Legal
Privacy Policy
Last updated: April 28, 2026
Legal entity
LeedBooks is a product and trade name operated by The Lead Standard LLC. References to LeedBooks in this policy refer to The Lead Standard LLC and its LeedBooks product unless the context says otherwise.
Information we collect
We collect account information, contact details, business settings, connected financial data, transaction records, user activity needed to run the product, and messages you send to us.
How we use information
We use information to provide bookkeeping workflows, connect bank feeds, prepare AI suggestions, send alerts, support users, secure the platform, and improve product reliability.
Financial data
Connected bank data is used to power bookkeeping, reporting, review queues, rules, and related automation. We do not sell financial transaction data.
AI processing
LeedBooks may use AI systems to read transaction details, suggest categories, explain decisions, and prepare rules. Human review remains part of important bookkeeping decisions.
Sharing
We share information only with service providers needed to operate LeedBooks, comply with law, protect the platform, or complete actions requested by the user.
Retention
We keep information as long as needed to provide the service, maintain records, resolve disputes, comply with legal obligations, and protect the platform.
Contact
Questions about privacy can be sent through the LeedBooks contact page.