Privacy Policy

The Monthly Close (“we,” “us,” or “our”) is operated by WizdomLink Ltd, a company registered in Israel.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information through https://themonthlyclose.com/ (the “Website”), including implementation inquiries, newsletter subscriptions, website operations, and related communications.

The Website provides finance insights, educational content, software research and comparisons, and opportunities to inquire about finance AI implementation support.

Depending on your interactions with the Website, information we collect may include:

Contact and business information: Your name, work email address, company, role, workflow or challenge, and other information you choose to submit through an inquiry.

Newsletter information: Your email address, subscription status, signup source, registration date, and records associated with your subscription choice.

Submission and operational information: Submission identifiers, timestamps, form identifiers, entry pages, validation results, and information used to protect forms against spam, duplicate submissions, or abuse.

Technical information: Information processed by our hosting and security infrastructure, such as IP addresses, browser and device information, request logs, and security signals.

Communications: Information you provide during subsequent correspondence about an inquiry, privacy request, or business discussion.

If optional analytics, attribution, or advertising technologies are introduced, they may process additional information as described in Sections 05–08, subject to the applicable notices and choices.

Please do not submit passwords, sensitive personal information, confidential financial statements, or proprietary company data through general Website forms.

We use personal information as applicable to:

• Receive, assess, and respond to implementation inquiries.
• Communicate about requested support.
• Manage newsletter subscriptions and send requested communications.
• Operate, maintain, and secure the Website.
• Detect spam, fraud, duplicate submissions, and automated abuse.
• Maintain appropriate business and preference records.
• Respond to privacy requests.
• Comply with applicable legal obligations and protect our rights.

If optional measurement or advertising technologies are introduced, additional purposes may include traffic measurement, attribution, conversion reporting, and permitted marketing activity, subject to the applicable requirements and choices.

Depending on the activity and applicable law, processing may rely on consent, steps requested before entering a contract, legitimate interests, legal obligations, or another applicable legal basis.

Implementation inquiries

When you submit an inquiry, we collect and store the information provided to assess and respond to your request.

Submitting an inquiry does not create a client relationship, guarantee a meeting or engagement, or automatically subscribe you to promotional emails.

Newsletter subscriptions

Newsletter registration is a separate, optional action. We use subscription information to manage the subscription and send finance insights and other relevant communications consistent with the signup wording and applicable law.

Promotional emails include an unsubscribe mechanism. Operational messages about an inquiry or privacy request are distinct from promotional communications.

An inquiry and newsletter subscription may relate to the same person, but they remain separate purposes.

The Website may in the future use first-party analytics, campaign attribution, and conversion measurement to understand how visitors discover and interact with its content and forms.

Depending on the implemented tools and applicable permissions, such processing may involve visitor and session identifiers, referring pages, campaign parameters, advertising click identifiers, page activity, CTA interactions, form interactions, and conversion events.

Available attribution information may be associated with an inquiry where permitted.

The presence of this section does not mean that these optional technologies are currently active. Specific tools, processing practices, and privacy choices will be described and verified before activation.

We distinguish operational processing needed to receive and protect an inquiry from optional analytics or advertising processing.

Cookies and similar technologies may serve different purposes:

Necessary: Supporting essential functionality, security, abuse prevention, and requested services.

Preferences: Remembering settings or choices where implemented.

Statistics and analytics: Understanding Website use, traffic sources, engagement, and conversions where implemented and permitted.

Marketing: Advertising measurement, audience creation, or remarketing where implemented and permitted.

The categories described here do not mean that every category is currently in use.

Where optional technologies are introduced, applicable information about providers, purposes, duration, and available controls will be provided.

Declining optional analytics or advertising must not prevent ordinary browsing or submission of a business inquiry.

Privacy and consent requirements may differ by jurisdiction and processing purpose.

Where prior consent is required, technologies requiring that consent must not be activated before the relevant permission is obtained.

Where applicable law permits processing on a notice-and-opt-out basis, the applicable information and choices must be provided.

Where required, qualifying opt-out preference signals, including Global Privacy Control, will be respected for the relevant processing.

Withdrawal of consent does not affect the lawfulness of processing performed before withdrawal.

When optional tracking controls are implemented, this Policy and the Website will explain how to access them. This section does not represent that a cookie-preference control is already available.

Cookie and analytics choices are separate from newsletter subscription choices.

The Website may in the future use advertising and conversion technologies, including browser-based or server-side measurement.

Potential activities may include advertising performance measurement, conversion attribution, audience creation, and remarketing.

Before introducing such processing, the applicable providers, information flows, notices, consent requirements, and opt-out mechanisms must be established and reflected in this Policy.

Certain disclosures to advertising platforms may qualify as sharing, targeted advertising, or a regulated sale under applicable privacy laws, even when no contact list is sold.

This section does not itself indicate that advertising pixels, conversion APIs, or remarketing are active.

We send promotional communications where permitted by applicable law and supported by any required consent.

Messages may include finance insights, educational materials, software research, implementation guidance, and relevant service information consistent with the applicable subscription or permission.

Promotional communications include a method to unsubscribe.

Newsletter preferences are independent of cookie and analytics choices. Accepting cookies does not subscribe you to emails, and subscribing to emails does not enable analytics or advertising.

We may disclose personal information to service providers where necessary to operate the Website, store submissions, protect forms, manage subscriptions, deliver communications, or support related business operations.

Providers may include hosting, cloud infrastructure, database, security, email, and operational service providers.

Depending on their role and applicable arrangements, providers process information on our behalf or as described in their own privacy documentation.

An implementation inquiry does not authorize unrestricted distribution of your contact information to unrelated suppliers. If responding to a request involves introducing a separate implementation provider, the relevant provider relationship and information sharing will be explained before the introduction or disclosure, with any required permission obtained.

We may also disclose information where legally required, to protect rights or security, or in connection with a lawful corporate transaction.

Any future advertising-related disclosures will be addressed through the applicable notices and choices described above.

The Monthly Close is operated by WizdomLink Ltd, a company registered in Israel.

Personal information may be processed in Israel and other jurisdictions where our service providers operate.

Where applicable law requires safeguards for international transfers, appropriate contractual, legal, or other permitted mechanisms will be used.

We retain personal information for as long as reasonably necessary to handle inquiries, manage subscriptions, maintain relevant business records, protect the Website, and meet legal obligations.

Retention may differ by information category and purpose. Subscription and permission records may be retained where necessary to document preferences or compliance.

We use reasonable technical and organizational safeguards appropriate to the processing, including access restrictions, validation, and protections against unauthorized access or abuse.

No internet-based system can be guaranteed completely secure.

This Policy does not prescribe a fixed cookie or database retention period that has not been verified against the actual implementation.

Depending on applicable law, you may have rights to:

• Access personal information.
• Correct inaccurate information.
• Request deletion.
• Object to or restrict certain processing.
• Withdraw consent.
• Opt out of direct marketing.
• Opt out of qualifying sale, sharing, or targeted advertising.
• Exercise other applicable privacy rights.

Rights may be subject to legal exceptions and identity verification.

Where applicable, individuals in the EEA or United Kingdom may also have the right to lodge a complaint with a supervisory authority.

Newsletter subscribers can use the unsubscribe mechanism in promotional emails.

Use the Website’s available contact channel for other privacy requests. Responding to a privacy request does not require subscribing to a newsletter.

The Website is intended for business professionals and is not directed to people under 18.

We do not knowingly seek to collect children’s personal information.

We may update this Policy to reflect changes in Website functionality, information practices, technologies, or legal requirements.

The “Last updated” date identifies the current version. Additional notice of material changes will be provided where required.

The Monthly Close Operated by WizdomLink Ltd Registered in Israel

Website: https://themonthlyclose.com/

For privacy inquiries, use the Website’s available contact channel.

Also see: Terms & Conditions.