Edge360 Privacy Policy
1. The short version
Port1 ("Port1", "we") makes Edge360. Who Port1 is, including while Port1 Holdings LLC is being formed, is set out in section 1.2 of the Edge360 Terms of Service. This policy says what information we handle, why, who else sees it, and what you can do about it. It covers our website, our sales and billing, our support, the Free Money Scan when available, and the Edge360 software you install.
- Your business records stay on your machine, except what you choose to send. Edge360 is installed on a computer or cloud server you control. Port1 does not receive your Edge360 database. If you turn on Claude, Shore Power, a connection or a cloud server, the information listed in section 3 leaves your machine for that service.
- We do not sell personal information, and we do not use your records to train any AI model.
- If you choose Claude, or connect your Claude app through Shore Power, the text of each request, or each answer Edge360 gives Claude (which can include names, amounts and quoted text from your records), goes to Anthropic under the terms you accept with Anthropic. Section 5 explains what that means for training.
- We hold a small amount of information about you as a customer: contact details, your order, and billing records. The Free Money Scan runs in your browser: the records you scan and your report are not sent to us, and we keep none of them (section 6).
2. Information in the Edge360 software you install
2.1. What it holds. Edge360 stores the records and documents you give it (for example bank lines, invoices, vendor and employee records, contracts and email), the findings it makes, and your decisions. These may include personal information about your employees, customers and vendors.
2.2. Where it is held. On the machine where you installed Edge360. You control that information, and you are responsible for having the right to process it and for meeting any legal duties about it, including breach-notice duties as its owner.
2.3. Port1 does not receive it. Edge360 sends Port1 no copy of your database and no usage data. Where Edge360 checks a licence, it reads only the licence file and makes no network call.
2.4. Connection secrets. Sign-in tokens and app passwords for your connections are encrypted before they are written to disk, and the key is kept in a separate file readable only by its owner account. By default that file sits in your Edge360 folder, so keep copies of that folder as safe as the machine itself.
3. What leaves your machine, and only when you choose it
| What you turn on | What is sent | To whom |
|---|---|---|
| Local AI model | Nothing from Edge360's main program to any outside AI service | No one |
| Claude through your own Anthropic API key | The text of each model call: the instructions Edge360 sends with it, your question, the text being checked, text of a document Edge360 reads for you, or a business situation it drafts from, and the name of the model. Not your database. | Anthropic |
| Shore Power (your Claude app connected to Edge360) | Every answer Edge360 gives Claude, including names, amounts and quoted text from your records | Anthropic, as part of your conversation |
| A bank feed, email inbox, accounting system or other connection | What that service needs to return your records, and anything you approve sending, such as an email | That service |
| A cloud server you chose to run Edge360 on | Everything Edge360 holds | That cloud provider |
Each of these is off until you turn it on. Shore Power asks you to type a confirmation before it connects, and you can disconnect it at any time.
4. Information Port1 itself holds
| Information | Why we hold it | Who else sees it |
|---|---|---|
| Name, business name, email, phone, and address of the person who buys or contacts us | To sell, support, and send notices | No one, except as listed in this section |
| Order, plan, pricing version, Founding place, partner code | To bill you correctly and keep the price you signed for | The partner named on your order, for its own commission or billing |
| Customer referral: which customer referred you, and whether your first paid month was paid | To give the referring customer its referral credit | The customer who referred you learns that its credit was earned |
| Payment details | To take payment | Our payment processor, Stripe. We do not store full card numbers. |
| Licence delivery: your email, your licence key, and your order reference | To send you your licence | Our email delivery provider, Resend. Only those three items are sent. |
| Savings lines you accepted, with their citations and evidence, and invoices | To bill the found-money share | No one else, except a partner you consented to, or the wholesale partner that bills you |
| Support messages | To help you | No one else, except our email host |
| Free Money Scan records and reports (when available) | We do not hold them. The scan runs in your browser, and your records and report are not sent to us (section 6) | No one. Opening the scan page gives our website host only the technical information in the next row |
| Technical information your browser sends when you visit our website, such as IP address and browser type | To deliver the website and keep it secure | Our website host |
4.1. Service providers. The companies that host our website, servers and email, and our payment processor and email delivery provider, handle information on our behalf only to provide their service to us.
4.2. When the law requires it, or the business is sold. We may disclose information when the law or a court requires it, or to protect our rights in a dispute. If Port1's business is transferred, including to Port1 Holdings LLC when it is formed, the information we hold passes to the new owner under this policy.
5. AI providers and training
5.1. Anthropic API (your own key). Anthropic's Commercial Terms of Service (https://www.anthropic.com/legal/commercial-terms, effective June 17, 2025, read 2026-10-24) state: "Anthropic may not train models on Customer Content from Services."
5.2. Shore Power through a consumer Claude plan. Anthropic's Consumer Terms (https://www.anthropic.com/legal/consumer-terms, effective October 8, 2025, read 2026-10-24) allow Anthropic to use your conversations, including model training, "unless you opt out of training through your account settings", and say Anthropic still trains on materials flagged for safety review or sent as feedback, even if you opt out. If you connect Edge360 to a consumer Claude plan, your business records in those conversations are covered by those terms. Check your training setting, or use a plan covered by Anthropic's Commercial Terms.
5.3. We do not control Anthropic. Its terms can change; read them yourself before you connect.
5.4. Port1 does not train any AI model on your records.
6. The Free Money Scan (when available)
6.1. The Free Money Scan runs inside your web browser. Your browser reads the records you choose and produces your report on your own computer. Your records and your report are not sent to Port1, and Port1 does not hold them on any server.
6.2. Retention: Port1 keeps nothing from the scan. The scan is held only in your browser tab's memory, and is gone when you press the "Delete now" button, close the tab or reload the page. Before then you may save the report and your scan file to your own computer; a saved copy is yours to keep or delete. If you choose to email us about your scan, for example with your report attached, we hold what you send as a support message (section 4).
6.3. Because your records and your report are never sent to us, they are not written to our logs.
6.4. The scan page and the scanner are files on our website. Your browser downloads them from our website host, as for any page, and our website host receives the technical information listed in section 4 (such as IP address and browser type). The scan itself does not run on a Port1 server, and no cloud provider holds your records or your report for the scan.
7. Website
7.1. Our website uses no third-party advertising or tracking cookies. It may set one cookie of its own that holds only a short tag for the link you arrived from, such as a campaign name. We use it to count visits and steps through sign-up, without personal information, to learn which steps work.
7.2. We do not run paid search ads. If we later do, the ad provider may learn that you clicked an ad. We will update this policy before that starts.
8. Security and breach notice
8.1. We protect the information we hold with reasonable security measures suited to its sensitivity.
8.2. If personal information we hold is acquired by someone without authorisation, we will notify affected Louisiana residents as Louisiana law requires (La. R.S. 51:3074): in the most expedient time possible and without unreasonable delay, and no later than 60 days after discovery, unless law enforcement asks us to wait. Residents of other states will be notified under their own state's law.
8.3. If we hold information that belongs to you and it is breached, we will notify you promptly so you can meet your own duties.
8.4. If we learn of a defect in Edge360 that has exposed, or is likely to expose, data on your install, we will tell you without unreasonable delay.
9. Your choices
9.1. On your install: you can read and export (CSV and PDF) your data yourself, and disconnect any connection at any time. Edge360 keeps its records as a permanent history, so it does not delete single records. To delete everything, uninstall Edge360 and delete its folder, including the backups in it and any copies you made.
9.2. Information Port1 holds: email [email protected] to see, correct or delete it. We will answer within 30 days. We keep invoices and billing records as long as tax and accounting law requires, seven years, and then delete them.
10. Children
Edge360 is for businesses. It is not directed at children under 13, and we do not knowingly collect their information.
11. Partners
If you use Edge360 through an accounting firm or other partner, the partner sees your Edge360 data only with your written consent, which you may withdraw. The partner's own handling of your information is governed by your agreement with the partner and its own privacy policy.
12. Changes
We will post any change here and email customers at least 30 days before a change that reduces your rights takes effect.
13. Contact
Port1, by email at [email protected]. Port1's registered legal name and postal address will be added here when they are recorded.