Amolfi collects information directly from you, automatically through your use of the platform, and from third parties when you or your workspace authorize an integration.
1.1 Account, authentication, and profile information
When you create or use an Amolfi account, we collect information such as name, email address, authentication identifiers, sign-in provider details, organization membership, role, profile settings, and workspace preferences. Authentication currently uses Firebase Authentication and may support Google Sign-In or other sign-in methods.
1.2 Workspace and operations data
We collect the information you and your users create, import, sync, upload, or receive in a workspace. This can include clients, contacts, leads, projects, tasks, forms, intake responses, finance records, quotes, invoices, budgets, retainers, receipts, connected-account metadata, knowledge documents, files, approvals, contracts, calendar records, email records, social planning data, automations, AI conversations, audit logs, and public client-surface submissions.
1.3 AI prompts, outputs, and tool context
When you use AI-assisted features, Amolfi may process prompts, outputs, workspace context, selected records, tool results, citations, review decisions, and related metadata. AI features may use providers such as Anthropic, OpenAI, or AWS AI services depending on the feature. We process this information to provide AI assistance, maintain safety controls, create work receipts, debug errors, and improve product quality.
1.4 Financial and bank data through Plaid
When you connect a bank or financial account through Plaid, Amolfi receives the information you authorize Plaid to share for the enabled financial workflows. Depending on the connection and feature, this may include institution metadata, account names, masked account numbers, account type, balances, transactions, transaction metadata, connection status, and consent or revocation records. Amolfi does not receive or store your bank login credentials.
1.5 Payment, billing, and metered-usage data
We use Stripe for Amolfi's own subscription billing, for members and add-ons, and for Crown purchases. You enter card details on Stripe's own pages, not Amolfi's, and Amolfi never receives or stores a full card number or CVV code. Amolfi may receive billing contact details, customer identifiers, subscription status, invoice metadata, payment status, plan information, tax information, card brand, and last four digits. Amolfi does not currently provide Stripe Connect or process payments on invoices issued from customer workspaces.
Stripe also gives Amolfi a fingerprint of the card — an identifier that stands for the card without being the card number. Amolfi uses it for one purpose only: stopping the same card from taking repeated trials or from working around purchase limits. For the same purpose, and no other, Amolfi derives a normalized form of your email address so that one trial and one pre-purchase workspace can be counted per person. Neither is used for marketing, profiling, or advertising.
Amolfi records the metered usage a workspace is billed on: the work it runs, how much storage it holds, and the size of the files you download or share, which is counted against your plan's monthly download amount. Plan usage itself is measured in a weekly window, and Amolfi records when that window started for your workspace. Metering records the size, time, and workspace of a transfer, not the contents of the file.
Where Amolfi gives a workspace a promotional usage reset, it keeps a record of it as part of the billing history: which workspace it was for, who gave it and who used it, the reason written with it, when it expires, and whether it was used, revoked or left to expire. A reset addressed to a workspace is addressed by the owner's email address or by the workspace's identifier, and the reason is written by Amolfi rather than collected from you.
1.6 Optional integrations
If your workspace uses an available third-party connection, we process the information required for that workflow. Currently available workflows use Plaid for bank connections, BoldSign for document signing, and Ayrshare with supported social platforms for social publishing. QuickBooks and Xero are supported through manual CSV exports rather than live connected accounts. Other services process workspace data only when a specific connection is enabled for your workspace, and availability may change as integrations are added or retired.
1.7 Website, device, and usage information
We collect technical and usage information such as IP address, browser type, device type, operating system, approximate region, referring page, pages and features used, timestamps, event logs, error reports, performance information, and security signals. We use this information to operate, secure, debug, measure, and improve Amolfi.
1.8 Communications and support
If you contact Amolfi, submit a form, request support, join a waitlist, schedule a call, respond to an email, or otherwise communicate with us, we collect your contact details and the content of that communication. If you opt into product or marketing updates, we retain the information needed to send and manage those communications until you unsubscribe or request deletion.
1.9 Text messaging
When you opt in to the Amolfi text messaging program, we use your mobile number to send phone verification codes, customer-care replies, and workspace messages you request. Message frequency varies. Message and data rates may apply. Consent to text messaging is optional and is not a condition of purchase. Reply HELP for help or STOP to opt out. You can also contact support@amolfi.com for help.
Mobile information and opt-in consent are not shared with third parties or affiliates for marketing or promotional purposes. Service providers may process this information only to deliver and support the messaging service.