Last Updated: June 2026
Dynamic Budgets LLC ("Dynamic Budgets," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or use our services.
This policy applies to visitors of www.dynamicbudgets.com and users of the Dynamic Budgets platform. By using our website or services, you agree to this Privacy Policy.
Dynamic Budgets provides budgeting, forecasting, reporting, and financial planning software for finance teams. We integrate with ERP and accounting systems and support both cloud and on-premises deployments.
Customers may store financial and operational data including budgets, forecasts, reports, and financial models. This data remains the property of the customer.
We do not use customer financial data for advertising purposes.
We use cookies to improve website functionality, analyze traffic, and enhance user experience. You can control cookies through your browser settings.
Customers retain full ownership of their data. Dynamic Budgets does not claim ownership of financial or business information stored in the platform.
We do not sell personal data.
We use trusted providers such as Microsoft Azure and Microsoft Entra ID to support hosting, authentication, and system operations.
Our team may access customer environments for support, implementation, or troubleshooting when authorized.
We may disclose information if required by law.
Information may be transferred in the event of a merger or acquisition.
Data may be hosted in Microsoft Azure, customer-managed cloud environments, or on-premises infrastructure depending on the deployment model.
No system can guarantee complete security. Users are responsible for protecting their credentials.
We retain information as needed to provide services, comply with legal obligations, and fulfill contracts. Customers can request data deletion subject to applicable requirements.
Data may be processed and stored in the United States, Canada, or other regions depending on deployment and contractual agreements.
Our platform integrates with services such as Microsoft Dynamics, Sage Intacct, Oracle NetSuite, Acumatica, and others. These services are governed by their own privacy policies.
Our services are intended for business users and not for children under 13.
We may update this policy from time to time. Continued use of our website indicates acceptance of any changes.
Dynamic Budgets LLC
Email: support@dynamicbudgets.com
Website: www.dynamicbudgets.com
