At Projection Genie Inc. (referred to as “Projection Genie”, “us” or “we”, and which includes our affiliated companies and subsidiaries), we respect your privacy. We have developed and provided this Privacy Policy to inform you (the “User”) of our practices and policies regarding the collection, use, maintenance, and disclosure of your personal data and information that is collected during your access to and use of any of the following (collectively, the “Services”): the https://www.projectiongenie.com website and any other Projection Genie websites (“Website”), and any services, including any Projection Genie software (collectively, the “Software”) that may include a link to this policy. The applicable Projection Genie Customer Agreement (located at https://www.projectiongenie.com/legal/customer-agreement) otherwise governs your use of all Projection Genie software.
We are committed to providing you with the information you need to make an informed decision whether to visit our web site, or use any of the other Services, and whether you wish to voluntarily provide any personal data or information. If you have any questions about this Privacy Policy, we encourage you to please email us at info@projectiongenie.com.
WE ENCOURAGE YOU TO READ THIS PRIVACY POLICY CAREFULLY. BY ACCESSING AND/OR USING THE PROJECTION GENIE WEBSITE OR SOFTWARE OR ANY SERVICES, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTAND, AND AGREE TO BE BOUND TO ALL THE TERMS OF THIS PRIVACY POLICY AND THE PROJECTION GENIE TERMS AND CONDITIONS. IF YOU DO NOT AGREE TO THESE TERMS, PLEASE EXIT THIS PAGE AND DO NOT ACCESS OR USE ANY OF THE SOFTWARE AND SERVICES.
1. What Types of Information Does Projection Genie Collect?
We collect two types of information about Users of our Website, Software, and the other Services: Personally Identifiable Information and Non-Personally Identifiable Information.
“Personally Identifiable Information” or “PII” is information that identifies a specific User. When you voluntarily engage in certain activities on the Website or Software or using the other Services such as creating an account, purchasing or ordering a service or product, installing or activating Software, using the Software to access or use a Service, submitting information about yourself, submitting, posting and/or publishing prototypes or other content to the Services including via the Software, completing a survey, sending feedback, communicating with us via third party social media sites, requesting information or support, signing up for special offers or applying for a job, you may provide or be asked to provide certain information about yourself. In doing so, you may provide us with certain personal information about yourself, such as your full name, mailing address, email address, telephone numbers, passwords, password hints, age, gender, geographic location, etc.
If you purchase paid Services, payment and billing information may be collected and processed by our third-party payment processor. Projection Genie may receive limited information related to the transaction, such as billing contact information, payment status, subscription information, and limited payment-method information, but does not receive or store complete payment card numbers or card verification codes where payment information is collected directly by our payment processor. If some of the information requested is required to be provided to engage in the activity, and you do not wish to provide that information, then you will not be permitted to engage in that activity. In certain cases, Non-PII may be correlated to a particular User (as discussed below) in which such information would be treated as PII.
In some cases another user (such as a system administrator) may create an account on your behalf and may provide your information, including PII (most commonly when your company or institution requests that you use our products). We collect PII information under the direction of our customers and often have no direct relationship with the individuals whose personal data we process. If you are an employee or student of one of our customers and would no longer like us to process your information, please contact your employer or institution.
Projection Genie also uses certain “Service Providers” who will receive PII in connection with the provision of services to Projection Genie – the “Service Providers” are third party providers of goods or services to us and who may perform functions on our behalf, like providing cloud services, providing analytics services, collecting payments, managing forums and blogs and sending emails and other communications. These Service Providers may also collect and receive certain PII data described above in connection with their provisions of such services but may not use PII for their own purposes.
Projection Genie may obtain PII from third parties and combine that with information we collect through the Services. For example, we may have access to certain PII from a third party social media or authentication service if you log into our Services or that service or otherwise provide us with access to information from that service, including when we offer media features such as the Twitter “tweet” button. Any access that we may have to such PII from third-party social media or authentication service is in accordance with the authorization procedures determined by that service. By authorizing us to connect with a third party service, you authorize us to access, use and share your PII. You should check your privacy settings on these third party services to understand and change the information sent to us through these services.
We may also collect information from third-party services that you choose to connect to the Services, including accounting, billing, payment, and other business systems. Depending on the service you connect, this information may include financial statements, account balances, transaction data, invoices, subscriptions, customer or customer identifiers, products and pricing, payment status, currency information, and other related business or financial information (“Connected Account Data”). We access Connected Account Data through the permissions and authorization you provide when connecting the applicable third-party service and use that information as described in this Privacy Policy.
“Non-Personally Identifiable Information” or “Non-PII” is information that does not identify a specific User. This type of information may include things like the identity of the websites you visit before and after coming to our Website, the Software (and features) that you are using and other software and hardware used, your Internet Protocol (“IP”) address, your country or geography, and aggregate purchase data.
When Users install, activate and/or use the Software, a feature sends information about the technical operation and the licensing of the Software and information about the User’s operating system and other software and hardware, and it communicates with Projection Genie servers for license authentication and technical issue identification and resolution purposes, as well as to check for updates, patches, and compatibility. All of the foregoing described information collected does not in and of itself identify a particular User but may be combined with other information to possibly correlate to determine a User’s identity; if the information is so correlated and does actually identify a User as a result, then the information would thereafter be considered as PII.
Projection Genie and our Service Providers may also automatically collect Non-PII through the use of electronic tools like Cookies and Web beacons, or Pixel tags discussed below. For example, we currently use Google Analytics as an analytics provider. To learn more about the privacy policy of Google Analytics, refer to Google’s “Policies and Principles”. Use the Google Analytics Opt-out Browser Add-on to prevent analytics information from being sent to Google Analytics.
2. How long do we retain your information?
We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including satisfying legal, accounting, or regulatory requirements. Specific retention periods vary based on the type of data and the purpose for which it was collected. We regularly review the data we hold and delete or anonymize personal data that is no longer needed.
When you disconnect a third-party integration, Projection Genie will stop collecting new information through that connection. Retention and deletion of information previously obtained through a connected service may vary based on the applicable integration, the reason for disconnection, and any applicable legal or contractual requirements.
If you disconnect Stripe directly through RunSmart, synchronization stops immediately and Stripe data stored by RunSmart is deleted from active systems. If the Stripe connection is revoked, removed, or otherwise terminated outside of RunSmart, synchronization stops and previously synced Stripe data may be retained for up to 45 days to support reconnection and account continuity, after which it is deleted from active systems. You may request earlier deletion of your Stripe data at any time. Residual copies may remain temporarily in backup systems in accordance with our standard backup retention and deletion processes, unless longer retention is required by law.
3. Third-Party Integrations, Data Sources, and Connected Services
Projection Genie allows Users to connect certain third-party services to our Services, including accounting, billing, payment, and other business systems. Supported services may include QuickBooks Online, provided by Intuit Inc., Stripe, and other services made available by Projection Genie from time to time. When you choose to connect a third-party service, you authorize Projection Genie to access, retrieve, process, and store information made available through that connection for purposes of providing the Services.
QuickBooks Online. If you connect QuickBooks Online, Projection Genie may access financial and accounting information including income, expenses, account balances, financial statement information, transactions, customers, vendors, and other related accounting information. We use this information to provide financial analysis, forecasting, budgeting, reporting, financial health monitoring, scenario planning, and other functionality available through the Services.
Stripe. If you connect Stripe, Projection Genie may access business and billing information made available through your Stripe account, including subscription, invoice, customer or customer identifier, product and pricing, payment status, revenue, currency, and related billing and transaction information. We use this information to provide subscription metrics, financial analysis, forecasting, scenario planning, reporting, and other functionality available through the Services.
Projection Genie does not sell Connected Account Data. We disclose Connected Account Data only as necessary to provide and support the Services, to service providers acting on our behalf as permitted by applicable agreements and law, when required by law, or when you expressly direct or authorize us to disclose information to another service.
Connected Services and Model Context Protocol. Certain Services may allow you to connect Projection Genie to third-party applications, artificial intelligence systems, assistants, agents, or other services through Model Context Protocol (“MCP”), application programming interfaces (“APIs”), or similar technologies (“Connected Services”). When you enable a Connected Service, you authorize Projection Genie to make information available through that connection to the extent necessary to respond to requests or perform actions initiated or authorized by you or your authorized Users.
Information transmitted to a Connected Service may include financial information, forecasts, scenarios, metrics, reports, project information, or other information available through your Projection Genie account, depending on the request made and the permissions granted to the Connected Service. Projection Genie will not disclose information through a Connected Service unless the connection has been initiated or authorized by you or an authorized User.
Connected Services are provided and operated by independent third parties. Once information is transmitted to a Connected Service at your direction, that third party’s terms of service, privacy policy, security practices, and data retention practices may govern its use of the information. Projection Genie does not control how a third-party Connected Service processes, stores, uses, or retains information after receiving it. Disconnecting a Connected Service from Projection Genie prevents future access through the connection but may not delete information previously received or retained by the third-party provider. Requests concerning information retained by a Connected Service should be directed to the applicable provider.
Your use of QuickBooks Online, Stripe, Connected Services, and other third-party services is also subject to the applicable provider’s own terms and privacy practices. Projection Genie is not responsible for the privacy or data practices of third-party services except for Projection Genie’s own collection, processing, storage, and disclosure of information as described in this Privacy Policy.
4. How Does Projection Genie Use the Information it Collects?
We use PII to provide products and services to you, improve our marketing and promotional efforts, analyze and enhance Website, Software and other Services operation and use, improve product and service offerings, and to otherwise tailor your experience. We may also use PII to contact you, troubleshoot issues, provide marketing and promotional information, enable you to communicate, collaborate and share content, process and complete transactions, resolve disputes, accomplish administrative tasks, enforce our agreements with you (including our Website Terms and Conditions, software licenses and this Privacy Policy), investigate and prevent unauthorized access to Services or Software, fraudulent transactions, and other illegal activities, comply with applicable laws, and cooperate with law enforcement activities.
We use Non-PII to troubleshoot issues, administer and enhance the Website, Software and other Services, analyze usage of our Software, the Website and other Services, gather demographic and other User information, investigate and prevent unauthorized access to Services, fraudulent transactions, and other illegal activities, comply with applicable law, and cooperate with law enforcement activities. We may also post or otherwise publicly disclose Non-PII on the Website or in publicly available materials for promotional and marketing purposes.
We use Connected Account Data to provide the financial planning and analysis functionality available through the Services, including financial analysis, financial health metrics, subscription and business metrics, forecasting, budgeting, scenario modeling, reporting, portfolio analysis, and other related functionality. We may also use Connected Account Data to maintain and support connected integrations, troubleshoot data synchronization, maintain the security and integrity of the Services, and fulfill requests or actions that you authorize through Connected Services.
5. International Data Transfers
If you access our services from outside the United States, please be aware that your information may be transferred to, stored in, and processed in the United States or other countries where our servers or third-party service providers are located. These countries may have data protection laws that are different from those in your jurisdiction. We take steps to ensure appropriate safeguards are in place to protect your data in accordance with this Privacy Policy.
6. How Does Projection Genie Share PII and Non-PII?
We will not share your PII with other parties except as provided below:
We may share PII with Service Providers. We provide certain Services and Software through Service Providers. We may share your PII with such Service Providers to fulfill orders, deliver packages, send postal or email, administer contests or sweepstakes, manage customer lists, analyze data, provide marketing assistance, process credit card and other payments, operate the Website, troubleshoot, and provide customer service. We will also share your information with Service Providers to accomplish our administrative tasks. For example, when you order Software, your credit card information may be provided to a Service Provider to accept payment for the Software and, if applicable, your address is provided to the delivery service to facilitate delivery. We seek Service Providers who adopt and post privacy policies. However, the use of your PII by such parties is governed by the privacy policies of such parties and is not subject to our control.
We may share PII and Non-PII Upon a Merger, Sale, or Bankruptcy. In the event that Projection Genie is acquired by or merged with a third-party entity, we reserve the right, in any of these circumstances, to transfer or assign PII and Non-PII we have collected from our Users as part of such merger, acquisition, sale, or other change of control. Any PII transferred would remain subject to this Privacy Policy. In the unlikely event of our bankruptcy, insolvency, reorganization, receivership, or assignment for the benefit of creditors, or the application of laws or equitable principles affecting creditors’ rights generally, we may not be able to control how your personal information is treated, transferred, or used.
We may share PII and Non-PII to comply with law or for protection of others. We may release PII and/or Non-PII if required to do so by law, or in the good faith belief that such action is necessary to comply with state and federal laws or respond to a court order, subpoena, or search warrant. We also reserve the right to disclose PII and/or Non-PII that we believe, in good faith, is appropriate or necessary to enforce our Terms and Conditions and our Tools and other software licenses, take precautions against liability, to investigate and defend ourselves against any third-party claims or allegations, to assist government enforcement agencies, to protect the security or integrity of Website, Software and other Services, and to protect the rights, property, or personal safety of Projection Genie, our Users or others.
We may share Non-PII with Partners and Service Providers. We may disclose or share Non-PII with marketing or promotional partners (“Partners”). We may also have Service Providers use Non-PII to track and analyze usage and volume statistical information from our Users to administer our Website and Software and constantly improve its quality. We may also publish this information for promotional purposes. This information is only general aggregated information relating to the activities of our Users.
We may also disclose information to a Connected Service when you or an authorized User expressly directs or authorizes us to do so. For example, if you connect an artificial intelligence assistant or other third-party application to Projection Genie through MCP or another supported interface, we may transmit information requested through that connection in order to fulfill your request or perform an authorized action. Such disclosure occurs at your direction and is subject to the applicable Connected Service provider’s own terms and privacy practices after the information is received by that provider.
Projection Genie does not sell your PII or Connected Account Data.
We may publicly share Non-PII. We may disclose or share Non-PII on the Website or in other publicly-available materials for promotional and marketing purposes. For example, we may publicly post Service or Website usage statistics on the Website periodically.
7. How Do I Update My Information and Limit Information Sharing?
At any time and for any reason, you have the ability to access and edit the PII you provide us via the Software. You may also change any of your PII by sending us an email at info@projectiongenie.com. Please provide your full contact information, and what information you would like to update when you contact us.
You should promptly update your PII whenever it changes. You may ask to have the information on your account deleted or removed; however, because we keep track of past transactions, you cannot delete information associated with past transactions on the Website or Software. In addition, it may be impossible for us to completely delete all of your information because we periodically backup and archive information.
You may disconnect supported third-party integrations and Connected Services at any time. Disconnecting an integration stops future collection or transmission of information through that connection, subject to the functionality and technical requirements of the applicable service. Information previously obtained by Projection Genie will be handled in accordance with the retention practices described in this Privacy Policy. Information previously transmitted at your direction to a third-party Connected Service may remain with that provider and is subject to that provider’s deletion and retention practices.
You have the right to understand the following information as to any sharing of your PII with third party Partners for purposes of marketing products and services not offered or provided by Projection Genie: the categories of PII we collect and Partners with whom we share that information; the names and addresses of those Partners; and identification of the types of products and services marketed by those Partners. Please send us a written request and we will promptly respond.
8. Your California Privacy Rights
California Civil Code Section 1798.83 permits Users who are a California resident to request and obtain from Projection Genie once a year, free of charge, information about the PII Projection Genie discloses to third parties for direct marketing purposes in the preceding calendar year. If applicable, this information would include a list of the categories of PII that was shared and the names and addresses of all third parties with which we shared information in the immediately preceding calendar year. If you do not want your name and contact information to be shared with any company or organization, you may notify us at any time by writing to us at the email and or regular mail address below. Please refer to our California Consumer Privacy Act (CCPA) page for more information about your rights and how to exercise them.
9. Privacy Rights for Residents of the European Economic Area (EEA) and United Kingdom
If you are located in the EEA or the United Kingdom, you have specific rights under the General Data Protection Regulation (GDPR), including:
- The right to access and obtain a copy of your personal data
- The right to correct or update inaccurate data
- The right to request deletion of your data
- The right to restrict or object to certain processing
- The right to data portability
- The right to withdraw consent at any time (where applicable)
We process your personal data under the following legal bases:
- Consent – when you voluntarily provide information or opt into communications
- Contractual necessity – to provide services you’ve signed up for
- Legal obligations – for compliance with tax, accounting, or regulatory requirements
- Legitimate interests – for purposes like improving our services, maintaining security, and preventing fraud, as long as your rights are not overridden
For more information about how we comply with GDPR and how to exercise your rights, please visit our GDPR page.
10. What Are My Choices As To Collection and Use of Information?
As discussed above, you can always choose not to voluntarily provide information, although it may be required to engage in a certain activity on the Website or Software or use of certain other Services, and you may limit our sharing of your PII with Partners for their marketing purposes. You also have the right to edit the PII you provide us.
As a condition of use of certain of our Services, we will send you Administrative and Promotional emails. We will send you information regarding your account activity and purchases as well as updates about our products and promotional offers. You cannot opt-out of Administrative Emails. “Administrative Emails” relate to a User’s activity on the Website, Software or other Services, and include emails regarding a particular User’s account, requests or inquiries, and purchases of products or Services. In contrast to Administrative Emails, however, you do have a choice with respect to Promotional Emails. Promotional Emails advertise our products and services, including exclusive sales and other offers. If you do not want to receive Promotional Emails from us, you may elect to opt-out of receiving Promotional Emails at any time after registering by e-mailing us at info@projectiongenie.com or by hitting the “unsubscribe” button at the bottom of any of our e-mails. When contacting us, please indicate your name, address, email address, and what Promotional Emails you do not want to receive.
11. What About Information Security?
Projection Genie uses commercially reasonable physical, managerial, and technical safeguards to preserve the integrity and security of PII and Non-PII. We cannot, however, ensure or warrant the security of any information transmitted to Projection Genie and you do so at your own risk. Once we receive a transmission of information, Projection Genie makes commercially reasonable efforts to ensure the security of our systems. However, please note this is not a guarantee that such information may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or managerial safeguards.
If Projection Genie learns of a security systems breach, then Projection Genie may attempt to notify you electronically so that you can take appropriate protective steps. Projection Genie may post a notice on the Website, Software or via the other Services if a security breach occurs. Depending on where you live, you may have a legal right to receive notice of a security breach in writing. To receive a free written notice of a security breach (or to withdraw your consent from receiving electronic notice) you should notify us via email.
For third-party integrations, Projection Genie uses authentication and authorization mechanisms provided or supported by the applicable third-party service. Access credentials and authorization tokens maintained by Projection Genie are stored and protected using technical and organizational safeguards designed to prevent unauthorized access or use.
12. Does Projection Genie Track Other Data?
To facilitate and customize your experience with the Website and other Services, we store cookies on your computer. A cookie is a small text file that is stored on a User’s computer for record-keeping purposes which contains information about that User. We use cookies to save you time while using the Website, remind us who you are, and track and target User interests in order to provide a customized experience. Cookies also allow us to collect Non-PII from you, like which pages you visited and what links you clicked on. Use of this information helps us to create a more user-friendly experience for all visitors. Most browsers automatically accept cookies, but you may be able to modify your browser settings to decline cookies. Please note that if you decline or delete these cookies, some parts of the Website may not work properly.
We may use other industry standard technologies like pixel tags and web beacons to track your use of our Website pages, or we may allow our Third Party Service Providers to use these devices on our behalf. Pixel tags and web beacons are tiny graphic images placed on certain pages on our Website, or in our emails that allow us to determine whether you have performed a specific action. When you access these pages or open or click an email, pixel tags and web beacons generate a Non-Personally Identifiable notice of that action. Pixel tags allow us to measure and improve our understanding of visitor traffic and behavior on our Website, as well as give us a way to measure our performance. We may also utilize pixel tags and web beacons provided by our Partners for the same purposes.
13. What About Third-Party Websites and Connected Services?
This Privacy Policy only addresses the use and disclosure of information we collect from you. Other websites that may be accessible through the Website, Software or other Services have their own privacy policies and data collection, use and disclosure practices. If you visit any such website by a link from the Website or Software or other Services, we urge you review the website’s privacy policy. We are not responsible for the policies or practices of third parties.
If you choose to connect or interact with a third-party Connected Service through the Services, information provided to that third party is subject to its own privacy policy, terms, security practices, and data retention practices. We encourage you to review those policies before authorizing a connection. Projection Genie is responsible for its own handling of your information as described in this Privacy Policy but does not control the independent privacy practices of third-party Connected Services.
14. Are There Other Privacy Issues I Should Know About?
We may provide areas on our Website or Software and through other Services where you can publicly post information about yourself, can communicate with others, publish projections, submit content, etc. This information may be accessible by other consumers and companies and may appear on other websites or web searches, and therefore this information could be read, collected, and used by others. For example, if you post your email address in a published projection, you may receive unsolicited messages. We have no control over who reads your postings or what other users may do with the information you voluntarily post, so please use caution when posting any personal information.
Minors under the age of 18 may not use the Website or Software or other Services. We do not collect or maintain information from anyone known to be under the age of 18, and no part of the Website or Software or other Services are designed to attract anyone under the age of 18. If you are under 18, you may use the Software and Services only with the involvement of a parent, guardian, or authorized teacher.
If you are a User accessing the Website or Software and our other Services from the European Union, Asia, or any other region with laws or regulations governing personal data collection, use, and disclosure that differ from United States laws, please be advised that through your continued use of the Website or Software and other Services, which are governed by U.S. law, this Privacy Notice, and our Terms and Conditions, you are transferring your personal information to the United States and you consent to that transfer.
15. Will There Be Changes to the Privacy Policy?
This Privacy Policy may be revised periodically and this will be reflected by the date specified below. Please revisit this page to stay aware of any changes since the revised Privacy Policy is effective immediately when posted on the Website. In general, we only use PII in the manner described in the Privacy Policy in effect when we received the PII you provided. Your continued use of the Website, Software or our other Services constitutes your agreement to this Privacy Policy and any future revisions.
This Projection Genie Privacy Policy (Version 1.3) was last modified on and effective as of October 3, 2026.
16. How Do I Contact Projection Genie?
We value hearing from you and will do our best to respond in a timely manner to all inquiries.
Email Address
info@projectiongenie.com
