Numetix - AI-First Accounting for Services SMBs

Last updated: 01/04/2026

This Privacy Policy explains how Numetix Inc. ("Numetix," "we," "us," or "our") collects, uses, shares, and protects information when you use numetix.ai, our applications, our client portal, and related services (together, the "Services").

1. Snapshot

A plain-language summary of the full policy below. The full sections control if there is any conflict.

What we collect. Account details, financial data you authorize us to access (for example, from QuickBooks, Xero, banking, payroll, and billing platforms), communications with Numetix and your assigned human expert, and standard usage and device information.
Why we collect it. To deliver bookkeeping, monthly close, reporting, business advisory, tax coordination, and advisory services, to match founders with the right human expert, to operate and secure the Services, and to improve our platform.
AI processing. We use AI to categorize transactions, prepare reconciliations, and produce drafts that a licensed human expert reviews and approves before delivery. We do not use your identifiable financial data to train third-party foundation models.
Sharing. We share data with your assigned human expert, with vetted subprocessors (cloud hosting, AI providers, accounting integrations), and where required by law. We do not sell personal information.
Your rights. Depending on where you live, you may have rights to access, correct, delete, port, or limit how we use your data. See Section 10.
Contact. Questions go to hello@numetix.ai.

2. Who we are

Numetix Inc. is a California corporation with its principal place of business at 2261 Market Street STE 75230, San Francisco, CA 94114. Numetix operates an AI-powered accounting and advisory platform serving founder-led professional service firms, combining AI transaction categorization and reconciliation with review by licensed human experts.

For the Services, Numetix generally acts as a service provider and data processor on behalf of the client company whose financial data is being managed. The client company is the controller of its own financial records. Where Numetix operates the website and platform itself (for example, marketing, account creation, security logs), Numetix acts as a controller of that information.

3. Who this policy covers

This policy applies to four groups:

Founders, finance leads, and other employees of client companies that engage Numetix for finance operations and advisory services ("Clients").
Licensed human experts and their team members who review work and deliver services through the Numetix platform ("Numetix Experts").
Visitors to numetix.ai and prospective customers who request information, demos, or apply to partner with us.
Job applicants and other professional contacts who interact with Numetix.

Where a section applies only to certain groups, we say so.

4. Information we collect

4.1 Information you provide directly

Identity and contact data. Name, email, phone, role, company, and similar profile fields.
Account and billing data. Login credentials, billing address, payment method (processed by our payment processor; Numetix does not store full card numbers), and invoice history.
Numetix Expert credentials. For Numetix Experts: professional history, credentials (CPA, EA, etc.), insurance information, references, and other materials submitted during onboarding and ongoing engagement.
Communications. Messages, support tickets, feedback, survey responses, recorded calls (where lawful and disclosed at the time), and content you upload.

4.2 Financial and operational data (for Clients)

When you engage Numetix, you authorize us to access and process the financial and operational data needed to deliver the Services. This typically includes:

General ledger data from QuickBooks Online, Xero, or similar accounting platforms.
Bank, credit card, and payment processor transaction data (for example, via Plaid or direct platform connections to Stripe, Bill.com, and similar).
Payroll, billing, and HRIS data (for example, from Gusto, Rippling, ADP, and similar).
Vendor invoices, receipts, contracts, and supporting documentation that you upload or that we ingest from your tools.
Revenue, headcount, utilization, and operating metrics needed for management reporting and forecasting.

Some of this information may include personal information about your employees, contractors, customers, vendors, or investors. You are responsible for having a lawful basis to share that information with Numetix.

4.3 Information collected automatically

When you use the Services, we and our service providers automatically collect:

Device and connection data: IP address, browser type, operating system, device identifiers, and language settings.
Usage data: Pages visited, features used, clicks, session duration, referring URLs, and timestamps.
Cookies and similar technologies: See Section 11.

4.4 Information from third parties

Integrations. When you connect a third-party tool, we receive data from that tool based on the permissions you grant.
Public sources. For business development and expert sourcing, we may collect information from LinkedIn, company websites, public registries, and similar sources.
Co-marketing and referral partners. If you reach us through a referral, accelerator, or partner channel, we may receive your contact details and basic engagement context.

5. How we use information

We use information to:

Provide, operate, and improve the Services, including bookkeeping, monthly close, financial reporting, FP&A, tax coordination, and business advisory.
Match Clients with the right human expert and route work between AI systems and licensed human experts.
Run AI workflows that categorize transactions, draft reconciliations, generate reporting packages, and surface anomalies for human review.
Communicate with you about your account, services, security alerts, and product updates.
Respond to inquiries, deliver demos, process applications from prospective Clients and Numetix Experts, and provide support.
Bill you, collect payments, and manage Numetix Expert payouts.
Prevent fraud, abuse, and unauthorized access; enforce our terms; and comply with legal obligations.
Conduct analytics, measure platform performance, and develop new features.
Where you have explicitly opted in, produce aggregated, de-identified benchmarking insights. Individual Clients are never identifiable in benchmark outputs, and opting out has no effect on service quality.

We rely on the following legal bases (where applicable under your local law): performing a contract with you; legitimate interests in operating, securing, and improving the Services; legal obligations; and consent (for marketing emails, certain cookies, and benchmarking).

6. How AI is used in the Services

Numetix uses AI to make finance operations faster and more accurate. Some specifics:

Where AI is applied. Transaction categorization, reconciliation drafting, anomaly detection, document parsing, narrative drafting for reporting packages, and similar operational tasks.
Human in the loop. AI-generated work is reviewed and approved by your assigned licensed human expert before it is delivered to you.
No training on your data. We do not use your identifiable financial data to train foundation models operated by third parties. Where we work with AI subprocessors, we contractually require that customer content not be used to train their models.
Aggregated learning. We may use de-identified, aggregated patterns (for example, common merchant categorization rules) to improve our internal models. This data cannot reasonably be used to identify a Client.
Limitations. AI outputs can be wrong. Final accountability for delivered financials sits with the licensed human expert who reviews and approves the work, not the model.

7. How we share information

We share information only as described below.

7.1 With your Numetix Expert and service team

To deliver the Services, your financial data is accessible to your assigned Numetix Expert and the operations team supporting your engagement, and their team members supporting your engagement, under written confidentiality obligations.

7.2 With subprocessors

We use vetted third-party providers to operate the Services, including:

Cloud hosting and infrastructure providers.
AI model providers, under contracts that prohibit training on customer content.
Accounting, banking, payroll, and equity platform integrations that you authorize.
Communications, ticketing, scheduling, and analytics tools.
Payment processors and billing providers.
Identity, fraud prevention, and security services.

A current list of subprocessors is available on request at hello@numetix.ai.

7.3 With other parties

Professional advisors: Lawyers, auditors, insurers, and accountants under confidentiality.
Legal and safety: When required by law, legal process, or to protect rights, safety, or property of Numetix, our users, or others.
Business transfers: In connection with a merger, acquisition, financing, or sale of assets, subject to confidentiality and continuation of this policy's protections.
With your direction: Anywhere else you ask us to share, including with your investors, board, auditors, or tax preparers.

7.4 We do not sell personal information

Numetix does not sell personal information and does not share it for cross-context behavioral advertising, as those terms are defined under the California Consumer Privacy Act (CCPA/CPRA) or other US state privacy laws.

8. Data retention

We retain information only as long as needed for the purposes described in this policy, including to provide the Services, comply with legal, tax, and accounting obligations, resolve disputes, and enforce agreements.

Active engagement data: Retained for the duration of your engagement with Numetix.
Post-termination retention: After your engagement ends, we may retain copies of financial records for up to seven (7) years to meet US tax, audit, and accounting record-keeping obligations, after which records are securely deleted or de-identified.
Account and contact data: Retained while your account is active and for a reasonable period afterward.
Marketing data: Retained until you opt out or after a period of inactivity.
Aggregated, de-identified data: May be retained indefinitely.

Specific retention schedules can be provided on request.

9. Security

Numetix takes security seriously. We are pursuing SOC 2 Type II certification and maintain administrative, technical, and physical safeguards designed to protect information, including:

Encryption of data in transit and at rest.
Role-based access controls, least-privilege provisioning, and audit logging.
Multi-factor authentication for internal systems.
Regular vulnerability scanning and security reviews of subprocessors.
Background checks for personnel with access to client data.

No security program is perfect. If we become aware of a security incident affecting your information, we will notify you in line with applicable law.

10. Your rights and choices

Depending on where you live, you may have rights to:

Access the personal information we hold about you.
Correct inaccurate information.
Request deletion (subject to our legitimate retention obligations).
Port your information to another provider.
Opt out of certain processing, including marketing emails.
Withdraw consent where processing is based on consent.
Lodge a complaint with a supervisory authority.

To exercise rights, email hello@numetix.ai. We will verify your identity before responding. We will not discriminate against you for exercising your rights.

If Numetix processes your data on behalf of a Client (for example, payroll or vendor records), please contact the Client directly. We will support the Client in responding.

10.1 California residents

You have specific rights under the CCPA/CPRA, including the right to know what categories of personal information we collect, the right to delete, the right to correct, and the right to limit use of sensitive personal information. We do not sell or share personal information for cross-context behavioral advertising. To exercise rights, email hello@numetix.ai. You may also designate an authorized agent.

10.2 EU/UK/Swiss residents

If you are in the EU, UK, or Switzerland, our processing is governed by GDPR or equivalent law. The legal bases for processing are described in Section 5. We may transfer information to the United States and other countries that may not provide the same level of legal protection. Where we do, we rely on appropriate safeguards such as Standard Contractual Clauses.

11. Cookies and analytics

We use cookies, pixels, and similar technologies on numetix.ai and within the Services to keep you signed in, remember preferences, secure the Services, measure performance, and (with your consent where required) deliver marketing.

You can manage cookies through your browser. Some features may not work without certain cookies. Where required by law, we display a consent banner and honor your choices.

12. Children's privacy

The Services are not intended for children under 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, contact hello@numetix.ai.

13. Third-party links and services

The Services may contain links to third-party sites and tools. Their privacy practices are governed by their own policies. We are not responsible for the practices of third parties.

14. Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects the most recent change. For material changes, we will provide additional notice (for example, by email or in-app banner) before the changes take effect.

15. Contact us

Questions, requests, or complaints about this Privacy Policy:

Numetix Inc.
Attn: Privacy Team
2261 Market Street STE 75230, San Francisco, CA 94114
Email: hello@numetix.ai