Privacy Policy 

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Privacy Policy for Adaptive Planning Integration Last Updated: 12/30/2025

1. Introduction This Privacy Policy describes how FP&A Consulting LLC ("we," "us," or "our") collects, uses, and shares information in connection with our internal integration between QuickBooks Online and Workday Adaptive Planning (the "Application").

2. Information We Collect The Application accesses financial data from your QuickBooks Online instance, including but not limited to:

• General Ledger (GL) accounts and balances.

• Transaction details required for financial planning and reporting.

• Company organizational data.

3. How We Use Information The data collected is used solely for internal business purposes, specifically:

• To facilitate financial reporting and forecasting within Workday Adaptive Planning.

• To synchronize accounting records between systems.

4. Data Sharing and Disclosure This Application is for internal use only. We do not sell, trade, or otherwise transfer your data to outside parties, except as required to function within the Workday Adaptive Planning environment.

5. Data Security We implement a variety of security measures to maintain the safety of your data when it is accessed or processed by the Application, adhering to standard OAuth2 authentication protocols.

6. Contact Us If you have questions regarding this privacy policy, you may contact us at [Your Admin Email].