Morchella LLC, doing business as Brazos Valley Business Intelligence ("BVBI," "we," "us," or "our"), respects your privacy. This Privacy Policy explains how we collect, use, store, and share information when you visit https://www.brazosvalleybi.com/, contact us, use our services, or authorize us to connect with third-party systems such as QuickBooks Online, Microsoft Azure, Microsoft Power BI, or other platforms we use to provide reporting, analytics, consulting, and related services.

By using our website or services, you agree to this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

Information you provide directly

Your name

Company name

Email address

Phone number

Billing information

Information you submit through forms, scheduling tools, emails, proposals, onboarding materials, or service communications

Business and service data

If you engage us for services or authorize an integration, we may receive access to business information needed to perform the work, such as:

Accounting and bookkeeping data

Financial reports and transactions

Operational, sales, inventory, payroll, budgeting, or forecasting data

Data imported from software platforms you authorize us to access

Technical and website usage information

We may automatically collect limited technical information when you visit our website, such as:

IP address

Browser type

Device type

Pages visited

Referral source

General website interaction information

Cookies and similar tools

We may use cookies, analytics tools, and similar technologies to improve site performance, understand traffic, and support website functionality. You can manage cookies through your browser settings.

2. How We Use Information

We may use information to:

Respond to inquiries and communicate with you

Provide consulting, reporting, analytics, integration, and support services

Connect authorized third-party systems and move data between them

Build dashboards, reports, models, and data workflows

Maintain, secure, troubleshoot, and improve our services

Send administrative messages, proposals, invoices, or service updates

Comply with legal, tax, accounting, contractual, and regulatory requirements

Protect our rights, systems, clients, and business operations

We do not sell personal information.

We do not use one client’s confidential business data to provide competitive insights to another client.

3. Legal Bases and Authorizations

When you hire us or request access to a system, you represent that you have the authority to provide the information and authorize the connections needed for us to perform the requested services.

Where required, you are responsible for obtaining any internal approvals, employee notices, or third-party permissions needed for us to receive or process data on your behalf.

4. How We Share Information

We may share information only as reasonably necessary in the following situations:

With service providers, contractors, or subprocessors that help us operate our business or deliver services

With cloud hosting, analytics, communications, payment, productivity, security, and reporting platforms we use

With software platforms you choose to connect, such as Intuit QuickBooks, Microsoft Azure, Microsoft Power BI, Microsoft 365, or similar providers

If required by law, subpoena, court order, government request, or legal process

To protect rights, property, safety, systems, or investigate fraud, misuse, or security incidents

In connection with a business transfer such as a merger, acquisition, restructuring, or sale of assets

We do not share client data more broadly than needed to operate the website, deliver services, comply with the law, or protect our legitimate business interests.

5. Confidential and Financial Information

Because our services may involve accounting, reporting, and business analytics, some information we process may be sensitive or confidential. We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, use, alteration, or disclosure.

That said, no website, software platform, email system, cloud environment, or transmission method is completely secure. For that reason, we cannot promise absolute security.

6. Data Retention

We keep information for as long as reasonably necessary to:

Provide services

Maintain business and tax records

Enforce agreements

Resolve disputes

Meet legal, regulatory, insurance, security, and compliance obligations

We may delete or anonymize information when we no longer need it for those purposes.

7. Your Choices and Rights

Depending on where you live and the nature of our relationship with you, you may have rights to request access to, correction of, deletion of, or limitation on certain personal information we hold about you.

To make a request, contact us at [email protected].

We may need to verify your identity and may decline a request when an exception applies, including where we must retain information for legal, tax, security, fraud prevention, or contractual reasons.

8. Third-Party Services and Links

Our website or services may link to, connect with, or rely on third-party websites, software, or services. We do not control those third parties and are not responsible for their privacy, security, content, or practices. You should review their terms and privacy policies separately.

9. International and Multi-State Use

Our business is based in the United States. If you access our website or services from another jurisdiction, you understand that your information may be transferred to and processed in the United States or other locations where our service providers operate.

10. Children’s Privacy

Our website and services are intended for business users and are not directed to children under 13. We do not knowingly collect personal information directly from children under 13.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we do, we will post the revised version on this page and update the "Last Updated" date. Continued use of the website or services after changes become effective means you accept the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, contact:

Morchella LLC d/b/a Brazos Valley Business Intelligence
Email: [email protected]
Website: https://www.brazosvalleybi.com/