Effective 27 September 2026
Bloom Capital, 970 W Broadway STE E 434, Jackson, WY 83001, operates Allen Family CFO (the “App”). Contact: zallen99@gmail.com. The App is private and invite-only. It is used by two named household users.
We collect the account information you provide to sign in (email, passkey credentials via Amazon Cognito, and a phone number for SMS login codes). If you connect institutions, the App receives read-only financial data through Intuit QuickBooks Online (OAuth) and Plaid. That can include balances, transactions, and bookkeeping records you authorize. The App never moves money and never writes to QuickBooks.
We use this information only to operate the App for the household: authenticate you, display and analyze connected records, and send SMS login codes. We do not sell data. We do not use it for advertising.
We share data only with service providers needed to run the App: Amazon Web Services (hosting and storage), Intuit (QuickBooks Online, if you connect it), Plaid (bank connections you authorize), Twilio (SMS login codes), and xAI (optional AI analysis, under a zero data-retention arrangement). We do not share data with advertisers or data brokers.
Data is stored encrypted on AWS in the United States (region us-west-2). We take reasonable administrative and technical measures to protect it. We do not claim SOC 2 or any other formal certification.
You can disconnect QuickBooks or Plaid at any time in Settings. That stops new reads from that connection. To request deletion of App data, email zallen99@gmail.com from your household account address. We will delete stored App data associated with your use, except records we must keep for a limited time to meet a legal obligation or complete a deletion already in progress.
The App uses first-party operational analytics and session cookies required to keep you signed in. There are no advertising trackers and no third-party advertising cookies.
If this policy changes, we will update the effective date on this page. Continued use of the App after an update means you accept the revised policy.