Privacy Policy

This policy explains what personal information GeekyBooks collects, why we collect it and the choices you have. We keep it as clear and short as we can.

Last updated: 23 October 2026

Information we collect

GeekyBooks (“we”, “us” and “our”) takes the private nature of your personal information seriously. This policy regarding our privacy practices (the “Policy”) describes how we treat the information we collect when you use our website (the “Site”), apps, products, services and content (including the Site, collectively, the “Services”).

  • Account information: name, email address, company name, role and login details.
  • Workspace data: bills, invoices, bank and card transactions, documents, time entries and other records you add or connect.
  • Technical and usage information: IP address, browser and device type, operating system, approximate location based on IP address, pages and features accessed, timestamps, referring website, log data and authentication and security events, which help us keep the Service secure and working well.
  • Payment information: when you purchase the Services, payments are processed by third-party payment processors. GeekyBooks does not need to store complete payment-card numbers, as these are handled by the payment processor.
  • Communications: messages you send us, such as demo requests or support questions.

How we use information

  • to provide, maintain and improve the Service;
  • to power features you choose to use, including AI agents and smart document capture;
  • to keep accounts secure and prevent fraud or misuse;
  • to respond to requests and send important service messages;
  • to send product updates, which you can opt out of at any time;
  • while you use GeekyBooks, we may send you service messages about your account, such as password resets, security alerts and important updates. These messages are part of the Service, so you can't opt out of them while your account is active;
  • where permitted by law, we may also send information about products, features, events or services that may be relevant to you.

How we share information

We do not sell personal information. We share it only:

  • with service providers who help us run GeekyBooks (such as hosting, email and analytics), under contracts that protect your data;
  • with services you choose to connect to your workspace;
  • with third-party AI providers that power our AI features, only as needed to deliver the feature you are using;
  • when required by law, or to protect the rights and safety of our users and GeekyBooks;
  • our AI features run on trusted third-party AI providers;
  • your data is not used to train AI models, either by GeekyBooks or by our AI providers, who are contractually restricted from doing so.

Data retention

We keep personal information for as long as your account is active and as needed to provide the Service. After an account is closed, we delete or anonymise data within a reasonable period, unless we must keep it longer for legal, tax or accounting reasons.

Your rights and choices

Depending on where you live, you may have the right to access, correct, delete or export your personal information or to object to certain processing. If your data is in a workspace managed by your employer or client, we may refer your request to them. To make a request, contact us at support@geekybooks.com.

Use of cookies and other tracking technologies

Cookies: our website uses cookies and similar technologies to keep it working, remember your preferences and understand how it is used. You can control cookies through your browser settings.

Web beacons: some pages of our website and some of our emails may contain web beacons, small transparent images also known as pixel tags or clear GIFs. They help us count visits and email opens, see which content is most useful and check that our systems are working properly.

International transfers

GeekyBooks is a U.S.-based company. We and our service providers may process personal information in the United States and other countries where we or they operate. These countries may have data-protection laws that differ from those in your country. Where required by applicable law, we use appropriate safeguards for international transfers of personal information.

Minors under 18

GeekyBooks is a business service and is not intended for anyone under 18 years of age. Children under 13 must not use the Service or provide any personal information to us and we do not knowingly collect personal information from them. If we learn that we have collected personal information from a child under 13 without verified parental consent, we will delete it.

Changes to this policy

We may update this Privacy Policy from time to time. If we make material changes, we may provide notice through the website, the Services, email or other appropriate means.

Contact us

If you have a question about this Privacy Policy or how we handle your personal information, contact our support team at support@geekybooks.com.