Privacy Policy
1. Introduction
Privacy Policy
Effective Date: 01.01.2025
1. Introduction
Reportr.ai (“we,” “us,” “our”) provides an AI-powered scribe service tailored for financial advisors and planners in New South Wales, Australia. We are committed to protecting the privacy of our users and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), as well as relevant NSW state laws, including the Privacy and Personal Information Protection Act 1998 (NSW).
2. Collection of Personal Information
We collect and process personal information necessary to provide our AI scribe services, including:
– Client Information: Names, contact details, and professional details of financial advisors and planners.
– Recorded Data: Audio recordings, transcripts, and associated metadata.
– Financial Data: Information provided in discussions related to financial planning (excluding banking details or transaction data).
– Usage Data: Interactions with our platform, including access logs and device information.
3. How We Collect Personal Information
– We collect personal information through:
– User-provided data via account registration and platform interactions.
– Uploaded recordings and transcriptions processed through our AI system.
– Automated data collection through cookies and analytics tools.
4. Purpose of Collection
We use personal information to:
– Transcribe, process, and deliver AI-generated financial documentation.
– Improve and refine our AI transcription models.
– Provide customer support and respond to inquiries.
– Ensure security and compliance with applicable regulations.
5. Storage and Security
We store personal information on secure Australian-based servers. Security measures include:
– End-to-end encryption for data transmission and storage.
– Access controls and authentication mechanisms.
– Regular security audits and compliance checks.
6. Disclosure of Personal Information
We do not sell or share personal information with third parties except where required by law or:
– With explicit user consent.
– To service providers assisting in data processing under strict confidentiality agreements.
– To regulatory authorities where legally mandated.
7. Access and Correction
Users may request access to, or correction of, their personal information by contacting us at info@reportr.ai. We will respond in accordance with the APPs and NSW privacy laws.
8. Data Retention and Deletion
We retain personal information for as long as necessary to provide our services and comply with legal obligations. Users may request deletion of their data, subject to legal and regulatory requirements.
9. Cross-Border Data Transfers
Reportr.ai primarily stores data in Australia. Where cross-border data transfers are necessary, we ensure compliance with APP 8 and take reasonable steps to protect the data.
10. Complaints and Contact Information
If you have concerns about your privacy, you may contact us at:
Email: info@reportr.ai
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) or the NSW
Privacy Commissioner.
11. Updates to this Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.
By using Reportr.ai, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and storage of your personal information as outlined above.
Google User Data Disclosure Statement
To provide and enhance the functionality of our application, we request access to specific Google user data via Google APIs. This access is limited strictly to the purposes outlined below:
1. Google Account Email Address (userinfo.email)
Purpose of Use:
• To authenticate and identify you within our system.
• To create and manage your user account securely.
• To associate financial planning data uniquely with your account.
2. Google Account Profile Information (userinfo.profile)
Purpose of Use:
• To retrieve your name for a personalised application experience (e.g., greetings).
• To build a complete user profile for improved service delivery.
• To address you correctly in app-generated reports and communications.
3. Read-Only Access to Google Calendar (https://www.googleapis.com/auth/calendar.readonly)
Purpose of Use:
• To display your existing Google Calendar events within the application interface.
• To support scheduling of financial consultations by avoiding appointment conflicts.
• To enable financial planners using our app to view upcoming meetings for preparation and time management.
• To integrate your financial planning activities with your existing schedule seamlessly.
Data Use Limitations
We strictly adhere to the Google API Services User Data Policy. In particular:
• No data accessed via these APIs is used to develop, train, or improve generalised Artificial Intelligence (AI) or Machine Learning (ML) models.
• All data access is limited to the user-facing features described above.
• We do not share, sell, or repurpose your Google data for advertising or unrelated purposes.
Commitment to User Privacy
Our access and use of your Google user data is fully compliant with:
• The Google API Services User Data Policy,
• The Google OAuth 2.0 Policies,
• All applicable privacy laws and data protection regulations.