Privacy Policy

Last updated: June 1, 2026

Praetonis (“Praetonis,” “we,” “us”) provides AI workflow automation and consulting to bookkeeping, accounting, and fractional-CFO firms. We designed the service around a simple principle: your data is yours, the AI only flags, and a human verifies and signs. This policy explains what we collect, how we handle documents, and the choices you have.

Information we collect

• Contact details you provide — name, firm, email, and phone number when you book a call, request the audit, or email us.
• Documents and data you share during a demo or engagement — for example W-2s, statements, or workpapers you choose to process. See “How we handle documents” below.
• Basic technical data — standard server/analytics information (such as approximate location and device/browser type) used to operate and secure the site.

How we handle documents

• Processed in memory, not stored. Documents submitted to our tools are processed transiently and are not retained after processing.
• Zero-retention AI routing. AI runs on zero-retention model routing — providers are configured not to retain or train on your inputs.
• Human in the loop. The AI flags confidence and missing fields; a person verifies the figures, and you sign. Nothing is treated as final on the model's say-so.
• No sale of data. We do not sell or rent your data, and we do not use your client documents to train models.

How we use information

We use the information above to respond to inquiries, deliver the audit and any agreed automation work, operate and secure the site, and meet legal obligations. During a paid engagement, additional handling is governed by the agreement we sign with you, which controls if it conflicts with this policy.

Sharing

We share information only with service providers needed to run the service (for example, hosting and zero-retention AI routing), under confidentiality obligations, and when required by law. We do not share your client documents with third parties for their own purposes.

Data retention

Submitted documents are not stored after processing. Contact and engagement records are kept only as long as needed to provide the service and meet legal and accounting obligations, then deleted or anonymized.

Your choices

You may ask us to access, correct, or delete the personal information we hold about you, and you may opt out of non-essential communications at any time. To make a request, email tray.branch@praetonis.com.

Contact

Praetonis · Tray Branch · tray.branch@praetonis.com · (408) 462-1748