Privacy Policy

This Privacy Policy applies to the collection, use and disclosure of personal and company information Sourcery Technologies, Inc. (“Sourcery”, or “we” or “us”) receives from you and any person or organization for which you act that has a Sourcery account (“Customer”).


Account Information

When you sign up for us to provide you with Sourcery’s services, we will ask you to choose a username and password and to provide various types of information, some of it relating to the corporate entity on behalf of which you will be using Sourcery, some of it related to individuals. Some of the latter is personally identifiable information (PII) about:

  • You, either in your personal capacity or in your role of administering a Sourcery account for a corporate entity;
  • Your employees who will be using the website and services; and/or
  • Anyone you sign up to interact with your company on Sourcery

The provided information includes:

Your company’s:

  • Business information (name, phone number, address, etc.);
  • Accounts payable and accounting information (accounting system(s), names of vendors, chart of accounts, etc.);
  • Systems information (front of the house and back of the house software packages used including Point of Sale systems and inventory management systems); and
  • Payment information (account and routing numbers for the bank accounts your company will be using to pay vendors through Sourcery).
  • The names, work emails and work phone numbers of your employees who will be using the website and services.
  • Vendor information (if you decide to use our accounts payable services, we will require a list of your vendors including name, address and contact phone number or email and information needed in order to issue/receive payments such as a physical address to send check payments to).
  • Customer information (if you decide to use our accounts receivable services, we will require a list of your customers including name, address and contact phone number and email as well as information needed to initiate payments such as routing number and bank account information).
  • A credit card or bank account to pay your subscription to Sourcery.

If you provide Sourcery access to your accountant or another third party (“designated third party), he or she may use Sourcery to process payables and receivables for you. Accordingly, your designated third party, on your behalf, will be able to enter your PII of the types described above. Sourcery will use this information for the purposes of verifying identity and creditworthiness as also described above. When you send emails or otherwise communicate with Sourcery, we may retain those communications to process your requests and inquiries and improve the quality of our website. Sourcery also asks you to provide information about how to contact you not only by email but also by telephone. We will use this information to provide you with updated information and service your account in other ways. We may also use this information to contact you about additional products or services that may be of interest to you.

Information Collected Using Tracking Technologies

We use tracking technology such as cookies, scripts and tags to keep track of who visits our website. A cookie is an element of data that a website can send to your browser, which may then store it on your system. You can set your browser to notify you when you receive a cookie, giving you the chance to decide whether to accept it. If you do not accept cookies from Sourcery, you will not be able to use our website. Usage of a cookie is in no way linked to any PII while on our website.

In addition to cookies, we collect the following information from all visitors to our website: the name of the domain through which you access the internet; the date and time you access our website; the internet address from which you linked to our website and the individual address of the computer you used to access our website. We use this information in the aggregate to administer our website, to help diagnose and troubleshoot potential server malfunctions, and to gather broad demographic information about usage of our website.

Tracking Technologies Placed by Third Parties

The use of third party cookies, local storage (HTML 5), beacons, scripts, and tags by our partners, affiliates, tracking utility company and service providers is not covered by this privacy policy. We do not have access or control over these tracking technologies. Our partners, affiliates, tracking utility company and service providers use these tracking technologies to store and collect information in order to make it easier for you to navigate our website, to provide certain features on our website, or to display advertising based upon your web browsing activities. Various browsers may offer their own management tools for removing local storage (HTML 5).

We partner with a third party to either display advertising on our website or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this website and other sites in order to provide you advertising based upon your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here. Please note this does not opt you out of being served ads. You will continue to receive generic ads.

Non- PII

We may also collect other information as part of the registration and personalization process (e.g., zip code and individual preferences). Certain non-identifying information would be considered a part of your PII if it were combined with other identifiers (e.g., combining your zip code with your street address) in a way that enables you to be identified. However, the same pieces of information are considered non-identifying information when they are taken alone or combined only with other non-identifying information (e.g., your viewing preferences). We may combine your PII with non-identifying information and aggregate it with information collected from other users to attempt to provide you with a better experience, to improve the quality and value of the website and to analyze and understand how the website is used.

Sourcery does not share, rent, or trade PII with third parties for their promotional purposes.


We will only share personal information with third parties in the ways that are described in the privacy policy, and we may share personal information as permitted by law. We may share all of the personal information we collect about you, as described above.

Service Providers and Vendors

We share your PII with third parties as needed to maintain, support and operate the website, to perform website-related services, to undertake the services we are providing and to assist us in analyzing how our website is used (e.g., maintenance services, database management, payment processing, web analytics and improvement of the website’s features). These third parties have access to your PII only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose. We may provide PII to your vendors or customers who are party to your Sourcery transaction for the purpose of providing services to you. We may also provide PII to our business partners or other trusted entities for the purpose of providing you with information we believe will be of interest to you.

Third Parties Unaffiliated with Sourcery

We may provide PII to your vendors or customers who are party to your Sourcery transaction for the purpose of providing services to you. Additionally, Sourcery may permit you to use third party services whose products can be supported through the Sourcery website, such as accounting software providers. Sourcery will share PII and support the third parties’ services on the Sourcery website at your direction. When you direct Sourcery to share PII with third parties, you agree that Sourcery is not responsible for the third parties’ use, misuse, or handling of that PII.

Compliance with Laws and Law Enforcement

Sourcery cooperates with government and law enforcement officials or private parties to enforce and comply with the law. We will disclose any information about you to government or law enforcement officials or private parties as we, in our sole discretion, believe necessary or appropriate to respond to claims and legal process (including but not limited to subpoenas), to protect the property and rights of Sourcery or a third party, to protect the safety of the public or any person, or to prevent or stop any illegal, unethical or legally actionable activity.

Business Transfers/Transactions

Information, including PII, that we collect from our users is considered to be a business asset. As a result, if we go out of business or enter bankruptcy or if we are acquired as a result of a transaction such as a merger, acquisition, reorganization or asset sale, your PII may be disclosed, sold or transferred to the third-party acquirer in connection with the transaction.

Aggregate Information and Non-Identifying Information

We may share aggregated information which does not include PII and we may otherwise disclose non-identifying information and log data with third parties for industry analysis, demographic profiling and other purposes. Any such aggregated information will not contain your PII.

Sourcery enables you to update, correct, and delete/remove PII regarding you, your employees and your accountant at any time. If you have further concerns about how Sourcery stores or uses PII, please contact us at


The website may provide links to other sites. If you choose to visit another site by “clicking on” an external link, you will be directed to that party’s site. We may track whether these links have been followed to improve the quality of the website and Sourcery’s partnership activities. The fact that we link to another site is not an endorsement, authorization or representation of our affiliation with that third party, nor is it an endorsement of their privacy or information security policies or practices. We do not exercise control over third party sites. These other sites may place their own cookies or other files on your computer, collect data or solicit PII from you. This privacy policy addresses the use and disclosure of information that we collect from you through this website. Other sites follow different rules regarding the use or disclosure of the PII you submit to them. We encourage you to read the privacy policies or statements of the other sites you visit.


We will retain and use your information in accordance with our internal retention, archiving and back-up regimens, including as necessary to comply with our legal obligations, resolve disputes and enforce our agreements.


This website is intended for business-to-business use and is not directed to children under the age of 18. If a parent becomes aware that his or her child has provided us with PII without parental consent, he or she should contact us at


If we decide to change our privacy policy, we will post those changes to this privacy policy page, the home page, and other places we deem appropriate, so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.

We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page prior to the change becoming effective.


Sourcery is committed to protecting the security and privacy of your information. We know that information regarding you and your company is extremely important and confidential. Sourcery uses reasonable measures – consistent with industry standard practices – as well as some advanced security and process controls designed to ensure that the security, confidentiality, integrity and availability of your data are protected. We do not store any sensitive information in our databases. When you enter sensitive information, such as bank accounts and credit card numbers, they are transmitted via Secure Sockets Layer (SSL) to financial providers, such as Stripe. However, no method of transmission over the Internet or electronic storage is one hundred percent secure. Therefore we cannot guarantee its absolute security. Sourcery is a U.S.-based corporation, and may store and process data in the US as well as other jurisdictions where our service providers may be located.

Data Security Controls

We take controls seriously, including the following:

  • Payments are made through our payment processor (Stripe) which is PCI-compliant.
  • Our employees may access data only on a “need to know” basis, and then the relevant employees access your information only to the extent necessary to help us provide you with our services.

We will make any legally required disclosures of any breach of the security, confidentiality, integrity or availability of your information. Such disclosures will be made to you via email or conspicuous posting on this website without unreasonable delay, insofar as consistent with (i) the legitimate needs of law enforcement or (ii) any measures necessary to determine the scope of the breach and restore the reasonable integrity of the data system.


When you sign up for Sourcery, you provide an email address and password to access our website. You can help protect your information by using a strong password, keeping your password secret and by changing it from time-to-time.


You can contact Sourcery customer support via email at if you have any questions about the policies outlined in this document.