Privacy Policy

Privacy first,
billing always.

This privacy page explains what information OctaBMS processes to deliver billing workflows and what we do not do with your data.

High-level summary

We collect account, invoicing, and usage data only to run the service, secure sessions, and meet legal accounting obligations.

What we collect

Only the data required for billing workflows and account operations.

Account data

Name, email, company details, role, and authentication metadata.

Billing records

Invoices, payments, tax values, and client information entered by your team.

Technical data

Basic logs for security, debugging, and API reliability.

Cookies

Session and preference cookies for login continuity and essential UX.

How we use information

Usage is limited to service delivery, compliance, and support.

• Provide invoicing, reminders, reports, and template rendering features.

• Authenticate users and enforce tenant-level RBAC authorization.

• Prevent abuse and protect platform security with rate-limits and logs.

• Respond to support issues and platform incidents.

• Meet accounting and legal compliance requirements where applicable.

Contact

For privacy concerns, data correction, or deletion requests, contact your account admin or support channel listed in your tenant dashboard.