Privacy policy
Who we are
Trezana provides cash-forecasting software to businesses. For the personal data described on this page, Trezana decides why and how it is used, which makes it the Data Fiduciary under the Digital Personal Data Protection Act, 2023 (the DPDP Act).
What we collect
Contact details you give us when you apply: your name, business name, role, WhatsApp number, email address, turnover band, and how you heard about us. Once you use the service, we also receive the daily bank statement emails sent to your dedicated inbox, and accounting data where you connect Zoho Books or upload Tally exports. That data may include personal data of people named in your statements and records.
Why we collect it, and your consent
We use your data to build and maintain your cash forecast, to alert you about upcoming payments, to review your pilot application, and to contact you about the service. We process it only for these purposes and only with your consent, which you give when you submit the application form or set up the service. You can withdraw your consent at any time by writing to us. Withdrawing does not affect what we did with your data before you withdrew, and we may then be unable to continue the service.
What we never collect
Bank logins, net banking passwords and card details. Setting up a statement email does not give us access to your bank account.
Website visit statistics
We use Cloudflare Web Analytics to count visits to this website and see which pages are read. It does not use cookies or follow you across other websites. It records the page you visit, the website that sent you, your browser and device type, and your approximate location (country), and shows us these only as totals.
Service providers
Cloudflare hosts this website and provides the visit statistics above. Formspree receives the pilot application form and forwards it to us by email. Both process your data on our behalf to provide these services.
How long we keep it
We keep personal data only for as long as it is needed for the purposes above, or for as long as the law requires. After that we erase it.
Your rights under the DPDP Act
You have the right to ask for a summary of the personal data we hold about you and how we process it; to ask us to correct, complete or update it; to ask us to erase it; to withdraw your consent; to have your grievance heard; and to nominate another person to exercise these rights if you die or become unable to. To use any of them, write to hello@trezana.in.
Children
Trezana is a service for businesses. It is not meant for children, and we do not knowingly collect personal data of anyone under 18.
Grievances
If you have a concern about how we handle your personal data, write to hello@trezana.in and we will respond. If you are not satisfied with our response, you may complain to the Data Protection Board of India once it is constituted and accepting complaints.
Changes to this policy
We may update this policy as the service or the law changes. The date below shows when it last changed.
Last updated: 12 November 2026.