LedgerFit

Privacy Policy

JR Management Assistant LLC ("LedgerFit", "we", "us") · Last updated: July 20, 2026

1. Who we are

LedgerFit is an accounting and business management platform for small businesses, operated by JR Management Assistant LLC, a Texas limited liability company. This policy explains what data we collect through the LedgerFit application (app.ledgerfit.pro), how we use it, and the choices you have.

2. Information we collect

  • Account information. Name, email address, and authentication identifiers, processed through our sign-in provider (Clerk), including Google sign-in if you choose it.
  • Business and accounting data you enter. Company details, journal entries, vendors, checks, budgets, and related records. Sensitive identifiers such as tax identification numbers are encrypted at the application layer (AES-256-GCM) and are never displayed in full after entry.
  • Bank account data via Plaid. If you connect a bank account, we receive transaction history and balances through Plaid Inc. We do not receive or store your online banking credentials. Plaid's collection and use of your data is described in the Plaid End User Privacy Policy.
  • Usage and error data. Aggregate technical diagnostics (Sentry) to fix defects. Our error reporting is configured to redact tax identification numbers, account numbers, and credentials before any event leaves our systems.

3. How we use information

We use your data solely to provide the service: bookkeeping and reports, reconciliation of bank activity, check printing, tax worksheets and filings you initiate, AI-generated financial summaries (see Section 5), security, and support. We do not sell personal information, and we do not use your financial data for advertising.

4. Service providers (subprocessors)

We rely on U.S.-based infrastructure providers under their own security commitments: Clerk (authentication), Neon (database, encrypted at rest), Vercel (hosting), Cloudflare (network), Plaid (bank connectivity), Anthropic (AI features), Sentry (error monitoring), TaxBandits (tax e-filing you initiate), and Google Maps (address autocomplete). Data remains in United States regions.

5. AI features

LedgerFit includes an assistant ("Arva") that explains your financial reports. The assistant receives aggregated accounting figures only; it is never sent tax identification numbers, Social Security numbers, or bank account numbers. AI output is informational and is not professional advice.

6. Security

Data in transit is protected with TLS 1.2+. Data at rest is encrypted, with application-layer AES-256-GCM encryption on the most sensitive fields. Access is limited by role-based permissions, protected by multi-factor authentication, and sensitive operations are recorded in an immutable audit log.

7. Retention and deletion

We retain records according to our Data Retention and Disposal Policy: accounting records at least 7 years, tax records at least 4 years (IRS requirements), and bank data while your connection remains active. You may request export or deletion of your data at any time; we honor requests within 30 days except for records we are legally required to keep, which are deleted when the legal period ends.

8. Your rights

You may access, correct, export, or request deletion of your personal information by contacting us. California residents may exercise rights under the CCPA; we do not sell or share personal information as defined by that law, and we do not discriminate for exercising rights.

9. Cookies

We use only cookies necessary to operate the service: authentication session cookies (Clerk) and a signed device cookie for two-step verification ("remember this device"). We do not use advertising or cross-site tracking cookies.

10. Children

LedgerFit is a business tool and is not directed to individuals under 18. We do not knowingly collect data from children.

11. Changes and contact

We will post any changes to this policy on this page with an updated date. Contact: JR Management Assistant LLC, Kingwood, Texas. info@jr-managementasst.com