Last updated: September 1, 2026
When you create an ATLAS account, we collect your name, email address, and a securely hashed password (we never store your password in plain text). As you use the app, we store the financial data you enter or import into a workspace — accounts, transactions, categories, budgets, and recurring bills — along with your language, currency, and time zone preferences. If you use ATLAS's Support feature, we store the ticket content, contact name/email, and any messages you send us about it.
A workspace can have more than one member (for example, a family or small-business team). Financial data you enter into a shared workspace is visible to that workspace's other members, the same as any collaborative app — it isn't private to you alone once it's in a shared workspace. Data in a workspace only you belong to is visible only to you.
Your data is used solely to provide the ATLAS service to you: displaying your accounts and transactions, computing balances and reports, and sending account-related email such as password-reset links and, if you opt in for a workspace, upcoming-bill reminder emails. We do not use your data for advertising, and we do not sell, rent, or share your financial data with third parties for marketing purposes.
All account and financial data is stored in ATLAS's PostgreSQL database hosted by Neon in an Amazon Web Services U.S. region, and is accessible through ATLAS only after authentication. The application itself is hosted on Vercel.
Demo Mode (the "Try Demo" buttons on the sign-in page) lets you explore ATLAS with pre-populated example data without registering — we don't collect your name, email, or a password to start one. A temporary account is created behind the scenes to hold the session and its pre-populated data, along with a small amount of non-identifying usage information (for example, whether you completed the guided tour). A Demo Mode session automatically expires and is deleted after 30 minutes, or immediately if you exit it yourself.
We use Resend (resend.com) to deliver transactional email — password-reset links and, if enabled, bill-reminder email. Resend receives the email address and message content needed to send that email; it does not receive your financial data.
Vercel hosts the application and provides privacy-focused Web Analytics and Speed Insights. These services receive request and page-performance information as described below; they do not receive your password or the financial contents you enter into ATLAS as analytics events.
Neon hosts the PostgreSQL database that stores ATLAS account, workspace, and financial records. ATLAS stores only a securely hashed version of your password, not the plaintext password.
When bank connections are enabled and you choose to connect one, Plaid receives the information needed to link the selected institution and provide account and transaction data to ATLAS. ATLAS stores the resulting access token in encrypted form along with the connected account records. When paid plans are offered and you choose one, Stripe processes checkout and subscription billing; ATLAS receives customer/subscription identifiers, plan and billing status, and invoice information needed to manage the subscription. ATLAS does not receive your full payment-card number. Plaid and Stripe receive this information only when you use the corresponding connection or billing feature.
ATLAS uses Vercel Web Analytics to understand aggregate page usage and Vercel Speed Insights to measure real-world performance. Depending on the request, Vercel may process the page path, referrer, approximate region, browser, operating system, device type, timestamps, and web performance measurements. Vercel Web Analytics does not use third-party cookies or create a persistent profile that follows you across other apps or websites. We use this information only to improve ATLAS, never for advertising, and we do not intentionally send names, email addresses, passwords, financial amounts, transaction descriptions, or account contents as analytics events.
ATLAS also records limited diagnostic events when the application crashes. These events contain an anonymous event identifier, the type of error, and the page pathname needed to locate the failing screen. They do not include query strings, stack traces, form contents, passwords, financial amounts, transaction descriptions, account contents, names, or email addresses. The events are written to ATLAS's Vercel runtime logs and used only to diagnose reliability issues.
Your data is retained for as long as your account exists. You can permanently delete your account and its data yourself at any time at atlas-finance-system.vercel.app/account/delete, or contact us at the address below if you're unable to sign in. Deleting your account removes your login and personal settings; financial data in a workspace only you belong to is deleted as well, while a shared workspace and its other members' data are preserved — your own membership in it is simply removed. If you own a shared workspace (one with other members), you'll need to transfer ownership to another member first; account deletion is blocked until you do, specifically so another member's workspace and data can never be deleted as a side effect of you deleting your own account.
Passwords are hashed before storage and are never recoverable in plain text. Sessions are authenticated with a signed, HTTP-only cookie that isn't accessible to page scripts.
ATLAS is not directed at children under 13, and we do not knowingly collect information from children under 13.
We may update this policy from time to time. Continued use of ATLAS after a change constitutes acceptance of the updated policy.
Questions about this policy, or requests regarding your data, can be sent to concepciontherapyllc@gmail.com.