Privacy Policy

Last updated: September 21, 2026

Account-Flow is operated by Montero and Viera LLC, a Delaware limited liability company. Account-Flow provides connector apps, reconciliation, reporting, and accounting workflow software for ecommerce and service businesses. This policy explains how we collect, use, protect, retain, and delete data when a client authorizes Account-Flow to connect systems such as Amazon Selling Partner API, Meta Ads, Shopify, or QuickBooks Online and other accounting platforms. This policy covers our website, client services, and Account-Flow Invoice Sync app.

Information we collect

Shopify and QuickBooks Invoice Sync

When a merchant connects a Shopify store and a QuickBooks Online company, we process the connected data to provide the synchronization features the merchant enables. The merchant controls its customer relationship and instructs us how to process store data through its authorizations, settings, and account mappings.

Customer email addresses are used to match an order to a QuickBooks customer or create a customer when the merchant's rules allow it. Location codes support tax handling. Order and payout details support invoice, payment, fee, refund-deduction, and deposit recording. The app does not need customers' full payment-card numbers, card security codes, or online-banking passwords.

Enabling synchronization authorizes the app to send the required order and transaction information to the connected QuickBooks company and create accounting records according to the merchant's settings. These can include customers, products or tax-recording items, invoices, received payments, and deposits. Inventory mappings can affect QuickBooks inventory. Recording a payment or deposit in the books does not itself charge a customer's card or transfer money.

We use connected-store customer data for these merchant-authorized functions, support, security, and applicable legal obligations. We do not sell this data or use it for unrelated advertising. Marketing-site analytics are separate from the app's connected-store data.

Who receives information

We share information with the platforms the merchant connects, including Shopify and Intuit QuickBooks Online, as needed to provide the requested integration. We also use service providers for hosting, data storage, security, and support, subject to the platform-data commitments below. Authorized support personnel may access information needed to investigate a merchant's request. We may disclose information when required by law or as directed by the merchant.

Connected platforms process information under their own privacy terms. Disconnecting Account-Flow does not remove records already sent to those platforms.

How we use information

Website analytics and advertising pixels

Account-Flow may use tools such as Google Analytics/Google Ads tags, Meta Pixel, Microsoft Clarity, LinkedIn Insight Tag, or similar services to measure traffic, conversions, ad performance, and website usability. These services may set cookies or similar identifiers and may receive event data such as page path, campaign parameters, click type, package selected, and estimated conversion value. Marketing-site tracking is separate from client-authorized platform connectors and is not used to sell client platform data.

Visitors can limit tracking by using browser privacy controls, ad-platform opt-out tools, or Do Not Track/browser-level blocking where supported.

Platform data commitments

Security

Retention

We retain data only as long as needed to provide services, maintain security and audit records, comply with legal/accounting obligations, resolve disputes, or follow written client instructions. When data is no longer needed for those purposes, we delete it or de-identify it where practical.

Deletion and revocation

Clients may revoke access directly in the connected platform at any time, including Amazon Seller Central app authorizations, Meta Business integrations/settings, Shopify app settings, or accounting platform app settings. Clients may also request export, correction, disconnection, or deletion by emailing info@account-flow.com. Additional instructions are available at /data-deletion.

Your privacy requests

Depending on applicable law, you may have rights to access, correct, export, or delete personal information, or to object to or restrict certain processing. Contact info@account-flow.com to make a request. We verify the requester's authority and respond under applicable legal and platform requirements. Please do not send passwords, access tokens, or full payment-card details.

If you are a customer of a store using Account-Flow, contact that store first about your order or customer information. We support the merchant in responding to requests concerning data processed on its behalf. You can also contact us to help route a request.

Uninstalling the Shopify app or disconnecting QuickBooks revokes the relevant connection; it does not by itself delete invoices, payments, deposits, or customer records already held in the merchant's QuickBooks company. Those records remain under the merchant's control. Requests to delete Account-Flow's stored data are handled separately, subject to the retention grounds above. Any information that must be retained for a legal obligation is limited to that purpose.

Children's data

Account-Flow is a business-to-business service and is not intended for children or consumer social use.

Changes to this policy

We may update this policy as the service, platform requirements, or applicable law changes. The updated date above shows the latest version.

Contact

Privacy, security, or data handling questions can be sent to info@account-flow.com.