Privacy policy

Last updated November 12, 2026. This policy explains what Dashmor ("we", "us") collects, why, who it's shared with and the choices you have. Questions: support@dashmor.ai.

1. Our role

For your firm's ERP data and the people your firm invites, we act on your firm's instructions as its service provider; your firm decides what's connected and who can see it. For our website, account and billing records, we decide how information is used, as described here.

2. What we collect

• Account details. Name, work email, role, firm name, and a protected (hashed) password if you set one, or the sign-in you use with Google or Microsoft.
• Your firm's ERP data. When your firm connects its ERP, Dashmor reads the data needed for dashboards and reports (for example projects, clients, invoices, bills, time, ledger entries and the people and access set up in your ERP) and keeps a private copy. Dashmor never changes anything in your ERP.
• What you create. Dashboards, questions you ask Dashmor AI, automations, sharing settings, support chats and requests.
• Activity and technical records. Sign-ins, connection changes, syncs and sharing changes (your firm's admins can see these under Settings › Activity), and technical logs such as IP address, device and browser type.
• Website chat and email. Messages you send us and any name or email you give us.
• Billing. Plan and payment status. Card payments are handled by Stripe; we never see or store card numbers.

3. How we use it

To provide Dashmor to your firm: show dashboards, answer questions, send the reports and alerts you set up, give support, keep accounts and data secure, prevent misuse, bill your firm and meet legal obligations. We don't sell or rent personal information, we don't use it for advertising, and your firm's data is never used to train AI models.

4. Dashmor AI

When you ask Dashmor AI a question or have it build something, the question and the specific figures needed to answer it are sent to the AI provider that powers it (Anthropic by default, or a provider your firm chooses with its own key), under terms that don't allow them to train on it. Dashmor AI never sends your full database. Support chat on the website and in the app is answered with AI assistance, and requests reach our team.

5. Who we share it with

Only service providers that help us run Dashmor, and only what each needs: Amazon Web Services (hosting, storage and email delivery, in the United States), the AI provider described above, and Stripe (payments). We may disclose information if the law requires it, to protect people or the service, or as part of a merger or sale of our business, in which case this policy still applies to it. Inside your firm, people see only what their role and access allow.

6. Cookies

The app uses a sign-in cookie and stores a few display preferences in your browser. This website doesn't use advertising or tracking cookies.

7. Security

Data is encrypted in transit and at rest. ERP API keys are stored encrypted and never shown again after you save them. Each firm's data is kept separate, every request is checked against the firm it belongs to, and access by our team is limited to what's needed for support and operations. If a breach affects your information, we'll notify your firm without undue delay.

8. How long we keep it

We keep your firm's data while your firm uses Dashmor. When you remove the ERP connection or close the account, we delete our copy of the ERP data right away and other account data within 30 days, except what we must keep for billing or legal reasons. Encrypted backups roll off within 14 days and technical logs within about a month.

9. Your choices and rights

• Cut Dashmor's access at any time by deleting the API key in your ERP or removing the connection in Dashmor.
• Ask your firm's admin, or write to support@dashmor.ai, to access, correct, export or delete your personal information, or to close an account. We'll answer within 30 days.
• California residents have rights under the CCPA/CPRA to know, access, correct and delete personal information and to not be discriminated against for using them. We don't sell or share personal information for cross-context advertising.
• Depending on where you live, you may have other rights under local law; write to us and we'll help.

10. Children

Dashmor is for businesses and isn't directed to children under 16. We don't knowingly collect their information.

11. Changes

If this policy changes in a way that matters, we'll update the date above and email account owners before the change takes effect.

12. Contact

Write to support@dashmor.ai.