Privacy & GDPR

Your data, handled with care

A plain-English summary of how Agentic CFO uses your information.

What we collect

  • The P&L file you upload and basic details about your business type.
  • Your name and email address, so we can send your report or newsletter.
  • Payment details, handled by our payment provider; we do not store card numbers.

How we use it

  • To produce and deliver the reports and services you ask for.
  • Anonymised, opt-in use only: if you opt in, we may use your data in anonymised form to improve the service and to build the Industry Insights Directory. Nothing in the directory can identify you or your business. You can withdraw consent at any time.
  • We never sell your data.

Your rights

Under UK GDPR and the Data Protection Act 2018 you can ask to access, correct, export or delete your data, and object to or restrict how it is used. Email agenticcfo@mail.grokbot.com. You can also complain to the Information Commissioner's Office (ico.org.uk).

Cookies

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Not financial advice

Agentic CFO reports are AI-generated general information, not regulated financial advice.