• Account information — your email address, phone number (if provided), password (stored in hashed form), and firm or agency details for accountant accounts.
• Financial documents and extracted data — the documents you upload or email to the Service (such as rent statements, bank statements, broker reports and fund documents) and the information extracted from them, which may include names, addresses, account numbers and transaction details.
• Billing information — your subscription plan and payment history. Card details are collected and held by our payment processor (Stripe); we do not store full card numbers.
• Usage and technical information — log data, device and browser information, and in-app activity, including session analytics used to improve the product.
• Communications — messages you send us through the contact form or support channels.

• Directly from you, when you create an account, upload documents or contact us.
• By email, when you or your providers forward documents to your Sourcery inbound address.
• From your accountant or agency, where they set up or manage a portfolio on your behalf and invite you to it.
• Automatically, through cookies and similar technologies when you use the site.

• To provide the Service — processing your documents, extracting data, preparing draft accounting records and reports.
• To operate your account, process payments and send service communications (such as processing updates and billing notices).
• To provide support and respond to enquiries.
• To secure, maintain, troubleshoot and improve the Service.
• To comply with our legal obligations.

We do not sell personal information. We disclose it only:

• to service providers who help us run the Service — cloud hosting and storage, database services, AI document-processing providers, payment processing (Stripe), and email delivery — under arrangements that restrict their use of your information to providing those services to us;
• to your linked accountant, agency or portfolio members, in line with the sharing settings of your account;
• where required or authorised by law, or to protect our rights, users or the public.

Your data is hosted with cloud providers using Australian regions where practicable. Some processing — in particular AI-based document extraction — may be performed by providers whose infrastructure is located overseas. Where personal information is disclosed to overseas recipients, we take reasonable steps to ensure it is handled consistently with the APPs. Your documents are not used to train third-party AI models.

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. These include encryption in transit and at rest, role-based access controls, optional multi-factor authentication, and security monitoring. No system is completely secure, and you should also protect your own credentials.

We retain personal information while your account is active and for as long as needed for the purposes described above or as required by law (for example, financial record-keeping obligations). When you close your account, or on request, we delete or de-identify personal information we are not required to retain, within a reasonable period.

You may request access to, or correction of, the personal information we hold about you by contacting us via the Contact page. We will respond within a reasonable period. Most account and portfolio data can also be viewed and corrected directly in the Service.

We use cookies and similar technologies to keep you signed in and to understand how the Service is used, including session analytics tooling. You can control cookies through your browser settings, though some features of the Service require them.

If you believe we have breached the APPs or mishandled your personal information, please contact us first via the Contact page and we will investigate and respond. If you are not satisfied with our response, you can complain to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

We may update this Privacy Policy from time to time. The current version will always be available on this page, with its "last updated" date shown above. For material changes we will notify you by email or in-app notice.

Privacy questions and requests can be sent to Resourcery Pty Ltd via the Contact page on this site.