How we handle your data
What BizValueDash collects, how your financial data is used to produce your monthly report, who processes it, and how to have it deleted.
Your books are among the most sensitive things your business owns. This page sets out, in plain English, what we collect, what we do with it, and what we will never do.
The short version
- We use your financial data for one purpose: producing your monthly value report.
- We never sell it, share it for marketing, or publish it.
- We read your books. We never change them.
- Your data is never used to train AI models.
- You can ask us to delete your data at any time.
What we collect
If you use this website. We count page views with a privacy-friendly analytics tool that does not use cookies and does not identify you. The free value check runs entirely in your browser, so the numbers you enter there never reach us.
If you send us an enquiry. We receive what you type into the form: your name, email, business name, and anything else you choose to tell us. We use it to reply to you.
If you become a client. We receive the financial information needed to build your report, either through a connection to your accounting software or from files you send us. This includes your profit and loss, balance sheet, and customer and supplier totals. We also keep your answers to a short questionnaire about things the books cannot show, such as how much the business depends on you.
How your financial data is used
Your KPIs are calculated from your books using fixed formulas. An AI model then helps turn those figures into the written report. To do that it processes your financial data, including your business name.
We only use AI providers under business terms that prohibit them from training their models on your data.
Market data in your report, such as industry sale multiples, comes from published sources. Your figures are never added to any shared data set or benchmark.
Who can see your data
- Us. The people producing and checking your report.
- Service providers that host our systems, deliver email, and process data for the report. They act on our instructions and may not use your data for their own purposes.
- Nobody else, unless you ask us to share it or the law requires it.
Your report is sent only to the people you name.
Keeping it secure
Data is encrypted in transit. Access is limited to the people who need it to produce your report. Connections to accounting software use the software's own authorisation, so we never see or store your accounting password, and you can remove our access at any time from inside your accounting software.
How long we keep it
We keep your data while you are a client, so each month's report can be compared with the last. If you cancel, we delete your financial data within 30 days of your request, apart from anything we are required by law to keep.
Your choices
Email hello@bizvaluedash.com to see what we hold about you, correct it, or have it deleted.
Changes to this page
If we change how we handle data, we will update this page and tell current clients before the change takes effect.
Common questions
Does BizValueDash sell my data?
No. Your data is used only to produce your report.
Is my data used to train AI?
No. We only use AI providers under business terms that prohibit training on your data.
Can BizValueDash change anything in my books?
No. We read your books to build your report. We never make changes to them.
Can I have my data deleted?
Yes. Email hello@bizvaluedash.com and we will delete your financial data within 30 days.