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Data protection

Data Portability and Switching

How Spifex customers can export workspace data, switch providers and get transition assistance under EU data portability and switching rules.

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This page explains how Spifex supports data portability and switching. It is intended to help customers understand how to retrieve their data, move to another provider and plan a controlled exit. Where Regulation (EU) 2023/2854 (the Data Act) and its national implementations apply to the relevant service, those requirements are taken into account.

It should be read with the Data Processing Agreement and the Data Retention Policy.

Your data, in a usable format

Customers can export workspace data during the subscription term. Available exports depend on the workspace plan and modules, but may include:

  • cash flow entries and planned movements;
  • settlements, transfers and payment records;
  • bank account references and reconciliation records;
  • ledger categories and classification data;
  • projects, departments, counterparties and inventory records;
  • users, roles and workspace settings; and
  • reports and KPI data available in the product.

Exports are provided in commonly used, machine-readable formats such as CSV or structured files. Where a format is product-specific, we will provide documentation or a mapping to help the receiving provider.

How to request an export

  1. Use the export feature in the workspace where available.
  2. If you need a broader export, contact legal@spifex.com from an authorized account email.
  3. Include the workspace, data scope and preferred format.
  4. We may verify your authority before processing the request.

We aim to provide standard exports promptly. Complex or very large exports may require additional time and coordination.

Switching to another provider

If you decide to move to another provider:

  • export the data you need before the end of the subscription or transition period;
  • confirm which records are maintained by your banking, accounting or payment providers;
  • review retention and deletion obligations;
  • revoke integrations and AI connections you no longer need; and
  • confirm the final deletion date for your workspace.

Spifex will provide reasonable assistance to support an orderly transition, including documentation and export support, where required by the agreement or applicable law.

Transition period

When a paid subscription ends, access to paid features may stop at the end of the paid period. We recommend exporting data before that date. Any additional transition or read-only period is described in the applicable order or plan.

After the agreement ends, we delete or return customer personal data as described in the DPA, unless law requires continued storage.

Switching charges

We do not charge a separate fee for standard data exports. Any costs for extraordinary assistance, custom formats or migration work will be agreed in advance.

Where the EU Data Act or national law prohibits or limits switching charges, those rules apply.

Dependencies and third-party data

Some data in your workspace may originate from banks, payment providers, accounting systems or other integrations. Those providers may have their own export and retention processes. Spifex can export the data it stores, but cannot guarantee that a third party will provide historical data after you disconnect.

Security

Exports contain sensitive financial data. Use secure transfer methods, restrict access to the exported files and delete them when no longer needed.

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