Updated: December 19, 2023

Privacy Policy

Basis Data Solutions, Inc. (“Basis”) powers business financial services, offering a simpler process for financial service providers (“customers”) to gather and analyze information from businesses and their representatives (“users”) to help provide users with various financial products.

This Privacy Policy describes how we handle the personal information we collect from website visitors, customers, and users in connection with our website, API, and our related services.

Personal Information We Collect

We collect the following categories of information:

Information you provide

We may collect the following data from you when you visit our website or use our products or services:

We may also collect the following data from you when you connect your business’s financial accounts to our API:

Information we obtain from other sources

Information we collect automatically

We and our service providers may automatically log information about you, your computer or mobile device, and your interaction over time with our services, such as:

We may collect this information using cookies and other similar technologies. Cookies are text files that websites store on a visitor‘s device or in the browser for the purpose of helping you navigate between pages efficiently, remembering your preferences, enabling functionality, helping us understand user activity and patterns, and facilitating online advertising. For more information on how you can control cookies, please see the Your Privacy Choices section below.

How We Use Personal Information

We use personal information for the following purposes:

To provide our services. This includes:

For research, development, benchmarking, and improving our services. We may use personal information to analyze and improve the services, identify trends, and operate and expand our business activities. We may also create aggregated, anonymized, or other de-identified statistics or insights, which we may use and disclose to third-parties for our lawful business purposes, including for analytics, forecasting, and strategic planning.

For marketing and advertising.

For compliance and protection., including to enforce any applicable terms and conditions, comply with legal obligations, defend against legal claims or disputes, protect the security and integrity of our services, and identify and investigate fraudulent, harmful, unauthorized, unethical or illegal activity.

How We Disclose Personal Information

We may disclose personal information to:

Our customers. We may disclose users’ personal information to the customer making a lending decision or providing another service to that user.

Financial Institutions. We may disclose users’ names to third-party financial institutions for those financial institutions’ own business purposes, for example, to market other financial products and services to users’ businesses and for fraud prevention purposes.

Service providers. We disclose personal information to companies and individuals that provide services on our behalf or help us operate our services or our business (such as hosting services, communications, data and cyber security services, billing and payment processing services, fraud detection, investigation and prevention services, web and mobile analytics, email and communication distribution and monitoring services, and customer relation management systems).

Professional advisors. We disclose personal information to professional advisors, such as lawyers, auditors, bankers and insurers, where necessary in the course of the professional services that they render to us.

Advertising partners. We may disclose your personal information to third-party advertising companies, including for the interest-based advertising purposes described above.

Authorities and others. We may disclose personal information to law enforcement, government authorities, and private parties, as we believe in good faith to be necessary or appropriate.

Business transferees. We may disclose personal information to acquirers and other relevant participants in business transactions (or negotiations for such transactions) involving a corporate divestiture, merger, consolidation, acquisition, reorganization, sale or other disposition of all or any portion of the business or assets of, or equity interests in, Basis or our affiliates (including, in connection with a bankruptcy or similar proceedings).

Your Privacy Choices

Unsubscribe from direct marketing communications. You may opt out of marketing-related communications by following the opt-out or unsubscribe instructions contained in the marketing communication we send you. You may continue to receive service-related and other non-marketing communications.

Online tracking opt-out. There are a number of ways to opt out of having your online activity and device data collected through our services, which we have summarized below:

Note that because these opt-out mechanisms are specific to the device or browser on which they are exercised, you will need to opt out on every browser and device that you use.

Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to "Do Not Track" or similar signals. To find out more about "Do Not Track," please visit https://www.allaboutdnt.com.

Data Security

We employ a number of technical, organizational and physical safeguards designed to protect the personal information we collect. However, no security measures are failsafe and we cannot guarantee the security of your personal information.


Our services are not intended for use by children under 13 years of age. If we learn that we have collected personal information through our services from a child under 13 without the consent of the child’s parent or guardian as required by law, we will delete it.

Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time. If we make material changes to this Privacy Policy, we will notify you.

Contact Us

You can reach us by email at support@usebasis.co.