Privacy Policy

  • Last updated: 2nd February 2026

Agnes Investments Pty Limited (“Agnes” “CashSight”, “we”, “us” or “our”) is committed to protecting your privacy.

This Privacy Policy explains how we collect, use, disclose, and protect personal and business information when you use CashSight, in accordance with applicable privacy laws, including the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).

Because CashSight works with sensitive financial data, we believe it’s important to be clear, practical, and upfront about how your data is handled.

This policy explains:

  • what information we collect
  • why we collect it
  • how we protect it
  • what we don’t do with it
  • the choices you have

This policy applies to your use of the CashSight website and platform.

  1. The short version (what most founders and business owners want to know)
  • You own your data.
  • We only access accounting data to provide CashSight’s forecasting features.
  • We don’t sell your data.
  • We don’t share your data with other customers.
  • We don’t use your data to train public or third-party AI models.
  • We use industry-standard security practices and trusted infrastructure.
  • You can disconnect integrations or request deletion at any time.

The rest of this policy goes into more detail.

Information we collect.

1. a) Information you provide directly

This includes information you choose to give us, such as:

  • name
  • email address
  • company name
  • role or job title
  • contact details
  • information you enter when creating forecasts, assumptions, or scenarios

1. b) Accounting and financial data (via integrations)

If you connect CashSight to an accounting platform (such as Xero), we may access read-only financial data, including:

  • historical financial data
  • balances
  • transactions
  • invoices and bills
  • payroll or expense totals (where available through the integration)

Important:

  • CashSight does not modify your accounting records
  • We only access the data required to generate forecasts and insights
  • You can disconnect an integration at any time
  1. c) Usage and technical information

We may collect limited technical and usage data, such as:

  • pages viewed
  • features used
  • actions taken in the product
  • device and browser information
  • IP address

This helps us improve CashSight, fix issues, and understand what’s actually useful.

2. How we use your information

We use your information to:

  • provide and operate CashSight
  • generate forecasts, scenarios, and comparisons
  • help you answer “what if?” questions
  • improve accuracy, usability, and performance
  • communicate with you about your account, product updates, or support requests
  • meet legal and regulatory obligations

We do not:

  • sell your data
  • share your data for advertising purposes
  • allow other customers to see your data
  • use your data to train public AI models or third-party systems

3. How AI is used in CashSight

CashSight may use automated or intelligent models to:

  • assist with forecasting and cash timing
  • analyse patterns and trends
  • generate insights or explanations

Clear boundaries:

  • Your data is not used to train public AI models
  • Your data is not shared across customers
  • AI outputs are designed to be explainable and adjustable
  • CashSight supports decision-making. Final decisions remain yours

4. Data sharing

We only share information in limited circumstances:

  • Service providers who help us operate CashSight (e.g. cloud hosting, analytics, payment processing)
  • Regulators or law enforcement, where required by law

All service providers are required to:

  • protect your data
  • use it only for authorised purposes
  • comply with applicable privacy and security obligations

We do not disclose detailed financial or forecasting data for commercial gain.

5. Cookies and tracking

We use cookies and similar technologies to:

  • operate the website
  • improve performance
  • understand usage patterns

Cookies do not personally identify you. You can control cookies through your browser settings, though disabling them may affect functionality.

6. Payment information

If you subscribe to a paid plan:

  • payment details are encrypted and processed by a secure third-party payment provider
  • CashSight does not store full credit card details
  • payment data cannot be accessed by CashSight staff

7. Data security

We use reasonable, industry-standard measures to protect your data, including:

  • encrypted connections
  • secure cloud infrastructure
  • access controls and permission limits
  • regular review of security practices

No system is completely risk-free, but protecting your data is a core responsibility we take seriously.

Your data may be stored or processed outside your country (for example, on secure servers in the United States or other regions). Where this occurs, we take reasonable steps to ensure appropriate safeguards are in place.

8. Data retention, access, and deletion

You can:

  • disconnect accounting integrations at any time
  • request access to the data we hold about you
  • request correction of inaccurate data
  • request deletion of your data

We retain data only:

  • as long as needed to provide CashSight
  • to meet legal or regulatory obligations

After cancellation, data may be deleted in line with our retention practices or upon request.

9. Your rights

Depending on your location, you may have rights to:

  • access your personal information
  • correct or update it
  • request deletion

To make a request, contact us at: [insert contact email]

10. Changes to this policy

We may update this Privacy Policy from time to time.

If we make material changes, we’ll notify you or clearly post an update.

11. Contact us

If you have questions about privacy, security, or data handling, contact:

CashSight Pty Limited