Privacy policy

Visee (“we”, “us”) operates the personal finance web application at visee.app.

For data protection purposes, Visee is the data controller. Contact us at help@visee.app for privacy enquiries.

Account data: email address, name, and profile image from your sign-in provider (via Clerk).

Finance data you enter: income, outgoings, bills, budgets, and related settings stored in your account.

Billing data: Stripe customer and subscription identifiers and status (we do not store card numbers).

Technical and usage data: device/browser type, IP address, pages viewed, product events, and referral information (for example UTM parameters).

Marketing measurement data: hashed or pseudonymous identifiers and conversion events sent server-side to measure advertising effectiveness (for example Meta Conversions API).

Provide the service (contract): store and display your finance data, authenticate you, and manage your subscription.

Improve and secure the product (legitimate interests): understand how Visee is used, fix bugs, measure feature adoption, and keep the service reliable. We use PostHog (client and server) and Vercel performance analytics for this purpose. We minimise identifiers where we can (for example we do not send your finance amounts to analytics).

Measure marketing (legitimate interests): understand whether our advertising drives sign-ups and purchases, using server-side conversion events (for example Meta Conversions API) without selling your data.

Legal obligations: retain billing records where required for tax and accounting.

We do not sell your personal data.

Where we rely on legitimate interests, we balance our needs against your rights. Analytics and marketing measurement are limited to what is needed to operate and grow Visee, use privacy-minded settings where available (EU PostHog hosting, amount bands instead of raw finance figures), and exclude finance transaction content from marketing tags.

You may object to processing based on legitimate interests by emailing help@visee.app. We will consider your request and stop processing where required by law.

We use trusted subprocessors to run Visee: Clerk (authentication), Neon (database hosting), Stripe (payments), PostHog EU (product analytics), Vercel (hosting and performance metrics), and Meta (server-side conversion measurement via Conversions API where configured).

Each subprocessor processes data only to provide their service to us. See our Cookie policy for browser storage details.

We aim to use providers that store and process data in the UK or EEA where possible. PostHog is configured for EU hosting.

Where data is transferred outside the UK, we rely on appropriate safeguards such as UK International Data Transfer Agreements or adequacy regulations.

Finance and profile data: until you delete your account.

Billing records: as required for tax and accounting, including records held by Stripe as payment processor.

Webhook processing logs: up to 90 days.

Analytics: according to our PostHog project retention settings.

Under UK GDPR you may have the right to access, rectify, erase, restrict processing, object, and data portability.

You can export your finance data as CSV from Settings. You can delete your account from Settings.

To exercise other rights, email help@visee.app from the address on your account.

You may complain to the Information Commissioner's Office (ICO) at ico.org.uk if you believe we have not handled your data properly.

We use industry-standard measures including encrypted connections (HTTPS), access controls, and per-account data isolation.

No method of transmission or storage is completely secure; please use a strong sign-in method and keep your device secure.

Visee is not intended for children under 18. We do not knowingly collect data from children.

We may update this policy from time to time. We will post the revised version on this page with an updated date.