Privacy Policy

1. Information We Collect

1.1 Anonymous Usage

Open Success Convert may allow certain limited features to be used without account registration.

Anonymous users may upload and process documents without creating an account. Such uploads are processed temporarily and are not intended for long-term storage, persistent access, or account history functionality.

Limited technical, operational, and security-related logs may still be generated for platform functionality, fraud prevention, abuse detection, and security purposes.

1.2 Account Information

When you create a registered account, subscribe to a paid plan, or contact us, we may collect:

Email address
Country or region information
Account login and authentication information
Subscription status and related billing records
Limited account configuration and export preference settings

Payment information may be processed securely by trusted third-party payment providers. Open Success Convert does not directly store full payment card details.

1.3 Uploaded Documents

Users may upload financial and accounting-related documents including:

Bank statements
Credit card statements
Invoices
Receipts
Bills
Other supported document formats

These documents may contain sensitive personal, financial, business, and transaction information.

Users are responsible for ensuring they have the necessary rights and permissions to upload documents to the Services. Where appropriate, users may choose to redact or remove sensitive personal information before uploading documents.

1.4 Extracted and Generated Data

As part of providing the Services, we may process and temporarily store:

Extracted transaction records
Structured financial and transaction data
Verification and validation results
User corrections and adjustments
Export files and generated outputs
Conversion and processing history
Processing usage metrics and page usage counts

This information is processed solely for providing, operating, securing, and improving the Services.

1.5 Technical and Usage Information

We may automatically collect limited technical and usage-related information including:

IP address
Browser type and version
Device information
Operating system
Access timestamps
Usage and activity logs
Session and authentication identifiers
Diagnostic, security, and performance data

We may also use cookies and similar technologies to maintain platform functionality, improve user experience, support security measures, and analyse service performance.

2. How We Use Information

We use information to:

Provide, operate, and maintain the Services
Process uploaded financial documents
Extract, structure, verify, and convert financial data
Perform automated verification and validation checks
Generate accounting-compatible exports and outputs
Improve platform performance, accuracy, reliability, and security
Manage subscriptions, usage limits, and billing
Detect fraud, abuse, unauthorised access, or security incidents
Respond to customer support enquiries and service requests
Comply with legal, regulatory, and compliance obligations
Send account, authentication, service, security, support and legal communications
Communicate important product, service, feature and platform updates
Request feedback, invite users to participate in research, or ask users about their experience with the Services
Manage communication preferences and unsubscribe requests

We process information solely for legitimate operational and business purposes related to delivering, securing, maintaining, and improving the Services.

3. AI and Automated Processing

Open Success Convert uses AI-assisted automated processing technologies, including multimodal AI models with embedded document understanding capabilities, to analyse, extract, structure, verify, and convert information from uploaded financial documents.

Our Commitments

Open Success Convert does not use uploaded documents, extracted financial data or generated outputs to train public, shared or third-party AI models.
We do NOT sell uploaded financial documents or extracted financial data.
Uploaded content is processed solely for the purpose of delivering the Services requested by the user.
We aim to minimise human access to uploaded documents wherever reasonably practicable.
We aim to process uploaded documents using automated systems wherever operationally feasible.

Certain processing activities may involve trusted cloud, AI, infrastructure, analytics, security, or technology service providers acting under appropriate confidentiality, privacy, and security obligations.

4. Data Ownership

Users retain ownership of all uploaded documents, extracted data, and related information (“User Data”).

Open Success Convert acts solely as a service provider and processor of User Data for the purpose of providing and operating the Services.

Except as expressly stated in this Privacy Policy or otherwise agreed in writing, nothing in the Services or this Privacy Policy transfers ownership rights in User Data to Open Success Convert.

5. Data Retention

Open Success Convert is designed primarily as a temporary financial document processing and conversion service rather than a long-term document storage platform.

5.1 Anonymous Users

For anonymous users, uploaded documents and generated outputs are processed temporarily and are generally not retained after processing is completed.

Limited operational, technical, and security-related logs may still be retained where reasonably necessary for platform functionality, fraud prevention, abuse detection, and security purposes.

5.2 Registered Users

For registered users, uploaded documents, extracted data, generated exports, and related processing records may be generally retained for up to 3 days after processing in order to support:

Access to recent conversions and exports
User review and correction workflows
Platform operations and reliability
Customer support requests
Billing and usage verification
Fraud prevention and security monitoring

Registered users may delete individual statements or multiple statements from the workspace before the automatic retention period expires.

After the applicable retention period, documents and related data are generally deleted or no longer accessible through the Services.

5.3 Operational and Technical Logs

Limited operational, technical, billing, usage, and security-related logs may be retained for longer periods where reasonably necessary to:

Maintain platform security and integrity
Detect fraud, abuse, or unauthorised activity
Support billing and usage verification
Diagnose technical issues
Comply with legal, regulatory, or compliance obligations

Such logs are generally limited in scope and are not intended to function as long-term document storage.

6. Verification and User Responsibility

Open Success Convert provides automated extraction, verification, and conversion tools designed to assist users in processing financial documents and generating accounting-ready data.

Users remain solely responsible for reviewing, validating, and approving all extracted, corrected, exported, or generated data before relying on it for:

Accounting
Bookkeeping
Tax reporting
Financial reporting
Regulatory or compliance purposes
Business or financial decision-making

While we aim to provide accurate and reliable extraction and verification functionality, Open Success Convert does not guarantee that outputs will always be error-free, complete, accurate, or suitable for any specific purpose.

Users should independently review and validate all outputs before use in accounting, financial, legal, tax, or compliance workflows.

6A. No Professional Advice

Open Success Convert provides software tools and automated document processing functionality only.

The Services do not constitute accounting, taxation, financial, legal, audit, or professional advice.

Users should obtain independent professional advice where appropriate and remain responsible for reviewing and validating all outputs before relying on them for accounting, financial, tax, compliance, or business purposes.

7. Disclosure of Information

We do not sell, rent, or trade personal information, uploaded financial documents, or extracted financial data.

We may disclose information to trusted third-party service providers involved in operating and supporting the Services, including:

Cloud hosting and infrastructure providers
Data storage and processing providers
Payment processors and billing providers
Analytics, monitoring, and security providers
AI and technology service providers
Customer support and communication providers
Professional advisers, auditors, or insurers
Regulatory authorities, law enforcement agencies, courts, or government bodies where required by law or legal process

Third-party providers are required to handle information in accordance with applicable confidentiality, privacy, security, and legal obligations.

8. International Data Transfers

As a cloud-based platform, information may be processed, transmitted, or stored in countries outside your country or jurisdiction of residence, including countries where our infrastructure, cloud, AI, security, analytics, or service providers operate.

Where reasonably required, we take steps designed to ensure that transferred information is handled in accordance with applicable privacy, confidentiality, and data protection obligations.

By accessing or using the Services, you acknowledge that international data transfers may occur as part of operating and delivering the Services.

9. Security

We implement reasonable technical, organisational, and administrative safeguards appropriate to the nature and sensitivity of the information processed through the Services.

Such safeguards may include:

Encryption of data in transit and at rest
Secure cloud and infrastructure deployment practices
Authentication and access control mechanisms
Role-based access permissions
Monitoring, logging, and security detection systems
Security review, maintenance, and operational procedures

Access to information is restricted to authorised personnel and service providers on a need-to-know basis and subject to appropriate confidentiality obligations.

While we take reasonable steps designed to protect information, no internet transmission, cloud environment, or electronic storage system can be guaranteed to be completely secure or error-free.

9A. Service Availability

While we aim to provide reliable and uninterrupted Services, Open Success Convert does not guarantee continuous availability, uninterrupted access, or error-free operation of the Services.

The Services may be affected by maintenance, updates, third-party service interruptions, infrastructure failures, or events outside our reasonable control.

10. Cookies and Analytics

Open Success Convert may use cookies, session technologies, and similar tools to:

Maintain and operate platform functionality
Support authentication and account sessions
Remember user preferences and configuration settings
Improve user experience and service performance
Analyse platform usage, reliability, and operational performance
Support security, fraud prevention, and abuse detection

Users may disable or restrict cookies through browser or device settings. However, certain features or functionality of the Services may not operate properly without cookies or similar technologies enabled.

10A. Communications

We may send communications relating to your use of the Services, including account notifications, authentication messages, service notifications, security alerts, support responses, legal notices, product and service updates, and feedback or research requests.

Some communications are necessary to operate, secure, maintain or support the Services and may not be optional. These include account authentication messages, security alerts, service-related notifications and legal notices.

Product and service updates, feedback requests and research invitations may be sent to registered users where reasonably related to the Services. You may unsubscribe from these non-essential communications or manage your communication preferences where available.

Marketing, promotional, referral or sales communications will only be sent where permitted by law and, where required, with appropriate consent. You may unsubscribe from marketing communications at any time.

11. Your Rights

Depending on your location and applicable law, you may have rights to:

Access personal information we hold about you
Correct or update inaccurate information
Request deletion of personal information
Withdraw consent where processing is based on consent
Object to or restrict certain processing activities
Request export or transfer of your information, where applicable

We may take reasonable steps to verify the identity of individuals submitting privacy-related requests.

Requests relating to privacy or personal information may be submitted using the contact details provided below.

12. Third-Party Services and Integrations

The Services may support integrations, exports, or connections with third-party accounting, financial, cloud, or business platforms, including Xero, QuickBooks, and other providers.

Where users choose to use third-party services or integrations, certain information may be transferred to or processed by those third-party providers in accordance with the user’s instructions and the functionality of the Services.

Your use of third-party platforms and services is governed by the terms, privacy policies, and security practices of those third-party providers.

Open Success Convert is not responsible for the availability, content, privacy practices, security, or operations of third-party platforms or services.

13. Children’s Privacy

The Services are not intended for individuals under 18 years of age.

We do not knowingly collect personal information from children or individuals under the age of 18. If we become aware that personal information has been collected from a child without appropriate authorisation or legal basis, we will take reasonable steps to delete such information as soon as reasonably practicable.

If you believe that a child may have provided personal information through the Services, please contact us using the details provided below.

14. Changes to This Privacy Policy

We may update or modify this Privacy Policy from time to time to reflect changes in the Services, legal requirements, operational practices, or technology developments.

Updated versions will be published on our website with the revised effective date.

Where material changes are made, we may take reasonable steps to notify users through the Services, email notifications, or other appropriate communication methods.

Continued use of the Services after an updated Privacy Policy becomes effective constitutes acknowledgement of the revised Privacy Policy.

15. Contact Us

Open Success AI Pty Ltd

ABN 72 696 003 951 Trading as Open Success Convert

Email: [email protected] Website: https://www.opensuccessconvert.com

If you have questions, requests, or complaints regarding this Privacy Policy or our privacy practices, please contact us using the details above.

If you are located in Australia and are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC)

https://www.oaic.gov.au/

Users may also have rights under applicable privacy and data protection laws in their jurisdiction.

This Privacy Policy is governed by the laws of New South Wales, Australia, unless otherwise required by applicable law.