Effective Date: Jan 20, 2026

Privacy Policy and Terms of Service

Privacy Policy

Statement Genie ("Statement Genie," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit or use our website, https://www.statementgenie.com (the "Site"). The Site is owned and operated by MAD MID, LLC.

By accessing or using the Site, you agree to the terms of this Privacy Policy. If you do not agree with the terms, please do not use the Site.

1. Information We Collect

We may collect information about you in a variety of ways, including:

A. Personal Information

Personal information you voluntarily provide to us may include, but is not limited to:

  • Name
  • Email address
  • Phone number
  • Business name
  • Billing or payment information (processed via third-party payment processors)
  • Any other information you submit through forms, emails, or account registration

B. Automatically Collected Information

When you access the Site, we may automatically collect certain information, including:

  • IP address
  • Browser type and version
  • Operating system
  • Referring URLs
  • Pages viewed and time spent on the Site
  • Device identifiers

C. Cookies and Tracking Technologies

We may use cookies, web beacons, pixels, and similar tracking technologies to:

  • Improve user experience
  • Analyze Site traffic and usage
  • Remember user preferences

2. How We Use Your Information

We may use the information we collect for purposes including, but not limited to:

  • Providing, operating, and maintaining the Site and our services
  • Communicating with you, including responding to inquiries and sending service-related messages
  • Processing transactions and payments
  • Improving our products, services, and user experience
  • Sending marketing or promotional communications (you may opt out at any time)
  • Complying with legal obligations
  • Protecting against fraud, unauthorized access, or misuse

3. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

  • Service Providers: With third-party vendors who perform services on our behalf (e.g., hosting, analytics, payment processing, email delivery).
  • Legal Requirements: If required to do so by law or in response to valid legal processes.
  • Business Transfers: In connection with a merger, sale of assets, financing, or acquisition of all or a portion of our business.
  • With Your Consent: When you have provided explicit consent for sharing.

4. Cookie Notice

Statement Genie uses cookies and similar tracking technologies to enhance user experience, analyze traffic, and improve our services.

What Are Cookies

Cookies are small text files placed on your device when you visit a website. They help websites function properly and provide insights into how users interact with the site.

Types of Cookies We Use

Managing Cookies

You can manage or disable cookies through your browser settings. Please note that disabling cookies may limit certain features or functionality of the Site.

For users in the European Economic Area, you may be presented with a cookie consent banner allowing you to manage your preferences in accordance with GDPR requirements.

5. SMS and Text Messaging Communications

If you provide your mobile phone number to Statement Genie, you may receive SMS or text messages from us for purposes such as:

  • Account notifications or service-related updates
  • Appointment reminders or transactional messages
  • Customer support communications
  • Marketing or promotional messages, where permitted by law

Consent and Opt-In

By providing your mobile phone number and opting in, you expressly consent to receive SMS messages from Statement Genie. Message frequency may vary. Message and data rates may apply.

Opt-Out

You may opt out of receiving SMS messages at any time by replying STOP to any message you receive. You may also contact us directly to request removal from SMS communications.

No Requirement to Consent

Your consent to receive SMS messages is not a condition of purchasing or using our services.

Data Use and Sharing

We do not sell or share mobile phone numbers collected for SMS purposes. SMS communications may be delivered through third-party service providers acting on our behalf and subject to confidentiality obligations.

6. Third-Party Services and Links

The Site may contain links to third-party websites or services. We are not responsible for the privacy practices or content of third parties. We encourage you to review their privacy policies before providing any personal information.

7. Data Security

We implement reasonable administrative, technical, and physical security measures designed to protect your information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Privacy Rights

Depending on your location, you may have rights regarding your personal information, including rights under the General Data Protection Regulation ("GDPR") and applicable U.S. privacy laws. These rights are described in more detail below.

9. European Union Privacy Rights (GDPR)

If you are located in the European Economic Area ("EEA"), the United Kingdom, or Switzerland, you have certain rights under the GDPR, including:

  • Right of Access: You have the right to request access to the personal data we hold about you.
  • Right to Rectification: You have the right to request correction of inaccurate or incomplete personal data.
  • Right to Erasure ("Right to Be Forgotten"): You have the right to request deletion of your personal data, subject to legal obligations.
  • Right to Restrict Processing: You have the right to request restriction of processing of your personal data.
  • Right to Data Portability: You have the right to receive your personal data in a structured, commonly used, and machine-readable format.
  • Right to Object: You have the right to object to processing of your personal data for certain purposes, including direct marketing.

Lawful Bases for Processing

We process personal data under one or more of the following lawful bases:

  • Your consent
  • Performance of a contract
  • Compliance with legal obligations
  • Legitimate business interests that do not override your fundamental rights and freedoms

10. California Privacy Rights (CCPA / CPRA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act ("CCPA") as amended by the California Privacy Rights Act ("CPRA"). These rights include:

  • Right to Know: You have the right to request disclosure of the categories and specific pieces of personal information we have collected about you, the sources of that information, the purposes for collecting it, and the categories of third parties with whom it is shared.
  • Right to Delete: You have the right to request deletion of your personal information, subject to certain legal exceptions.
  • Right to Correct: You have the right to request correction of inaccurate personal information.
  • Right to Opt-Out of Sale or Sharing: Statement Genie does not sell or share personal information as defined by the CCPA/CPRA.
  • Right to Limit Use of Sensitive Personal Information: We do not use or disclose sensitive personal information beyond what is necessary to provide our services.
  • Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

11. Children’s Privacy

Statement Genie does not knowingly collect personal information from children under the age of 13. If we become aware that we have collected such information, we will take steps to delete it promptly.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be reflected by updating the "Effective Date" at the top of this page. Your continued use of the Site after changes are posted constitutes your acceptance of the revised policy.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

  • MAD MID, LLC
  • Email: info@statementgenie.com
  • Website: https://www.statementgenie.com

Terms of Service

Effective Date: January 20, 2026

These Terms of Service ("Terms") govern your access to and use of the website https://www.statementgenie.com (the "Site") and any related services, products, software, or tools provided by Statement Genie, a business operated by MAD MID, LLC ("Company," "we," "us," or "our").

By accessing or using the Site or services, you agree to be bound by these Terms. If you do not agree, you may not access or use the Site or services.

1. Eligibility

You must be at least 18 years old and have the legal capacity to enter into a binding agreement to use the Site and services. By using Statement Genie, you represent and warrant that you meet these requirements.

2. Services Provided

Statement Genie provides tools and services intended to assist users with reviewing, analyzing, organizing, or presenting financial statements and related business information (the "Services"). The Services are provided for informational and business purposes only and do not constitute financial, legal, accounting, or tax advice.

You acknowledge that you are solely responsible for how you use the Services and for any decisions made based on information generated or displayed through the Site.

3. User Accounts

To access certain features, you may be required to create an account. You agree to:

  • Provide accurate and complete information
  • Maintain the confidentiality of your login credentials
  • Notify us immediately of any unauthorized use of your account

4. User Responsibilities and Acceptable Use

You agree not to:

  • Use the Site or Services for any unlawful, fraudulent, or deceptive purpose
  • Upload or transmit false, misleading, or unauthorized financial data
  • Attempt to gain unauthorized access to systems or accounts
  • Interfere with or disrupt the Site or Services
  • Reverse engineer, copy, or misuse the Services except as permitted by law

5. Fees and Payments

Certain Services may require payment of fees. All fees are disclosed prior to purchase and are non-refundable unless expressly stated otherwise.

Payments are processed through third-party payment processors. We do not store full payment card details and are not responsible for errors or issues caused by third-party processors.

6. Intellectual Property

All content, software, designs, trademarks, logos, and materials on the Site are owned by or licensed to MAD MID, LLC and are protected by intellectual property laws.

You are granted a limited, non-exclusive, non-transferable, revocable license to use the Site and Services for your internal business purposes.

7. User Content

You retain ownership of any data, documents, or information you upload or submit through the Services ("User Content"). By submitting User Content, you grant us a limited license to use, host, process, and display such content solely for the purpose of providing the Services.

You represent that you have all necessary rights to submit User Content and that doing so does not violate any third-party rights.

8. Third-Party Services

The Services may integrate with or link to third-party services or platforms. We are not responsible for the availability, accuracy, or practices of third parties, and your use of such services is governed by their respective terms.

9. Disclaimers

THE SITE AND SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

WE DO NOT GUARANTEE THAT THE SERVICES WILL BE ERROR-FREE, UNINTERRUPTED, OR MEET YOUR REQUIREMENTS.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, MAD MID, LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATED TO YOUR USE OF THE SITE OR SERVICES.

OUR TOTAL LIABILITY FOR ANY CLAIM SHALL NOT EXCEED THE AMOUNT PAID BY YOU TO US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

11. Indemnification

You agree to indemnify, defend, and hold harmless MAD MID, LLC and its owners, officers, employees, and agents from any claims, damages, liabilities, and expenses arising from:

  • Your use of the Services
  • Your violation of these Terms
  • Your violation of any law or third-party rights

12. Termination

We may suspend or terminate your access to the Site or Services at any time, with or without notice, for conduct that we believe violates these Terms or is otherwise harmful.

Upon termination, your right to use the Services will immediately cease.

13. Governing Law and Venue

These Terms are governed by and construed in accordance with the laws of the State in which MAD MID, LLC is organized, without regard to conflict-of-law principles.

Any disputes arising out of or relating to these Terms shall be resolved exclusively in the state or federal courts located in that state.

14. Changes to These Terms

We may update these Terms from time to time. Changes will be effective upon posting to the Site with an updated Effective Date. Continued use of the Services constitutes acceptance of the revised Terms.

15. Contact Information

If you have questions about these Terms, please contact us at:

  • MAD MID, LLC
  • Email: info@statementgenie.com
  • Website: https://www.statementgenie.com

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Privacy Policy and Terms