Privacy Policy for Attain FI

Last updated: February 8, 2025

Rational Points, LLC (“we,” “our,” or “us”) provides a Google Workspace™ add-on, "Attain FI", that integrates with Google Sheets™ to automatically import your bank transactions directly into a spreadsheet. Your privacy is important to us, and we are committed to handling your data transparently and responsibly. This Privacy Policy explains how we collect, use, and protect your information when you use our service.

  1. Data We Collect

    We collect and store the following user data:

    • Email address: Used for authentication, service functionality, and communication.
    • Plaid access tokens: Used to securely maintain your connection and retrieve your financial data.

    We do not store actual financial transaction data, account balances, or other personal financial details.

  2. How We Use Your Data

    We use your data to:

      • Provide and improve our services.
      • Authenticate and authorize access to linked financial accounts.
      • Process billing through Stripe.
      • Comply with legal requirements.

    We do not sell or share your data with third parties for advertising or marketing purposes.

  3. Data Security Measures

    • Encryption: Sensitive data is encrypted to prevent unauthorized exposure.
    • Access Controls: Only authenticated requests from your Google account can access your data.
    • Audit Logging: We track access to sensitive data for transparency.
  4. Data Retention & Deletion

    • Plaid Access Tokens are automatically deactivated if you unsubscribe or manually unlink an account.
    • We retain email addresses as long as necessary for service functionality, compliance, and dispute resolution. If you request account deletion, we will remove your data unless legal obligations require us to retain it.
    • You can request deletion of your data by contacting us at [email protected].
  5. Third-Party Services

    We use the following third-party services:

    • Google: We rely on Google services for distribution, authentication, data storage, and backend processing. Your use of the add-on is subject to Google’s Privacy Policy, which governs the handling of your data within Google’s ecosystem (link to Google's policy).
    • Plaid (financial data aggregation): We use Plaid to securely connect to your financial accounts and retrieve transaction data. Your banking credentials are never stored or processed by our servers. Plaid’s Privacy Policy applies to any financial data shared through their services. We store access tokens to facilitate integration (link to Plaid's policy).
    • Stripe (billing): We use Stripe to process payments securely. Your payment details are handled directly by Stripe and never stored or processed by our servers. Stripe's Privacy Policy applies to any payment-related transactions (link to Stripe's policy).
  6. Contact Us

    For privacy-related inquiries, please contact us at [email protected].