Privacy Policy

General

This web app does not permanently store any user data, with the exception of information used to sign you into your account. Amalgam may at times make temporary use of user data in order to provide its services, as detailed below.

Integrated Services

This app may be connected to other services ("Integrated Services") such as Quickbooks and Stripe, and may be used to access and modify data within these integrated services. All data obtained from integrated services is subject to those services' respective privacy policies.

Data obtained from integrated services will pass through Amalgam and be transmitted, as requested by the user. An example would be taking Quickbooks data and transmitting it to a Google Sheet. This app does not retain the information transmitted.

Connecting a Financial Institution through Plaid

Some features let you connect a financial institution, such as a bank account, to Amalgam. This connection works differently from our other Integrated Services. With services like QuickBooks, Stripe, and Google, Amalgam connects to a system you already use, and data passes through Amalgam without being retained.

To connect a financial institution, Amalgam uses Plaid Inc. ("Plaid"), a third-party financial data provider. In this case you are choosing to link your financial institution to Plaid, and Amalgam then receives the permissioned data through Plaid. This means Plaid is a separate party in the connection, not simply a system you already use.

Plaid collects and processes your financial data, which may include account details (such as account and routing numbers and balances), transactions, and identity information, as an independent data controller under its own privacy policy and for its own purposes as described there. We encourage you to review the Plaid End User Privacy Policy. Many organizations already use Plaid through other applications, but we call it out here because this relationship is distinct from our other integrations.

This connection happens only if a user chooses to create it. It is not enabled by default and is not a built-in part of the Amalgam product. No financial institution is connected unless a user directs that connection themselves. As with our other integrations, Amalgam does not retain the data transmitted through this connection.

If you would prefer this option not be available to your team, we can disable Plaid-based connections for your organization on request. Contact us at support@amalgam.me.

Google Sheets Add-In

The Amalgam add-in for Google Sheets allows users to access data from Integrated Services directly from Google Sheets. This add-in requires access to certain user information in order to provide a seamless user experience.

This add-in requires access to each user's email address, display window, and active spreadsheet in order to display the sidebar interface and make adjustments to spreadsheets as requested by the user. Amalgam login data is securely stored within the user's google profile to allow connections with the Hub to persist (rather than requiring a login for each action performed).

The add-in also requires permission to send and request data from an external app (the Hub), in order to access the financial information from integrated services. No information sent from the google sheets add-in is stored by this app, except in integrated services as directed by the user (e.g. by creating journal entries in an accounting platform).

Finally, the add-in requires permission to run certain scripts based on user actions. This code will "listen" for certain actions in the spreadsheet (such as the update of data rows), and use those to trigger other functions of our application. This allows our application to respond fluidly to your input, rather than require our users to trigger each discrete action with a button click in the application sidebar.

Amalgam's use of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

AI-Enabled Features

The following terms apply only to users of AI Enabled features. These features will be opt-in only. Teams electing to use these features agree to be governed by the following terms:

When you use AI-enabled features, data from your account and connected integrations may be transmitted to third-party AI service providers ("AI Providers") for processing. This data is handled by AI Providers in accordance with their own terms and data handling policies.

Amalgam does not use your data to train AI models, and we require that our AI Providers do not use data submitted through Amalgam for model training purposes. AI Providers may temporarily retain data as necessary to deliver results, perform abuse monitoring, and comply with legal obligations.