Effective August 11, 2026. This Privacy Policy describes how Pilot.com, Inc. (“Pilot”) handles information through Meridian Lite (“Connector”).
| Data we collect | How does Pilot use this data? | Does Pilot retain this data? | Does Pilot share this data? |
|---|---|---|---|
| Accounting data requested through the Connector | To provide the Connector | No. Retention in the AI service, QuickBooks, and Xero depends on your settings. | No. You direct the sharing of this information through the Connector. |
| Name and verified email associated with Intuit, Xero, and/or Google account of person signing in | To provide the Connector To send you marketing communications about the Connector or other Pilot products or services | Yes. You can opt out of marketing communications and/or request deletion of this data from our marketing systems | Yes, in the ordinary course with service providers (e.g., AWS) that enable the Connector and Pilot’s marketing operations |
| Your Intuit, Xero, and/or Google account identifier | To provide the Connector | Yes | Yes, in the ordinary course with service providers (e.g., AWS) that enable the Connector. |
| Identifiers and labels for connected QuickBooks companies and Xero organizations | To provide the Connector | Yes, in encrypted form while the QuickBooks company or Xero organization is connected | Yes, in the ordinary course with service providers (e.g., AWS) that enable the Connector |
| Encrypted Intuit, Xero, and/or Google OAuth credentials | To provide the Connector | Yes, in encrypted form while the QuickBooks company or Xero organization is connected | Yes, in the ordinary course with service providers (e.g., AWS) that enable the Connector Your credentials are never shared with the connected AI service |
| Limited usage, security, and diagnostic information | To operate and secure the Connector and provide support | Yes. Pilot retains limited operational logs for as long as reasonably necessary to operate and protect the service, investigate incidents, provide support, and satisfy legal obligations | Yes, in the ordinary course with service providers (e.g., AWS) that enable the Connector |
We may also use or share any of the above information to comply with any obligations imposed by law or to prevent or address fraud or abuse of the Connector. Information retained in Pilot’s records may be shared similarly to other business data in the context of Pilot undergoing a transformative corporate event such as a change of control or bankruptcy.
The Connector is intended for business (and not personal) use by users in the United States.
If you have any questions, please reach out to meridian-mcp@pilot.com.