Privacy policy
Your data, clearly arranged.
Cleo works with your firm's data and your clients' data. That calls for clear agreements. On this page you can read exactly what we collect, what we use it for and which rights you have.
Last updated: July 16, 2026
In short
We collect little
Only what's needed to make Cleo work for you — no trading in data.
You stay in control
Connections to your systems only work with your permission.
Well secured
Encryption, secure servers and regular security checks.
Always available to you
Access, correct or delete — one email is enough.
01
Introduction
At Cleo, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered assistant services and website.
02
Information We Collect
Personal Information
Email address and contact information
Account credentials
Usage data and preferences
Information from integrated services (with your permission)
Automatically Collected Information
Device information and identifiers
IP address and location data
Browser type and settings
Usage patterns and interaction data
03
How We Use Your Information
To provide and maintain our services
To personalize your experience
To improve our AI assistant's performance
To communicate with you about updates and changes
To ensure security and prevent fraud
To comply with legal obligations
04
Data Security
We implement appropriate technical and organizational measures to protect your personal information, including encryption, secure servers, and regular security assessments. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
05
Third-Party Services
Our service integrates with various third-party tools and services. When you connect these services, their privacy policies may also apply. We recommend reviewing the privacy policies of any integrated services you use with Cleo.
06
Your Rights
Access your personal information
Correct inaccurate data
Request deletion of your data
Restrict or object to processing
Data portability
Withdraw consent
07
Questions about your privacy?
We reply quickly — usually within one business day.