals under 16. Spendwise does not knowingly collect personal information from children who are under 16 years of age. If we become aware that a child under 16 has provided us with personal information, we will take steps to delete such information. If you believe that a child under 16 years has provided personal information to us, please write to support@spendwise.com with the details, and we will take the necessary steps to delete the information we hold about that child.
 

How secure is your information

At Spendwise, we take data security very seriously. We have taken steps to implement appropriate administrative, technical & physical safeguards to prevent unauthorized access, use, modification, disclosure or destruction of the information you entrust to us. If you have any concerns regarding the security of your data, we encourage you to check our Security page or write to us at support@spendwise.com with any questions.
 

Retention of information

We retain personal information for as long as it is required for the purposes stated in this Privacy Policy. Sometimes, we may retain personal information for longer periods as permitted or required by law, such as to maintain suppression lists, prevent abuse, if required in connection with a legal claim or proceeding, to enforce our agreements, for tax, accounting, or to comply with other legal obligations. If you have any concerns regarding the retention of your personal information, we encourage you to write to us at support@spendwise.com with any questions.
 

Locations and international transfers

By accessing or using our products and services or otherwise providing personal information or service data to us, you consent to the processing, transfer, and storage of your personal information or Service Data within the United States of America, the European Economic Area (EEA) and other countries where Spendwise operates.
 

Do Not Track (DNT) requests

Some internet browsers have enabled 'Do Not Track' (DNT) features, which send out a signal (called the DNT signal) to the websites that you visit indicating that you don't wish to be tracked. Currently, there is no standard that governs what websites can or should do when they receive these signals. For now, we do not take action in response to these signals.
 

External links on our website

Some pages of our website may contain links to websites that are not linked to this Privacy Policy. If you submit your personal information to any of these third-party sites, your personal information is governed by their privacy policies. As a safety measure, we recommend that you not share any personal information with these third parties unless you've checked their privacy policies and assured yourself of their privacy practices.
 

Social media widgets

Our website includes social media widgets such as Facebook "like" buttons and Twitter "tweet" buttons that let you share articles and other information. These widgets may collect information such as your IP address and the pages you navigate in the website, and may set a cookie to enable the widgets to function properly. Your interactions with these widgets are governed by the privacy policies of the companies providing them.
 

Disclosures in compliance with legal obligations

We may be required by law to preserve or disclose your personal information and service data to comply with any applicable law, regulation, legal process or governmental request, including to meet national security requirements.
 

Enforcement of our rights

We may disclose personal information and service data to a third party if we believe that such disclosure is necessary for preventing fraud, investigating any suspected illegal activity, enforcing our agreements or policies, or protecting the safety of our users.
 

Business transfers

We do not intend to sell our business. However, in the event that we sell our business or get acquired or merged, we will ensure that the acquiring entity is legally bound to honor our commitments to you. We will notify you via email or through a prominent notice on our website of any change in ownership or in the uses of your personal information and service data. We will also notify you about any choices you may have regarding your personal information and service data.
 

Notification of changes

We may modify the Privacy Policy at any time. If we make significant changes to the Privacy Policy we will notify you by email (sent to the email address specified in your account) or by means of a notice on this Site prior to the change becoming effective. Your continued use after the effective date of changes to the Privacy Policy will be deemed to be your agreement to the modified Privacy Policy. We encourage you to periodically review this page for the latest information on our privacy practices.
 

Contact Us

If you have questions or concerns regarding the Privacy Policy please contact us by email at support@spendwise.com or by mail to:

Spendwise, Inc.
611 Gateway Blvd, Suite 120
South San Francisco, CA 94080