Privacy Policy

This policy is effective as of 01 April 2023

Last updated: 01 April 2025

Introduction

Welcome to Actionboard ("Actionboard," "we," "us," or "our"). Actionboard provides a financial productivity suite for managing profitability, cash flow, and growth, including services like reporting automation, procurement automation, and invoicing automation, accessible through our website myactionboard.com (the "Service").

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our Service. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or use our Services.

We are Actionboard Private Limited. Our contact information can be found at the end of this policy

Information We Collect

We may collect personal information that can identify you as an individual or that relates to an identifiable individual. This information falls into two categories: information you voluntarily provide and information automatically collected.

Information You Provide to Us:

  1. Account Information: When you create an Actionboard account, we may collect your name, email address, phone number, company name, industry, number of employees, and accounting software used.
  2. Financial Data: To use our Services, you may provide or connect third-party accounts (e.g., ERP, POS, HRMS, Google Sheets, CRM systems) that contain financial data. This can include, but is not limited to, data related to profitability, cash flow, receivables, payables, invoices, budgets, customer records (such as billing and shipping addresses), and other financial information necessary to provide our Services.
  3. Payment Details: If you subscribe to paid services, we may collect payment information, such as credit or debit card data.
  4. Communications: If you contact us directly (e.g., for customer support, to schedule a demo, or to subscribe to our newsletter), we may receive additional information about you such as your name, email address, phone number, the contents of the message and/or attachments you may send us, and any other information you may choose to provide.
  5. Vendor Information: If you use our procurement or vendor onboarding features, you may provide information about your vendors, which could include their contact details, GST information, and bank account details for penny drop testing.
  6. Customer Information (for Invoicing): If you use our invoicing features, you may provide information about your customers to generate invoices and manage collections. Photos or Videos: If you share photos or videos with us or post them on the service.

Information We Collect Automatically:

  1. Log and Usage Data: When you access and use our Service, our servers may automatically log standard data provided by your web browser.[6] This may include your device's Internet Protocol (IP) address, browser type and version, the pages you visit, the time and date of your visit, the time spent on each page, and other details about your visit.
  2. Cookies and Similar Tracking Technologies: We use cookies and similar tracking technologies to track the activity on our Service and store certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.
  3. Device Information: We may collect information about the device you are using to access our Service, including the device type, operating system, unique device identifiers, and mobile network information.
  4. Error Data: If you encounter certain errors while using the site, we may automatically collect data about the error and the circumstances surrounding its occurrence. This data may include technical details about your device and what you were trying to do when the error happened

How We Use Your Information

We use the information we collect for various purposes, including:

  1. To provide, operate, and maintain our Service.
  2. To create and manage your account.
  3. To process your transactions and manage your subscriptions.
  4. To provide customer support and respond to your inquiries
  5. To send you technical notices, updates, security alerts, and support and administrative messages.
  6. To communicate with you about products, services, offers, promotions, and events offered by Actionboard and others, and provide news and information we think will be of interest to you (you can opt-out of marketing communications at any time).[6]
  7. To monitor and analyze trends, usage, and activities in connection with our Service to improve our offerings.
  8. To personalize and improve the Service and provide content or features that match user profiles or interests.
  9. For compliance purposes, including enforcing our Terms of Service or other legal rights, or as may be
    10. required by applicable laws and regulations or requested by any judicial process or governmental agency
  10. To facilitate vendor onboarding and management.
  11. To enable invoicing, payment processing, and collection management.
  12. To provide financial reporting, analytics, and insights.
  13. To detect, investigate and prevent fraudulent transactions and other illegal activities and protect the rights and property of Actionboard and others.
  14. For other purposes for which we obtain your consent.

How We Share Your Information

We may share your personal information in the following situations:

  1. With Service Providers: We may share your information with third-party vendors, consultants, and other service providers who need access to such information to carry out work on our behalf (e.g., payment processors, data analytics providers, cloud hosting providers). These service providers are authorized to use your personal information only as necessary to provide these services to us.
  2. With Your Consent or at Your Direction: We may share your information with third parties when you have given us your consent to do so (e.g., when you integrate third-party applications with Actionboard).
  3. For Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.
  4. With Affiliates: We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy. Affiliates include our parent company and any subsidiaries, joint venture partners, or other companies that we control or that are under common control with us.
  5. For Legal Reasons: We may disclose your information if we are required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency). This includes complying with any applicable law and regulation.
  6. To Protect Rights and Property: We may disclose your information when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.

We do not sell your personal information to third parties

Data Security

We use administrative, technical, and physical security measures to help protect your personal information. We also use VAPT (Vulnerability Assessment and Penetration Testing), Two-Factor Authentication (2FA), Single Sign-On (SSO), and HTTPS to secure our platform. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

Data Retention

We keep your personal information only for as long as we need to. This time period may depend on what we are using your information for, in accordance with this privacy policy. For example, if you have provided us with personal information as part of creating an account with us, we may retain this information for the duration your account exists on our system. If your personal information is no longer required for this purpose, we will delete it or make it anonymous by removing all details that identify you.

Your Data Protection Rights

Depending on your location and applicable data protection laws, you may have certain rights regarding your personal information. These may include the right to:

  1. Access:Request access to the personal information we hold about you. Rectification: Request that we correct any inaccurate or incomplete personal information. Erasure (Deletion): Request that we delete your personal information under certain conditions.
  2. Restrict Processing:Request that we restrict the processing of your personal information under certain conditions.
  3. Data Portability:Request to receive a copy of the personal information we hold about you in a structured, commonly used, and machine-readable format.
  4. Object to Processing: Object to our processing of your personal information under certain conditions
  5. Withdraw Consent:If we are processing your personal information based on your consent, you have the right to withdraw your consent at any time
  6. Opt-out of Marketing Communications:You may opt-out of receiving promotional communications from us by following the unsubscribe link or instructions provided in any email we send or by contacting us.

If you wish to exercise any of these rights, please contact us using the contact details provided below. We will respond to your request in accordance with applicable data protection laws.

Withdrawal of Consent

Where we have relied on your consent to process your personal information, you have the right to withdraw that consent at any time. You can withdraw your consent by contacting us using the details provided in the "Contact Us" section of this policy.

Please note that withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent.

If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent. For example, if you withdraw consent for us to use your personal information essential for providing our services, you may no longer be able to use those services.

In some circumstances, we may have a legal obligation or right to retain your information, even if you withdraw consent. For example, we may need to keep your data for legal, accounting, or reporting obligations.

Children's Privacy

Our Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and you are aware that your child has provided us with personal information, please contact us. If we become aware that we have collected personal information from children without verification of parental consent, we will take steps to remove that information from our servers.

Links to Third-Party Websites

Our Service may contain links to third-party websites and services that are not owned or controlled by Actionboard. This Privacy Policy does not apply to any of your activities after you leave our site. We are not responsible for the privacy practices of such other websites or services. We encourage you to be aware when you leave our Service and to read the privacy statements of each and every website and service that collects personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect updates to our business processes, current acceptable practices, or legislative or regulatory changes. If we decide to change this privacy policy, we will post the changes here at the same link by which you are accessing this privacy policy. If the changes are significant, or if required by applicable law, we will contact you (based on your selected preferences for communications from us) and all our registered users with the new details and links to the updated or changed policy. We will also update the "Last Updated" date at the top of this Privacy Policy.

Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Actionboard Private Limited
Maan Sarovar Tower, First Floor
375, 271A, Scheme Rd, Subbarayan Nagar,
Teynampet, Chennai, Tamil Nadu 600018
Support Email: admin@myactionboard.com
Data Protection Officer: privacy@myactionboard.com