privacy
Privacy policy
foundr.money sees your money so you don’t have to. That means we handle sensitive data, and you deserve to know exactly what we touch, why, and how to make it go away. Plain language below — no dark patterns.
Last updated: 2026-05-31
What we collect
We collect only what it takes to turn your transactions into per-project profit and loss. Concretely:
- Auth identity (via Clerk). Your email address and the account profile you create when you sign in. We use Clerk to authenticate you; we never see or store your password.
- Bank & card transactions (via Plaid). When you link an account, Plaid provides us with transaction history, descriptions, amounts, dates, and the account and institution metadata needed to categorize spend. We do not store your bank login credentials — Plaid holds those, never us.
- Provider invoice data. Where you connect a tool or vendor, we ingest invoice and billing line items so they can be matched to the right project.
How we use it
One purpose: building per-project P&Lfor you. We tag each transaction to a project, roll it into a profit-and-loss view, and surface it back to you inside the app. That’s the whole job.
We do not use your financial data to train advertising profiles, and we do not build a shadow credit file. We may use aggregated, de-identified usage signals to keep the product working and to fix what breaks.
Who else touches it
foundr.money is a small surface on top of a few trusted sub-processors. Each does one job:
- Clerk. Authentication and session management.
- Plaid. The secure connection to your bank and card accounts.
- Supabase. The Postgres database where your projects and tagged transactions live.
- Vercel. Application hosting and delivery.
We share data with these providers strictly to run the service — never as a product of its own.
Plaid end-user privacy
Your bank connection is powered by Plaid. By linking an account you also agree to Plaid’s handling of your information as described in the Plaid End User Privacy Policy. Plaid is the processor of record for your banking credentials; foundr.money never receives or stores them.
Retention & deletion
We keep your data only while your account is active and for as long as it takes you to use your historical P&L. You can request a full export or deletion of your data at any time by emailing hello@perea.ai. We’ll honor deletion requests promptly and remove your data from our active systems; residual copies in routine backups age out on their normal cycle.
We never sell your data
Flatly: we do not sell, rent, or trade your personal or financial data to anyone, for any price. Your numbers are yours. We make money from your subscription, not from your data.
Questions
Anything at all — privacy, a deletion request, or a worry — hello@perea.ai reaches a real person.
See also our Terms of Service.