Privacy Policy
Effective Date: June 27, 2026
Invoia, LLC ("we," "us," or "our") operates the website located at www.invoiaconsulting.com (the "Site"). We are committed to protecting the privacy and security of the personal and professional information of our clients, prospective partners, and website visitors.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Site or engage our professional accounts receivable and cash flow optimization advisory services.
1. Information We Collect
Because we operate strictly within a Business-to-Business (B2B) consulting framework, we only collect information necessary to evaluate operational inquiries and deliver our advisory services.
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Voluntary Information Provided by You: We collect information that you explicitly submit through our contact forms, scheduling tools, or direct communications (such as emails or phone calls to (727) 238-5950). This may include your name, corporate email address, business phone number, job title, company name, and any operational context or details you provide regarding your firm's accounts receivable workflows.
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Automated Data Collection: Like most corporate websites, our Site automatically collects standard, non-identifying technical data via cookies and server logs to optimize website performance. This may include your IP address, browser type, operating system, referring URLs, and details about your interaction with our Site.
2. How We Use Your Information
We use the information we collect solely to support our strategic advisory functions. Specifically, we use your information to:
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Respond to inquiries regarding our service tiers (including our AR Quick Review, Process Improvement Sprints, and Ongoing Advisory Support).
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Schedule executive diagnostic sessions and deliver strategic recommendations, blueprints, or custom management dashboards.
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Maintain professional communication with our active client base and our trusted professional referral networks (such as fractional CFOs, CPAs, and banking partners).
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Analyze website traffic patterns to improve the visual hierarchy, speed, and usability of our digital platform.
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Ensure compliance with our professional liability, legal, and operational insurance requirements.
3. Sharing and Disclosure of Information
We use the information we collect solely to support our strategic advisory functions. Specifically, we use your information to:
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Respond to inquiries regarding our service tiers (including our AR Quick Review, Process Improvement Sprints, and Ongoing Advisory Support).
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Schedule executive diagnostic sessions and deliver strategic recommendations, blueprints, or custom management dashboards.
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Maintain professional communication with our active client base and our trusted professional referral networks (such as fractional CFOs, CPAs, and banking partners).
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Analyze website traffic patterns to improve the visual hierarchy, speed, and usability of our digital platform.
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Ensure compliance with our professional liability, legal, and operational insurance requirements.
4. B2B Confidentiality & Operational Data
Please note that during formal client engagements, any corporate operational metrics, aging reports, financial workflows, or documentation provided to us for analysis are treated as highly confidential corporate assets. All final implementations, workflow adjustments, and accounting platform configurations remain the exclusive operational and legal responsibility of the client’s internal management.
5. Third-Party Links
Our Site may contain links to third-party websites (such as scheduling tools or accounting networks). We are not responsible for the privacy practices or the content of those external platforms. We encourage you to read the privacy policies of any third-party site you visit.
6. Your Rights and Choices
You have full control over the communication you receive from us. You may contact us at any time to:
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Review, update, or correct the contact information we have on file for you or your business.
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Opt-out of any future advisory updates or marketing communications.
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Request the permanent deletion of your contact form data from our website databases.
7. Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time to reflect changes in our operational workflows or legal requirements. Any updates will be posted directly to this page with an updated "Effective Date."
8. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us through our official communication channels:
Invoia, LLC Phone: (727) 238-5950
Email: info@invoiaconsulting.com