Privacy Policy

1. Scope

This policy explains how PlanCadence LLC (“Cadence,” “we”) handles personal information in connection with the Cadence service. Business data your organization uploads (“Customer Data”) is processed on your behalf under our Terms of Service; where we process personal information contained in Customer Data, we act as a processor for your organization.

2. Information we collect

• Account information. Name, email, organization name, role, and authentication data when you sign up or are invited.
• Customer Data. The sales history, inventory, vendor terms, and related planning data you or your integrations submit.
• Payment information. Handled by our payment processor (Stripe). We do not receive or store full card numbers — we keep billing status, plan, and limited identifiers needed to manage your subscription.
• Usage and log data. Actions in the app, device and browser information, IP address, and timestamps used for security, debugging, and improving the service.
• Cookies. Essential cookies that keep you signed in and secure the session. We do not use them for third-party advertising.

3. How we use information

• to provide, maintain, and secure the service;
• to run forecasts, recommendations, and other features you request;
• to process payments and manage subscriptions;
• to send transactional and service messages (and, where permitted, product updates you can opt out of);
• to detect, prevent, and respond to fraud, abuse, and security incidents; and
• to comply with legal obligations and enforce our Terms.

Where required by law (for example, in the EEA/UK), we rely on legal bases including performance of a contract, our legitimate interests in operating and securing the service, your consent where applicable, and compliance with legal obligations.

4. AI features

Some optional features use AI providers to process the specific content you submit to them (for example, the “Ask CADE” assistant). Data is sent only for the feature you invoke and is not used by us to train third-party public models. Your organization can control whether cost and vendor details are included in AI requests in its settings. If you do not use these features, this processing does not occur.

5. How we share information

We do not sell personal information. We share it with service providers who process it on our behalf under contract, and only as needed to run Cadence:

We may also disclose information to comply with law or valid legal process, to protect rights and safety, and in connection with a merger, acquisition, or sale of assets (with notice where required).

6. Data retention

We keep personal information for as long as your account is active and as needed to provide the service, then for a limited period as required for legal, tax, security, or dispute-resolution purposes. After account termination we make Customer Data available for export for a reasonable period and then delete or de-identify it, unless a longer period is legally required.

7. Security

We use technical and organizational measures to protect information, including tenant isolation, encryption in transit and at rest, and least-privilege access. No system is perfectly secure, but you can read about the controls we run today on our Security page.

8. International transfers

We are based in, and store customer data in, the United States. If you access Cadence from outside the United States, you understand your information may be processed there. Where required, we use appropriate safeguards for cross-border transfers.

9. Your rights

Depending on where you live, you may have rights to access, correct, delete, or port your personal information, to object to or restrict certain processing, and to withdraw consent. California residents have rights under the CCPA/CPRA, including the right not to be discriminated against for exercising them; because we do not sell or share personal information for cross-context behavioral advertising, there is no such activity to opt out of. To exercise a right, contact us at info@plancadence.com. If your data was provided to us by an organization using Cadence, we may direct your request to that organization.

10. Children

Cadence is a business tool not directed to children, and we do not knowingly collect personal information from anyone under 18.

11. Changes to this policy

We may update this policy from time to time. If we make material changes we will provide reasonable notice, for example by email or an in-app notice, and update the date below.

12. Contact

Questions or requests? Contact PlanCadence LLC at info@plancadence.com.