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Privacy Policy

Privacy policy and data protection information for CFO Upgrade by Onetribe

TL;DR

  • We collect only data needed to deliver our service (name, email, billing, ERP data).
  • All data is stored in a secure Microsoft Azure environment with enterprise-grade encryption.
  • Your ERP data is never shared with third parties — it's used solely for your analyses.
  • You can access, correct, delete, or export your data at any time.
  • Platform data is deleted within 30 days after subscription ends.
  • Contact: support@cfoupgrade.com

Privacy Policy

Last updated: January 1, 2025

Onetribe s.r.o., with its registered office at Daxnerovo nám. 4, 821 08 Bratislava, Slovakia (hereinafter “Onetribe” or “we”), is committed to protecting your personal data. This policy explains how we collect, process, and protect your personal data in compliance with the General Data Protection Regulation (EU) 2016/679 (GDPR).

1. Data Controller

The controller of your personal data is:

Onetribe s.r.o. Daxnerovo nám. 4, 821 08 Bratislava, Slovak Republic Email: support@cfoupgrade.com

2. Data We Collect

2.1 Data you provide directly

  • Full name
  • Email address
  • Phone number
  • Company name and registration number
  • Billing information

2.2 Data collected automatically

  • IP address and browser type
  • Website usage data (cookies, analytics)
  • Technical access logs for the platform

2.3 Data processed within the platform

  • Client ERP system data (Pohoda, Helios, Money ERP, and others)
  • Analytics outputs and reports generated by the platform
  • User queries and interactions with the AI analyst

3. Purposes of Processing

We process your personal data for the following purposes:

PurposeLegal Basis
Contract performance and service deliveryArt. 6(1)(b) GDPR
Invoicing and accountingArt. 6(1)(c) GDPR
Communication and customer supportArt. 6(1)(b) GDPR
Website analyticsArt. 6(1)(a) GDPR (consent)
Protection of legitimate interestsArt. 6(1)(f) GDPR

4. Data Security

Your data is protected in a secure Microsoft Azure environment with enterprise-grade standards:

  • Entra ID — identity and access management
  • Encryption — data encrypted in transit (TLS) and at rest (AES-256)
  • MFA — multi-factor authentication
  • GDPR — full compliance with European data protection regulations
  • ISO 27001 — information security standards

5. Data Sharing

We do not share your personal data with third parties except:

  • Infrastructure providers: Microsoft Azure (data processor within the EU)
  • Accounting and legal services: to the extent necessary for legal compliance
  • Public authorities: when required by law

Your ERP data processed within the platform is never shared with third parties and is used solely to generate analyses for you.

6. Data Retention

  • Contractual data: for the duration of the contract and 5 years after termination
  • Accounting documents: 10 years in accordance with accounting legislation
  • Website analytics data: 26 months
  • Platform ERP data: for the duration of the subscription; deleted within 30 days after termination

7. Your Rights

Under the GDPR, you have the right to:

  • Access — obtain information about what data we process about you
  • Rectification — request correction of inaccurate data
  • Erasure — request deletion of your data
  • Restriction of processing — limit how we use your data
  • Data portability — receive your data in a structured format
  • Object — object to processing based on legitimate interest
  • Withdraw consent — withdraw consent at any time (e.g., cookies)

To exercise your rights, contact us at support@cfoupgrade.com .

8. Cookies

Our website uses cookies for proper functionality and traffic analytics. You can review and configure cookie preferences via the cookie banner displayed on your first visit.

9. Changes to This Policy

We reserve the right to update this policy. We will notify you of material changes via email or a notice on our website.

10. Contact

If you have questions about the protection of your personal data:

Onetribe s.r.o. Email: support@cfoupgrade.com Phone: +421 910 830 235 Address: Daxnerovo nám. 4, 821 08 Bratislava, Slovakia

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