Privacy Policy
Last updated: August 13, 2026
Zavvis Technologies, Inc. (“Zavvis,” “we,” “our,” or “us”) provides a financial data observability platform designed to help organizations detect, investigate, explain, and report material financial conditions.
This Privacy Policy explains how Zavvis collects, uses, discloses, and protects information when you visit our website or use the Zavvis platform and related services (collectively, the “Services”).
1. Scope and roles
This policy applies to information collected through the Zavvis website, platform, connected applications, support interactions, and marketplace subscriptions.
When an organization uses Zavvis, that organization determines which financial systems, data sources, and authorized users are connected to the Services. For personal information contained in customer-provided data, the customer generally acts as the data controller or business, and Zavvis acts as its service provider or processor.
2. Information we collect
Account and contact information
We may collect names, business email addresses, company names, job titles, authentication information, account roles, configuration preferences, and communications with Zavvis.
Financial and business information
When an authorized customer connects or provides data from an accounting, ERP, CRM, banking, project-management, or other business system, Zavvis may process information such as:
- Transactions, invoices, bills, payments, journal entries, and account balances.
- Chart-of-accounts and financial-statement information.
- Customer, vendor, product, project, department, class, and location identifiers.
- Transaction-line details and related operational attributes.
- Financial metrics, baselines, signals, explanations, evidence, and reports generated through the Services.
Customer-provided financial and business information is referred to in this policy as “Customer Data.”
Technical and usage information
We may collect IP addresses, browser and device information, session information, authentication events, diagnostic logs, error records, feature usage, system performance information, and security-related events.
Support and communication information
We collect information submitted through support requests, demonstrations, pilot discussions, surveys, feedback, and other communications.
Marketplace and subscription information
If you obtain Zavvis through Microsoft or another marketplace, the marketplace provider may process payment and billing information under its own privacy terms. Zavvis may receive subscription, organization, purchaser, plan, and transaction-status information necessary to provision and administer the Services.
Website information
Our website may use essential cookies or similar technologies needed for security and functionality. If analytics technologies are enabled, we will use them in accordance with applicable consent requirements.
3. How we use information
Zavvis may use information to:
- Provide, configure, operate, and maintain the Services.
- Authenticate users and manage company-level access.
- Connect to and synchronize authorized data sources.
- Detect financial conditions, changes, anomalies, and control issues.
- Generate explanations, supporting evidence, reports, and responses to user questions.
- Provide customer support and investigate technical problems.
- Monitor reliability, performance, security, and misuse.
- Administer subscriptions and marketplace transactions.
- Improve the accuracy, usability, and reliability of the Services.
- Comply with contractual and legal obligations.
- Protect Zavvis, our customers, and other parties.
We do not sell Customer Data or personal information.
4. AI and automated processing
Zavvis uses rule-based systems, statistical methods, machine-learning techniques, and generative AI to analyze financial information and generate signals, explanations, supporting evidence, and reports.
These outputs are intended to assist qualified finance professionals. They may be incomplete, inaccurate, or delayed and do not constitute accounting, audit, investment, tax, or legal advice. Customers remain responsible for reviewing outputs and making business decisions.
Unless separately authorized by the customer in writing, Zavvis does not use Customer Data to train general-purpose AI models.
5. Legal bases
Where applicable law requires a legal basis, Zavvis processes personal information:
- To perform a contract or provide requested Services.
- Based on our legitimate interests in operating, securing, supporting, and improving the Services.
- To comply with legal obligations.
- With consent, where consent is required.
6. How information may be disclosed
Zavvis may disclose information:
- To cloud infrastructure, data-processing, authentication, monitoring, AI, communication, and support providers that help operate the Services.
- To a customer’s authorized users and administrators.
- When directed or authorized by the customer.
- When required by law, legal process, or a valid governmental request.
- To protect the rights, security, and integrity of Zavvis, our customers, or others.
- In connection with a merger, financing, acquisition, reorganization, or sale of all or part of the business.
Service providers may process information only for the services they provide to Zavvis and subject to applicable contractual and confidentiality obligations.
7. Data retention and deletion
We retain information for as long as reasonably necessary to provide the Services, administer an active customer relationship, resolve disputes, maintain security and audit records, and satisfy legal or contractual obligations.
Customers may request deletion or return of Customer Data, subject to applicable contracts, technical backup cycles, and legal-retention requirements. Deletion and privacy requests may be submitted to contact@zavvis.ai.
8. Security
Zavvis maintains administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, loss, and misuse. These safeguards may include access controls, authentication, encryption, logging, monitoring, and credential-protection measures.
No information system is completely secure, and Zavvis cannot guarantee absolute security.
9. Privacy rights
Depending on your jurisdiction, you may have rights to:
- Request access to personal information.
- Correct inaccurate information.
- Request deletion.
- Restrict or object to certain processing.
- Request a portable copy of information.
- Withdraw consent where processing is based on consent.
- Submit a complaint to an applicable data-protection authority.
Requests may be sent to contact@zavvis.ai. We may need to verify your identity and, where the information is controlled by a Zavvis customer, coordinate the request with that customer.
10. International processing
Zavvis and its service providers may process information in the United States and other jurisdictions. Where required, we use appropriate safeguards for international transfers of personal information.
11. Third-party services
The Services may connect to third-party platforms selected by the customer. Those providers maintain their own privacy practices. Zavvis is not responsible for how a third party processes information outside the Zavvis Services.
12. Children’s privacy
Zavvis is a business service and is not intended for individuals under 18. We do not knowingly collect personal information from children.
13. Changes to this policy
We may update this Privacy Policy as the Services or applicable requirements change. We will update the date at the top of this page and provide additional notice when required.
14. Contact us
Zavvis Technologies, Inc.
Dover, Delaware, United States
Email: contact@zavvis.ai