Privacy Policy for National Utility Advisors Last Updated: January 13, 2026

1. Introduction National Utility Advisors ("we," "us," or "our") respects your privacy. This Privacy Policy describes how we collect, use, and protect the data obtained through our application when you connect it to your accounting platforms (such as QuickBooks Online or NetSuite).

2. Information We Collect To provide our utility auditing and cost-saving services, we access and store the following specific data from your connected accounting software:

  • Utility Bills & Invoices: Attachments (PDFs) and metadata related to utility expenses (gas, electric, water, sewer, etc.).

  • Expense Data: Vendor names, transaction dates, amounts, and general ledger account categories associated with utility spending.

  • Company Information: Basic company details (Name, Realm ID, etc.) required to verify the connection.

3. How We Use Your Information We use this data solely for the following purposes:

  • Auditing: To review utility rates, tariffs, and usage patterns.

  • Cost Savings: To identify billing errors, overcharges, or opportunities for rate reduction.

  • Service Delivery: To facilitate the transfer of documents to our secure review system.

4. Data Storage and Security

  • Storage: Data is securely processed and stored using Google Cloud Platform (GCP) services, including Firestore and Google Drive.

  • Security: We utilize industry-standard encryption (HTTPS/TLS) during data transmission and storage. Access to your data is restricted to authorized personnel directly involved in the auditing process.

5. Data Sharing We do not sell your personal or financial data to third parties. We only share data with:

  • Internal Auditors: Our authorized staff for the purpose of manual review.

  • Service Providers: Trusted cloud infrastructure providers (Google Cloud) necessary to run the application.

  • Legal Requirements: If required by law or valid legal process.

6. Your Data Rights You may disconnect the application at any time via your accounting platform’s "My Apps" or "Integrations" dashboard. Upon disconnection, you may request the deletion of your stored data by contacting us.

7. Contact Us If you have questions about this policy or our data practices, please contact us at:

  • Email: daniel@nationalua.com

  • Website: NationalUA.com