Privacy Policy
Last Updated: April 6, 2026
Analytics Incite LLC (“we,” “us,” or “our”) is committed to protecting the privacy of individuals who interact with our services. This Privacy Policy describes how we collect, use, and safeguard information in connection with our business operations, including our financial data services and SMS messaging program.
Company Information
Analytics Incite LLC
1912 Bowens Island Road, Charleston, SC 29412
Email: lucas@analyticsincite.com
Information We Collect
We collect the following categories of information in the course of providing our services:
Business Contact Information: Names, email addresses, phone numbers, and job titles of staff members and business contacts at client organizations.
Event and Booking Data: Private event details including dates, venues, guest counts, and financial information related to event bookings managed through our platform.
Communication Records: Records of SMS messages, email notifications, and alerts sent through our systems.
Technical Data: Device information, IP addresses, and usage data collected automatically when interacting with our web-based services.
How We Use Information
We use the information we collect to:
- Provide event management and analytics services to our clients
- Send operational SMS alerts and notifications to authorized staff members
- Process bookings, invoices, and payments
- Generate business intelligence reports and analytics
- Maintain and improve our technology platform
- Comply with legal obligations
SMS Messaging Program
Analytics Incite operates an SMS alert program for authorized staff members at client organizations. This program sends operational notifications related to private event management, including:
- New inquiry alerts
- Booking status updates
- Payment and balance reminders
- Pipeline health summaries
- Time-sensitive action items
Message frequency varies based on business activity. Message and data rates may apply. Staff members can opt out at any time by replying STOP to any message. For help, reply HELP or contact lucas@analyticsincite.com.
Phone numbers collected for the SMS program are used solely for delivering operational alerts. We do not sell, rent, or share phone numbers with third parties for marketing purposes.
Information Sharing
We do not sell personal information to third parties. We may share information only in the following circumstances:
- With client organizations whose staff members use our services, as necessary to provide those services
- With service providers who assist in operating our platform (such as cloud hosting, email delivery, and SMS delivery providers), subject to appropriate data protection agreements
- When required by law, regulation, or legal process
- To protect the rights, safety, or property of Analytics Incite, our clients, or others
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted communications, access controls, and secure data storage.
Data Retention
We retain information for as long as necessary to provide our services and fulfill the purposes described in this policy, unless a longer retention period is required by law.
Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us at lucas@analyticsincite.com. We will respond to such requests within a reasonable timeframe.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify affected individuals of material changes by posting the updated policy on this page with a revised “Last Updated” date.
Contact Us
Analytics Incite LLC
Email: lucas@analyticsincite.com
1912 Bowens Island Road, Charleston, SC 29412
Financial Data Services — Plaid Integration
In connection with our bookkeeping and financial reconciliation services, we use Plaid Inc. (“Plaid”) to connect to our clients’ bank accounts and credit card accounts for the purpose of retrieving financial transaction data for reconciliation.
Financial Information We Collect Through Plaid
Through our integration with Plaid, we may collect the following types of financial information with your authorization: account holder name and account identifiers; account balances; transaction history including dates, amounts, and descriptions; and account and routing numbers as needed for reconciliation purposes.
How We Use Your Financial Information
We use the financial information collected through Plaid solely for the purposes authorized by our clients, which include: performing bank account and credit card reconciliation; preparing financial records and reports; and supporting bookkeeping and accounting functions for our clients’ businesses.
How We Protect Your Financial Information
We take the security of your financial data seriously. All data is processed and stored within our Microsoft 365 and Azure environment, which provides: encryption of all data in transit using TLS 1.2 or higher; encryption of all data at rest using BitLocker and Microsoft service encryption; multi-factor authentication for all access to systems containing financial data; role-based access controls limiting data access to authorized personnel; and continuous endpoint protection and vulnerability scanning through Microsoft Defender.
Financial Data Sharing
We do not sell, rent, or trade your financial information to third parties. We do not share your financial information except: with your authorization as part of the services we provide to our clients; as required by law, regulation, or legal process; or with service providers who assist in delivering our services, subject to confidentiality obligations.
Financial Data Retention
We retain financial data for the duration of the active client engagement and for seven (7) years thereafter to comply with tax and regulatory recordkeeping requirements. After the retention period, data is securely deleted in accordance with our Data Retention and Disposal Policy.
Your Rights Regarding Financial Data
You have the right to: request information about the financial data we hold; request correction of inaccurate data; request deletion of your data, subject to legal retention requirements; and revoke your authorization for Plaid-based data access at any time.
To exercise any of these rights, please contact us at: lucas.barber@analyticsincite.com or 1912 Bowens Island Road, Charleston, SC 29412.