Cookie Policy
Cookie Policy
This page covers every cookie and every piece of browser storage the Financiario portal uses: what it does, how long it lasts, and who sets it. Necessary cookies run the portal. Everything else waits for your choice.
No analytics. No marketing. No trackers. Those categories exist so nothing can be added later without asking you first.
What cookies are
Cookies are small text files a website stores in your browser. Local storage and session storage work the same way but stay in the browser and are never sent to our servers; session storage is erased when you close the tab. We treat all of them the same way, and all of them are listed below.
Your choices
Analytics starts off for every visitor and runs only after you switch it on.
Visitors in the EU and EEA (including their outermost regions), the UK, the Channel Islands, the Isle of Man, Gibraltar, Switzerland and Canada start with every optional category switched off, and nothing optional loads until they switch it on. We treat every visitor this way unless we can determine their location. Everywhere else, Preferences and Marketing start on (Marketing stays off if your browser sends Global Privacy Control), and you can switch them off at any time.
You can change or withdraw your choice whenever you like. When you withdraw, we delete the storage of the categories you turned off.
Global Privacy Control
If your browser sends the Global Privacy Control (GPC) signal, we treat it as a valid request to opt out of the sale or sharing of your personal information. Marketing cookies stay off for that browser and cannot be switched on while the signal is present. We record the signal with your next saved choice.
What we use
Necessary · always on
Keep you signed in, protect forms from forgery and remember your cookie choices. The portal can't work without them, so they're always on.
| Name | Type | Purpose | Duration | Set by |
|---|---|---|---|---|
sessionid | Cookie | Keeps you signed in after Microsoft sign-in. | 14 days | First party |
csrftoken | Cookie | Protects forms and requests against cross-site request forgery. | 1 year | First party |
fin_consent | Cookie | Stores your cookie choices and the ID of your consent record. | 6 months where optional categories start off (see Your choices), including wherever we cannot determine your location; 12 months elsewhere | First party |
fin_consent_queue | Local storage | Holds up to five recent cookie choices that haven't reached our servers yet, so they can be recorded on your next visit. Each one is removed as soon as it's recorded. | Until your choices are recorded on our servers | First party |
messages | Cookie | Carries a one-time notice, such as a sign-out confirmation, to the next page. | Until the notice is shown, or the browser closes | First party |
| Staff interface preferences | Local storage | Staff administration pages only: remember the color theme and whether the side menu is open. | Until you clear them | First party |
| Staff interface view state | Session storage | Staff administration pages only: keep the side menu filter and which list filters are expanded. | Until the tab closes | First party |
| Microsoft sign-in cookies | Cookie | Set by Microsoft on its own sign-in pages (login.microsoftonline.com) when you sign in. Covered by Microsoft's privacy statement. | Set by Microsoft | Third party (Microsoft) |
| Intuit QuickBooks cookies | Cookie | Set by Intuit on its own QuickBooks pages when your company connects or disconnects QuickBooks. Covered by Intuit's privacy statement. | Set by Intuit | Third party (Intuit) |
Analytics
Measure how the portal is used so we can engineer a better one. Nothing in this category runs today.
None in use today. If we add any, they'll be listed here first, and they won't load until you allow this category.
Marketing
Advertising pixels and embedded media that track you across sites. Nothing in this category runs today.
None in use today. If we add any, they'll be listed here first, and they won't load until you allow this category.
Preferences
Remember choices between visits, such as the company you last opened and the width of the Copilot panel.
| Name | Type | Purpose | Duration | Set by |
|---|---|---|---|---|
financiario_client_id | Local storage | Reopens the company you last selected in the portal on your next visit. Without your consent it is kept only for the current tab. | Until you clear it or withdraw consent | First party |
cpWidth | Local storage | Remembers the width you dragged the Copilot panel to. | Until you clear it or withdraw consent | First party |
Third parties
None on our pages. Fonts, scripts and styles are served from our own domain. Sign-in happens on Microsoft's own pages, under Microsoft's privacy statement. If your company connects QuickBooks, that step happens on Intuit's own pages, which set Intuit's cookies under Intuit's privacy statement.
How we record consent
Each choice is stored as a new record with: a random consent ID, the time you chose and the time we received it, the policy version, your region and country, the choices you made, whether your browser sent Global Privacy Control, your browser's user-agent string, and your account if you were signed in. Instead of your IP address we store a keyed hash of a shortened network address. These records exist so we can show that consent was given, or withdrawn, if we're asked. How long we keep them: 3 years. More in the Privacy Notice.
Questions and complaints
Questions about this policy: support@financiario.com. To complain, or to reach a supervisory authority, see Complaints in the Privacy Notice.