Privacy Policy

Effective Date: January 18, 2026

Introduction

This Privacy Policy explains how Sledge collects, uses, shares, and protects information when you use our software platform, websites, applications, and integrations, which we refer to as the Services. By using the Services, you agree to the practices described in this Privacy Policy.

1. Scope of This Privacy Policy

This Privacy Policy applies to information we collect through the Services, through communications with you such as support requests, and from third-party platforms and integrations that you choose to connect to Sledge. This Privacy Policy does not apply to third-party services that operate independently of Sledge and have their own privacy practices.

2. Information We Collect

2.1 Information You Provide

When you use Sledge, you may provide information directly to us. This includes account information such as your name, email address, phone number, business name, and role. It includes authentication information such as login credentials and security tokens, which are stored securely. It includes billing and payment information, which is processed by secure third-party payment processors. It includes business content such as invoices, documents, files, and related metadata that you upload or submit through the Services. It also includes communications such as support requests, feedback, and inquiries you send to us.

2.2 Information Collected Automatically

When you use the Services, we automatically collect certain information. This may include your IP address, device type, approximate location, browser type, operating system, usage activity, performance logs, error reports, and diagnostic data. We also use cookies and similar technologies to maintain sessions, remember preferences, enhance security, analyze usage, and improve performance. You can control cookies through your browser settings, but disabling cookies may affect how the Services function.

2.3 Information from Connected Services

If you connect third-party services to Sledge, we may access information made available through those integrations. This may include email data such as message metadata, attachments, sender and recipient information, and timestamps; accounting and financial data such as company profiles, vendors, customers, transactions, and records; integration configuration data such as sync status and timestamps; and access tokens required to maintain secure connections.

We only access data that you explicitly authorize. You are responsible for ensuring that you have the legal right and permission to share any data with Sledge, including data related to employees, contractors, vendors, or customers.

2.4 Setup and Configuration Information

We store onboarding progress, preferences, and integration settings needed for the Services to operate properly.

3. How We Use Information

We use the information we collect to operate and maintain the Services, authenticate users and secure accounts, enable integrations and user-requested workflows, process invoices, documents, and business records, manage billing and subscriptions, improve functionality and reliability, prevent misuse and fraud, communicate with you about updates and support, and comply with legal and regulatory obligations.

We do not sell personal information.

4. Data Controller and Data Processor Roles

Depending on the context, Sledge may act as a data controller or a data processor. We act as a data controller for account administration, billing, marketing communications, and Service operations. We act as a data processor for customer content and integrated data that we process on your behalf according to your instructions. Customers remain responsible for determining how their business data is used within the Services.

5. Platform Integrations and Third-Party User Data

Sledge integrates with third-party platforms and services at the direction of users, including Google services (Gmail, Google OAuth, Google Maps), Microsoft services (Outlook, Exchange, Microsoft Entra ID), and accounting platforms (Intuit QuickBooks).

5.1 Google API Services and Gmail Integration

Sledge's use and transfer of information received from Google APIs complies with the Google API Services User Data Policy, including the Limited Use requirements.

When you connect your Gmail account, Sledge requests the following OAuth permissions:

  • gmail.readonly — To read emails and attachments in your Gmail inbox solely for the purpose of identifying and extracting invoice documents for processing. We do not read email content unrelated to invoice processing.
  • gmail.modify — To mark invoice-containing emails as read after successful processing, preventing duplicate extractions. Only the read/unread label is modified; no other email properties, content, or metadata are altered.
  • userinfo.email — To verify your identity and associate your Gmail account with your Sledge account.

Google user data accessed through these permissions is used solely to provide the invoice processing features you explicitly authorize. We do not sell Google user data, do not use it for advertising, do not use it to train AI or machine learning models, and do not share it with third parties except as necessary to operate the Services. Access to Google user data is restricted to authorized engineering and data processing systems operating under least-privilege access controls. Google user data is retained only while your Gmail integration is active and is deleted within 30 days of disconnecting the integration or closing your account, except where retention is required by law.

Users may revoke Sledge's access to Google data at any time through their Google Account permissions or through your Sledge account settings under Integrations.

5.2 Google Maps API

Sledge uses the Google Maps Platform APIs (Places API, Geocoding API) to look up and validate vendor and customer address information. When you enter or process an address, that address string is sent to Google's servers to return structured location data, coordinates, and place details. No personal user account data is transmitted to Google Maps; only address queries initiated by you or derived from documents you submit are used. This data is governed by Google's Privacy Policy.

5.3 Microsoft Outlook Integration

When you connect your Microsoft Outlook account, Sledge requests the following permissions:

  • Mail.ReadWrite — To read emails and attachments for invoice identification and to mark processed emails as read.
  • offline_access — To maintain the integration and process emails without requiring you to re-authenticate each session.
  • User.Read — To read your basic profile and email address to associate the account with your Sledge account.

Microsoft data accessed through these permissions is used only to provide the invoice processing features you authorize. It is not sold, not used for advertising, and not used to train AI or machine learning models. You may revoke access at any time through your Microsoft account settings or your Sledge Integrations settings.

5.4 QuickBooks Integration

When you connect QuickBooks, Sledge requests the com.intuit.quickbooks.accounting scope, which provides access to your QuickBooks company's accounting data including vendors, customers, bills, and transactions. This data is used solely to sync invoice records, vendors, and financial data between Sledge and QuickBooks as you direct. It is not sold, not used for advertising, and not shared with unrelated third parties. You may revoke access through your Intuit account settings or your Sledge Integrations settings.

5.5 General Principles for All Integrations

For all third-party integrations, data is used only to provide the specific Services you request, is not sold, is not used for advertising or AI/ML training, and access is restricted to authorized systems and personnel. You may revoke any integration at any time through your Sledge account settings or the connected platform's permission settings.

6. Automated Processing and AI-Assisted Features

The Services use automated systems and AI-assisted processing to analyze documents, extract information, classify and organize data, and generate structured outputs. Automated results may contain errors. You are responsible for reviewing and validating outputs before relying on them for business, financial, or legal decisions.

7. When We Share Information

7.1 Service Providers

We share information with trusted service providers that help operate the Services, such as cloud hosting providers, infrastructure and database providers, AI and data processing providers, payment processors, email and notification services, and integration partners you authorize. These providers may use information only as necessary to provide services to Sledge and are subject to confidentiality and security obligations.

7.2 Business Transfers

If Sledge is involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction and will remain protected under appropriate agreements.

7.3 Legal Requirements

We may disclose information when required by law or to protect the rights, safety, and security of Sledge, our users, or others.

8. Data Retention

We retain information for as long as necessary to provide the Services, fulfill contractual obligations, comply with legal, accounting, and regulatory requirements, resolve disputes, and enforce agreements.

  • Google user data (Gmail) — Retained only while your Gmail integration is active. Deleted within 30 days of disconnecting the integration or closing your account.
  • Microsoft Outlook data — Retained only while your Outlook integration is active. Deleted within 30 days of disconnecting or account closure.
  • QuickBooks data — Retained only while your QuickBooks integration is active. Deleted within 30 days of disconnecting or account closure.
  • OAuth access tokens — Retained only while the integration is active; revoked and deleted upon disconnection.
  • Account information — Retained for the duration of your account plus up to 90 days after closure, unless a longer period is required by law.
  • Billing records — Retained for up to 7 years as required by applicable tax and accounting regulations.

9. Security

We use industry-standard security measures to protect information, including encryption in transit and at rest, access controls, least-privilege policies, network security protections, monitoring, and ongoing security reviews. No system is completely secure, but we take reasonable steps to safeguard your data.

10. Cookies and Similar Technologies

We use cookies and similar technologies to maintain user sessions, remember preferences, enhance security, analyze usage, and improve performance. You can control cookies through browser settings, though disabling cookies may affect functionality.

11. International Data Transfers

The Services are operated from the United States. If you access the Services from outside the United States, your information may be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction.

12. Your Responsibilities

You are responsible for obtaining appropriate permissions to share data with Sledge, complying with applicable privacy and data protection laws, and reviewing automated outputs before relying on them.

13. Your Privacy Choices and Rights

You may update your account information, disconnect integrations, or request deletion of your account. Certain information may be retained if required by law or for legitimate business purposes.

14. Children's Privacy

The Services are intended for business use only and are not directed to individuals under the age of 18. We do not knowingly collect information from children.

15. Third-Party Services

The Services may link to or integrate with third-party services. Sledge does not control those services or their privacy practices. You should review their policies separately.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page, and continued use of the Services after an update constitutes acceptance of the revised policy.

17. Contact Us

If you have questions about this Privacy Policy or our data practices, you can contact us at support@getsledge.com.