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Privacy and data use

Privacy Policy

This page explains what we collect, why we collect it, and how we use it to provide Settlemi.

Information collected

We only collect information needed to run Settlemi, support your account, and improve the product experience. We keep collection focused and practical.

Account and business information

When you create an account, we may store details like your name, business name, email address, and basic business settings so you can use the product.

Quotes and invoice data

Settlemi stores the clients, quotes, invoices, line items, and status details you enter so your documents and workflows function correctly.

Authentication and login information

Authentication is handled through our login provider. We receive account identifiers and session information needed to securely sign you in.

Reasonable security

We use reasonable technical and organizational safeguards to protect your information, but no system can guarantee absolute security.

How data is used

We use your data to provide core features, maintain service quality, troubleshoot issues, and make practical product improvements.

Contact information

Questions about privacy can be sent to hello@settlemi.com and we will do our best to respond quickly and clearly.

Product updates

Settlemi may evolve over time as features improve. We will keep privacy wording clear and update this page when meaningful changes are made.