How we collect, use, and protect your information. Last updated February 2026.
Visory Pty Ltd ("Visory", "we", "us") is committed to protecting the privacy of individuals who interact with our services and platform. This policy outlines how we handle personal information in accordance with the Australian Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and applicable US federal and state privacy regulations.
We collect personal information that you provide directly to us, including: your name, email address, phone number, firm name and role when you request a demo, contact us, or create an account. We also collect usage data about how you interact with our platform to improve our services.
We use the information we collect to: provide and maintain our platform services, respond to your enquiries and demo requests, send you relevant product updates and communications (with your consent), analyse platform usage to improve our services, and comply with our legal obligations.
We implement industry-standard security measures to protect your personal information. All data is encrypted in transit and at rest. Our platform infrastructure is hosted in secure, SOC 2 compliant environments. We conduct regular security assessments and maintain strict access controls.
Financial data processed through the Visory Agent Platform on behalf of accounting firms is treated with the highest level of confidentiality. This data is processed according to the terms of our service agreements with client firms and is never used for purposes beyond delivering the contracted services.
We do not sell your personal information. We may share information with trusted service providers who assist in operating our platform (such as cloud infrastructure providers), but only under strict contractual obligations to protect your data. We may also disclose information when required by law.
You have the right to: access the personal information we hold about you, request correction of inaccurate information, request deletion of your personal information (subject to our legal obligations), opt out of marketing communications at any time, and lodge a complaint with the Office of the Australian Information Commissioner (OAIC).
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We may update this privacy policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a revised "last updated" date.
If you have questions about this privacy policy or how we handle your personal information, please contact us at [email protected] or write to us at our Melbourne or New York offices.