Effective Date: October 15, 2026
AFD Solutions ("AFD," "we," "us," or "our") respects the privacy and confidentiality of its clients' financial information.
This Privacy Policy describes how AFD Financial Automation ("Software") accesses, uses, processes, stores, and protects information obtained through QuickBooks Online and other authorized sources.
The Software is initially operated by AFD Solutions on behalf of its clients. In the future, certain clients may be authorized to operate the Software independently.
With appropriate authorization, the Software may access the following information from QuickBooks Online:
The Software accesses only information reasonably necessary to provide its services.
AFD uses authorized accounting information to:
Client financial information is not used for unrelated advertising or marketing purposes.
AFD Financial Automation connects to QuickBooks Online using Intuit's authorized APIs.
Access requires authorization from the QuickBooks company or an appropriately authorized representative.
The Software uses authorization credentials to access permitted accounting information.
Users may disconnect the application or revoke access through their QuickBooks or Intuit account settings.
AFD Financial Automation is independently developed and is not endorsed by or affiliated with Intuit.
The initial version of the Software is designed to retrieve financial information from QuickBooks Online, process that information locally, and generate Excel-based reports.
Reports may be stored on AFD's business computers or authorized cloud storage services used in providing client services.
The initial version is not intended to maintain a centralized database of client accounting transactions.
However, limited technical information, including authorization credentials and operational configuration, may need to be stored securely to maintain authorized connections.
If future versions introduce hosted processing, client accounts, or additional data storage, this Privacy Policy will be updated to describe those practices.
AFD does not sell client financial information.
Information may be shared only as reasonably necessary to provide authorized services, including with:
AFD requires appropriate confidentiality and security protections when engaging service providers that handle client information.
AFD takes reasonable measures to protect financial information against unauthorized access, disclosure, alteration, or loss.
These measures may include access controls, secure authentication, encrypted communications, and restricted access to financial records.
No electronic system can guarantee absolute security.
AFD periodically reviews its security practices and updates them as appropriate.
AFD retains client financial information and generated reports for as long as reasonably necessary to provide agreed services, comply with applicable legal obligations, and maintain appropriate business records.
When information is no longer required, AFD will delete or securely dispose of it in accordance with applicable requirements and contractual obligations.
Clients may contact AFD to request information about retention or deletion of their financial information.
Revoking QuickBooks authorization prevents future authorized API access but does not automatically delete previously generated reports or records.
Clients may:
Requests will be handled in accordance with applicable law and contractual obligations.
The Software relies on third-party services, including QuickBooks Online, which operate under their own privacy policies and terms.
AFD is not responsible for the independent privacy practices of those providers.
AFD may update this Privacy Policy to reflect changes in software functionality, security practices, legal requirements, or business operations.
Updates will be published on this page with a revised effective date.
For questions about this Privacy Policy or the handling of financial information, contact:
AFD Solutions
Website: afdsolutions.net
Email: mark@afdsolutions.net