Who we are
Strafi is a trading name of Scalepoint Partners Ltd (company number 15622199), a company registered in England and Wales. Our registered office is 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ. In this policy, "Strafi", "we", "us", and "our" refer to Scalepoint Partners Ltd.
We are the data controller for personal data collected through the Strafi service. You can contact us at martin@scalepointpartners.com.
What Strafi does
Strafi is a financial intelligence service delivered via WhatsApp. It reads your FreeAgent accounting data on a read-only basis and surfaces financial insight in plain English. Strafi never writes to, modifies, or posts anything to your FreeAgent account.
Strafi is observational only. We read your data to explain it back to you. We do not use it for any other purpose.
What data we collect
We collect and process the following data:
- WhatsApp number — to identify you and deliver responses via Twilio's WhatsApp API.
- FreeAgent OAuth tokens — access and refresh tokens that allow Strafi to read your FreeAgent data on your behalf. These are stored securely in our database.
- FreeAgent financial data — bank balances, VAT returns, corporation tax returns, invoices, and profit and loss data. This data is fetched on demand when you send a command, processed to generate your briefing or answer, and not retained beyond what is needed to serve your request.
- Conversation context — questions generated during a session are stored temporarily so you can reply with a number (1, 2, or 3) to retrieve an answer. This context is overwritten on each new session.
We also collect the following personal information you provide directly:
- Your name — used to personalise your briefings and messages.
- Your email address — used to send your dashboard link and occasional product updates, if you consent to this.
- Your role and business description — used to calibrate Strafi's output to your context.
- Your financial literacy score — used to adjust the language and depth of your briefings.
How we use your data
Your data is used solely to provide the Strafi service — generating financial briefings, questions, and answers in response to your WhatsApp commands. Specifically:
- Your WhatsApp number is used to route messages to you via Twilio.
- Your FreeAgent tokens are used to fetch your financial data on demand.
- Your financial data is passed to Anthropic's Claude API to generate plain English narration. It is not stored by Anthropic beyond the duration of the API call, subject to Anthropic's own data processing terms.
- Your financial data is used to generate voice notes via ElevenLabs' text-to-speech API. It is not stored by ElevenLabs beyond the duration of the API call.
We also analyse patterns in how signals fire and how users interact with Strafi — for example, which signals are followed by user engagement — in order to improve the accuracy of our financial signal engine. This analysis uses aggregated behavioural patterns, not individual financial data, and is conducted under our legitimate interest in improving the service. Signal firing history is logged for this purpose.
We do not sell, share, rent, or use your data for advertising or marketing purposes.
Legal basis for processing
We process your data on the basis of your consent, given when you request early access and connect your FreeAgent account, and on the basis of legitimate interests in providing the service you have requested.
Data storage and security
Your data is stored in a PostgreSQL database hosted on Railway's infrastructure. Railway operates data centres primarily in the United States. If you have concerns about cross-border data transfer, please contact us before using the service.
We take reasonable technical measures to protect your data, including encrypted connections, token-based authentication with FreeAgent, and restricted API key access. OAuth tokens are stored in encrypted form.
Third-party processors
Strafi uses the following third-party services to operate:
- Twilio — WhatsApp message delivery. Your WhatsApp number is shared with Twilio to route messages.
- Anthropic — AI narration. Your financial data is passed to Anthropic's API to generate responses.
- ElevenLabs — Voice note generation. Briefing text is passed to ElevenLabs to produce audio.
- Railway — Infrastructure and database hosting.
- Resend — Email delivery. Your email address and name are passed to Resend to send your dashboard link and product updates.
- FreeAgent — Source of your financial data via OAuth.
Each of these processors has their own privacy policy and data processing terms.
Your rights
Under UK GDPR, you have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your data
- Withdraw consent at any time
- Lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk
To exercise any of these rights, contact us at martin@scalepointpartners.com. We will respond within 30 days.
Data retention
We retain your WhatsApp number and FreeAgent tokens for as long as you use the service. If you ask us to delete your account, we will remove all data associated with you within 30 days. Conversation context is overwritten on each session and is not retained long-term.
Not financial advice
Strafi provides financial information and commentary for informational purposes only. Nothing Strafi produces constitutes financial advice, tax advice, or professional guidance of any kind. Always consult a qualified professional before making financial decisions.
Changes to this policy
We may update this policy from time to time. Material changes will be communicated via WhatsApp to active users. The date at the top of this page reflects the most recent update.
Contact
Scalepoint Partners Ltd · martin@scalepointpartners.com