Effective September 23, 2026
Privacy Policy
How we handle information entrusted to Mozart.
1. Scope and contact
This Privacy Policy describes how Mozart Financial ("Mozart", "we", "us") handles information through our website, deduction-recovery services, connected accounting integrations, and related support. Contact start@mozart.financial for privacy questions or requests. When we process business records on a customer’s behalf, that customer controls the records and its instructions and applicable service agreement govern that processing.
2. Information we handle
Depending on the features you use, we receive contact and account details; company and user identifiers; documents, invoices, deductions, remittances, payment and transaction records; customer and vendor details contained in those records; support correspondence; and connection credentials such as OAuth tokens. Hosting and application systems may record IP addresses, device/browser information, access times, errors, and security or audit events. Information comes from you, authorized members of your organization, your connected services, and use of our services. Do not send unnecessary sensitive personal information.
3. QuickBooks and other connected services
Connecting QuickBooks Online authorizes access to the company and accounting data permitted by the scopes you approve, which may include invoices, customers, payments, credits, balances, and related accounting records. We use this data to provide reconciliation, deduction identification, evidence preparation, and other features you request. Authorization tokens enable the connection; you authenticate with Intuit rather than giving Mozart your Intuit password. Connection permission alone does not authorize a dispute submission or accounting write-back: any supported action requires the applicable customer approval. Other integrations follow the permissions and features you enable.
4. How we use information
We use information to operate and secure the service, authenticate users, analyze and reconcile records, prepare evidence and draft recommendations, provide support, communicate with you, calculate agreed fees, maintain audit records, troubleshoot, and meet legal obligations. Where applicable, our legal bases include performing a contract, legitimate interests in operating and securing a business service, legal obligations, and consent where required. You may withdraw consent without affecting processing that was lawful before withdrawal.
5. AI and document processing
Documents and relevant business data may be processed by OCR and AI service providers to extract fields, classify records, and draft supporting material. Outputs can be inaccurate and require human review. This policy does not grant permission to use your connected accounting data or confidential documents to train general-purpose AI models. We do not use those records for advertising. Feature improvement and troubleshooting must remain consistent with the purposes and permissions described here.
6. When information is shared
Information is disclosed as needed to providers supporting hosting, storage, authentication, document processing, AI, email, monitoring, and billing; authorized users of your organization; and integrations or recipients you direct us to use. Dispute materials may be shared with retailers or other recipients when you authorize the workflow. Providers must handle information for the relevant service and under applicable confidentiality and data-protection obligations. We may disclose information when legally required, to protect rights and security, or in a business transfer subject to applicable protections. We do not sell personal information or share it for cross-context behavioral advertising.
7. Cookies and external sites
The public marketing site does not use advertising cookies. The application and infrastructure may use cookies or similar storage for authentication, preferences, and security. You can manage cookies in your browser, although disabling necessary storage may prevent sign-in. Scheduling links and other third-party sites have their own privacy notices; visiting them is subject to their practices. We will provide any notice and consent required before introducing optional tracking.
8. Disconnection, retention, and deletion
You can revoke the QuickBooks connection through Intuit’s connected-app controls or ask us to disconnect it at start@mozart.financial. Revocation stops future authorized access but does not automatically delete records already imported or data held by Intuit. Request deletion or export separately by email. We retain information only as needed for the service, the customer relationship, security, dispute resolution, accounting, and legal requirements. Some audit and transaction records must be preserved for those purposes; restricted backups may remain until their normal rotation. We will explain any applicable retention exception when responding to a request. Disconnecting does not cancel a service agreement or outstanding fees.
9. Your privacy choices and rights
Depending on your location and applicable law, you may request access, correction, deletion, portability, restriction, or objection to processing, and may appeal a denied request or complain to a data-protection authority. Email start@mozart.financial with your request; an authorized agent may act where permitted. We may verify identity and authority and coordinate with the business that controls the records. We respond within applicable legal deadlines and do not discriminate for exercising protected rights. You may opt out of marketing emails by replying or using an unsubscribe link; essential service messages may continue.
10. Security and international processing
We use safeguards designed to limit unauthorized access, including access controls and protected connections. No system can guarantee absolute security. Information may be processed in the United States and other locations where service providers operate, whose laws may differ from yours. Where required, international transfers must use an applicable lawful transfer mechanism. Contact us for details relevant to your service arrangement.
11. Children and policy updates
Mozart is a business service intended for adults, not children under 18. If you believe a child has supplied personal information, contact us so we can address it. We may update this policy as services or obligations change and will revise the effective date. Material changes will receive additional notice where required; new uses requiring consent will not be authorized merely by changing this page.
Questions? start@mozart.financial