Introduction
At BookWell ("we," "us," or "our"), we believe in being clear about how we use your information. This Cookie Policy explains how we use cookies and similar technologies (such as pixel tags and local storage) when you visit our website (https://bookwell.ai) or use our AI Workforce platform (the "Services").
This policy should be read alongside our Privacy Policy.
What are Cookies?
Cookies are small text files stored on your device (computer, tablet, or smartphone) when you visit a website. They are not viruses or malicious code. They are widely used to make websites work ("Essential Cookies") or work more efficiently ("Performance Cookies"), as well as to provide reporting information.
First-party cookies are set by BookWell directly.
Third-party cookies are set by our partners (e.g., analytics providers like Google or security providers like Auth0).
How We Use Cookies (Our Categories)
Given the nature of our services—managing sensitive financial data—our primary use of cookies is for security and authentication.
3.1 Strictly Necessary Cookies (The "Must-Haves") These cookies are critical for the secure operation of our Services. Without them, you cannot log in, your financial data cannot be encrypted securely, and the "AI Agents" cannot perform their tasks.
Examples: Identity management cookies (e.g., via Auth0 to keep you logged in securely), session tokens that prevent Cross-Site Request Forgery (CSRF) attacks, and load-balancing cookies.
Opt-out: You cannot opt out of these cookies as they are required for the system to function.
3.2 Functionality & Preference Cookies These cookies allow our Site to remember choices you make to provide a personalized experience.
Examples: Remembering your language, your "AI Persona" settings (e.g., the tone of the AI Manager), or keeping the sidebar collapsed.
3.3 Analytics and Performance Cookies We use these to understand how users interact with our platform so we can improve the AI's efficiency.
Examples: Google Analytics. We track metrics like "Time on Page" or "Error Rates" to debug issues. We do not use these cookies to track your individual financial transactions. The data is aggregated and anonymized.
3.4 Marketing & Conversion Cookies These cookies are used to measure the effectiveness of our marketing campaigns. They help us understand if a user signed up after clicking an ad on LinkedIn or Google.
Note on Financial Data: We NEVER use your banking data, invoices, or financial records for advertising targeting. These cookies only track your navigation on our public marketing site.
Third-Party Technologies
We partner with trusted third-party providers to deliver our Services. You may encounter cookies from:
Security & Auth: Auth0 (Okta) – Essential for secure login.
Analytics: Google Analytics – For website performance stats.
Advertising: LinkedIn Insight Tag / Google Ads – To measure B2B marketing performance. (Used primarily on our public marketing pages, not within the secure banking dashboard).
Your Choices and Control
You have the right to decide whether to accept or reject non-essential cookies.
Cookie Consent Banner: Upon your first visit, you will be presented with a banner allowing you to opt-in or opt-out of non-essential categories (Analytics & Marketing).
Browser Settings: You can set or amend your web browser controls to accept or refuse cookies. If you choose to reject cookies, you may still use our website, though your access to some functionality and areas (especially the secure dashboard) may be restricted or completely blocked.
Opt-Out Links:
Google Analytics: https://tools.google.com/dlpage/gaoptout
Your Online Choices (Global): http://www.youronlinechoices.com/
Changes to This Policy
We may update this Cookie Policy to reflect changes in technology or legislation (such as changes to the Privacy Act 1988). Please revisit this page periodically to stay informed.
Contact Us
If you have questions about our use of cookies, please contact:
info@bookwell.ai