Privacy policy

Last updated: November 13, 2026

This policy explains what information WilyBooks ("we", "us") handles when you visit wilybooks.com, use the WilyBooks web app, or buy a subscription. It applies to visitors in the United States, Canada, and anywhere else the site is available.

Your bookkeeping data

The WilyBooks app does not store your books on a server. Invoices, expenses, contacts, accounts, and journal entries are stored in your browser's local storage on the device you use. We cannot see them, access them, or recover them for you.

The one exception is emailing an invoice. When you press Email invoice, that invoice (the customer's name and email address, the line items and amounts, any message you add, and the PDF) is sent to our server and our email provider so it can be delivered. We do not keep a copy of it. Our email provider may keep delivery logs, and we keep short-lived counters tied to your login email to enforce sending limits.

If you export a backup, that file is created on your device and saved wherever you choose. If you clear your browser data or use a different browser, the app starts empty unless you import a backup.

Website visits

Our static site does not use analytics, advertising pixels, or marketing cookies. The web host that serves the site may keep standard server logs, such as IP address, browser type, requested page, and time of request, for security and reliability. Those logs are controlled by the hosting provider and are not used by us to build a profile of you.

Your browser may store the site's files in its cache, and the app may store its data in local storage. Local storage is not a cookie and is not sent to us.

Payments

When you click a buy button, you leave our site and complete checkout with Dodo Payments, which acts as the merchant of record. Dodo collects the information needed to process the payment, such as your name, email address, billing address, and payment method details. Dodo handles card data; we do not receive or store your full card number.

We receive the information needed to provide the subscription, such as your name, email address, country, plan, and subscription status. Dodo's own privacy policy governs the data it collects at checkout and in its customer portal.

Logging in

To check that you have an active subscription, we keep your email address and subscription status, which Dodo Payments sends us. When you log in, we email you a one-time code through our email provider and set a cookie on your device that keeps you signed in for 30 days. The cookie is strictly necessary for the login and is not used for tracking. Signing out removes it.

Support email

If you email us, we receive your email address and whatever you include in the message. We use it to answer your question and keep a record of the request. We do not add you to a marketing list without your consent.

How we use information

• To provide the site and the app.
• To process subscriptions, receipts, refunds, and cancellations through Dodo Payments.
• To answer support requests.
• To keep the service secure and fix problems.
• To meet legal, tax, and accounting obligations.

Sharing

We share information only with service providers that need it to run the business: Dodo Payments for checkout and subscription management, the web host that serves the site and runs the login service, and the email provider that sends login codes and handles support messages. We do not sell personal information, and we do not share it for cross-context behavioral advertising.

We may disclose information if required by law, or to protect our rights, users, or the public.

Your choices and rights

Depending on where you live, you may have the right to request access to, correction of, or deletion of the personal information we hold about you, or to object to certain processing. California residents have rights under the CCPA/CPRA, and Canadian residents have rights under PIPEDA. To make a request, email support@wilybooks.com. We may need to verify your identity before acting.

You can delete your bookkeeping data at any time with the Reset all data button in the app, or by clearing your browser's site data. Cancelling a subscription is handled through the Dodo customer portal.

Retention

We keep support emails and subscription records for as long as needed to provide the service and meet legal obligations. Hosting logs are kept according to the hosting provider's policy. Your bookkeeping data remains on your device until you delete it.

Children

WilyBooks is a business tool and is not intended for children under 13. We do not knowingly collect personal information from children.

International transfers

Dodo Payments and our hosting and email providers may process information in the United States, Canada, or other countries. Where required, they use appropriate safeguards for those transfers.

Changes

We may update this policy as the service changes. The date at the top will show the latest version. Material changes will be announced on this page or by email if you have an active subscription.

Contact

Questions about privacy: support@wilybooks.com.