Last updated: March 18, 2026
DealAgent ("we," "us," "our") operates the web application at dealagent.app. We provide automated bill tracking, savings analysis, expense categorization, and tax estimation tools for individuals and small businesses.
When you create an account, we collect your name, email address, and (if applicable) a hashed version of your password. If you sign up via Google or Microsoft OAuth, we receive your name and email from the provider. We never receive or store your Google or Microsoft passwords.
If you connect a bank account, we use Plaid Inc. to securely access your transaction data. We never receive, see, or store your bank login credentials — Plaid handles all authentication directly. We receive and store: transaction amounts, merchant names, dates, and categories. This data is used to categorize expenses, detect recurring bills, estimate tax deductions, and identify savings opportunities. You can disconnect your bank account at any time, which deletes all associated transaction data from our system.
By connecting your bank, you also agree to Plaid's End User Privacy Policy.
If you subscribe to DealAgent Pro, payments are processed entirely by Stripe Inc. We never receive, process, or store your credit card number, bank account number, or other payment credentials. We only receive confirmation of payment status from Stripe.
We collect basic usage analytics such as pages visited, features used, and general interaction patterns to improve the product. We do not use third-party tracking pixels or sell usage data to advertisers.
We never sell, rent, license, or trade your personal or financial data to any third party for any purpose.
We take the security of your data seriously:
We use the following third-party services, each governed by their own privacy policies:
You have the following rights regarding your data:
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA). You have the right to know what personal information we collect, to request deletion of your personal information, and to opt-out of the sale of your personal information. We do not sell your personal information. To exercise your rights, use the "Delete Account" option in Settings or contact us at privacy@dealagent.app.
If you are in the European Economic Area, you have rights under the General Data Protection Regulation including the right to access, rectification, erasure, data portability, and the right to object to processing. Our legal basis for processing your data is your consent (which you provide when connecting accounts) and legitimate interest (providing the service you signed up for). Contact us at privacy@dealagent.app to exercise these rights.
We retain your account data and transaction history for as long as your account is active. When you delete your account, we permanently delete all associated data within 30 days, including transaction records, bill data, connected account tokens, and AI chat history. Anonymized, aggregated analytics data (not tied to your identity) may be retained for product improvement.
In the unlikely event of a data breach that affects your personal or financial information, we will notify you via email within 72 hours of discovering the breach. We will also notify relevant regulatory authorities as required by applicable law.
DealAgent is not intended for use by anyone under the age of 18. We do not knowingly collect personal information from minors. If we learn that we have collected data from a user under 18, we will delete that account and data promptly.
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by posting a notice on the app. Your continued use of DealAgent after changes take effect constitutes acceptance of the updated policy.
For questions, concerns, or requests related to your privacy, contact us at: