Your clients’ numbers never leave your PC.

Your financial working data stays offline. Greenote’s servers never receive, see, or store:

• Bank statements you open in the app (PDF, Excel or CSV)
• Transactions, balances or narration text from those statements
• Your clients’ names, account numbers or any client financial data
• The vouchers you create or anything you post to Tally

All of that lives only on the PC where you use Greenote, under your control, like any other file on your machine.

We store the minimum needed to run your account and licence. Specifically:

• Account details - your email address, firm name and mobile number, given when you sign up.
• A hashed device fingerprint for each PC you activate. This is a one-way code that lets us count licence seats; it cannot be reversed into information about your machine.
• Payment and order records - which plan you bought, when, the amount, and the Razorpay payment reference.
• Support tickets - your messages and any files you choose to attach when asking for help.
• Product analytics events - anonymous-style usage signals (for example, “a statement was converted”) that tell us which features matter. These never include the contents of your statements.

Only to run the product. We use the data above to create and secure your account, activate and manage licence seats, process your orders, answer support tickets, and understand which features to improve. We do not sell your data, rent it, or share it with advertisers - ever.

Emails we send are transactional. OTP codes to sign in, payment receipts, trial and renewal reminders, and replies to your support tickets. Product update emails always include a one-click opt-out. We do not send marketing spam.

We never see your card, UPI or banking details. All payments are handled by Razorpay, a PCI-DSS compliant Indian payment gateway. Your payment instrument details go directly to Razorpay; what reaches us is only a confirmation that the payment succeeded, along with an order reference we keep for your billing history and invoices.

We keep this light. The website uses cookies or local storage only to keep you signed in to your dashboard and to remember preferences like your theme. We collect basic product analytics (which pages and features are used) to improve Greenote; we do not use third-party advertising trackers.

Only as long as it serves you. Account and licence records are kept while your account is active. Payment records are retained as long as Indian tax and accounting law requires. Support tickets are kept so we have context if you write again. If you delete your account, we remove your personal data except what the law obliges us to retain (such as payment records).

Your data, your call. You can ask us at any time to:

• Show you the personal data we hold about you (access)
• Fix anything that is wrong or outdated (correction)
• Delete your account and personal data (erasure)

Just email support@greenote.app from your registered address and we will act on it promptly - no forms, no run-around.

We are built for India’s data protection law. Greenote processes personal data in line with the Digital Personal Data Protection Act, 2023: we collect only what we need, use it only for the purposes stated here, protect it with appropriate safeguards, and honour your rights to access, correct and erase it. Because your clients’ financial data never reaches our servers, the most sensitive data in your practice never becomes our responsibility to hold in the first place.

If this policy changes, you will know. We will update this page, change the date at the top, and for anything significant we will email account holders. We will never quietly weaken the core promise: statements stay on your PC.

Questions about privacy or this policy? Email support@greenote.app or use the contact form. Greenote operates from India, and this policy is governed by Indian law.