Nexvisory Cookie Policy

1. Introduction

This Cookie Policy explains how Nexvisory ("Nexvisory", "we", "us", or "our") uses cookies and similar tracking technologies on our website and our web-based business management platform (the "Platform" or "Service"). It explains what these technologies are, why we use them, and the choices available to you in relation to their use.

This Cookie Policy should be read alongside our Privacy Policy, which explains more broadly how we collect, use, and protect personal data, and our Terms and Conditions, which govern your use of the Platform. Where this Cookie Policy refers to "personal data," that term has the same meaning as in our Privacy Policy.

By continuing to browse or use our website and the Platform, and by managing your preferences through any cookie banner or preference centre we provide, you can control how cookies are used in connection with your visit, subject to the essential cookies described in Section 4, which are necessary for our website and Platform to function.

2. What Are Cookies?

Cookies are small text files that are placed on your computer, phone, tablet, or other device when you visit a website. They are widely used to make websites work, work more efficiently, and to provide information to the owners of a website.

Cookies set by the website owner (in this case, Nexvisory) are called "first-party cookies." Cookies set by parties other than the website owner are called "third-party cookies." Third-party cookies enable third-party features or functionality to be provided on or through the website, such as analytics or advertising. The parties that set these third-party cookies can recognise your device both when it visits the website in question and when it visits certain other websites.

Cookies can also be categorised by how long they last. "Session cookies" are temporary and are deleted from your device once you close your browser. "Persistent cookies" remain on your device for a set period of time, or until you delete them manually, and are typically used to remember your preferences across multiple visits, such as your cookie consent choices or display settings.

3. Similar Technologies

In addition to cookies, we may use other similar technologies to store and retrieve information on your device, including:

• Local storage and session storage: browser-based storage mechanisms that allow websites and web applications to store information locally within your browser, often used to support Platform functionality such as remembering your Account session or draft form entries.
• Pixels and web beacons: small, often invisible, graphic images embedded in web pages or emails that help us understand whether an email has been opened or a webpage has been visited.
• Software development kits (SDKs): code embedded in certain integrations that may collect technical or usage information in a manner similar to cookies.

For simplicity, we refer to all of these technologies collectively as "cookies" throughout this policy, except where we specifically distinguish between them.

3.1 Why We Use Local Storage in the Platform

Because the Platform is a business management tool that many Customers rely on throughout the working day, we make particular use of local and session storage to keep the Platform fast and responsive. For example, local storage may be used to temporarily hold draft information you are entering into a project, invoice, or customer record before it is saved, so that this information is not lost if you accidentally navigate away from a page or experience a brief loss of internet connectivity. This information is stored locally on your device and is used to support the functionality of the Platform, rather than for advertising or cross-site tracking purposes.

4. Why We Use Cookies

We use cookies for a number of reasons, which generally fall into the following categories.

4.1 Strictly Necessary (Essential) Cookies

These cookies are essential to provide you with services available through our website and the Platform, and to enable you to use certain features of them. Without these cookies, services you have asked for, such as remembering your login session, cannot be provided. These cookies do not gather information about you for marketing purposes.

Examples of what strictly necessary cookies help us do:

• Keep you logged into your Account as you navigate between pages of the Platform;
• Remember items you have entered into a multi-step form before you complete it;
• Balance load across our servers to keep the Platform running smoothly;
• Detect and prevent fraudulent or unauthorised use of the Platform, and protect the security of your Account;
• Remember your cookie consent preferences, so we do not need to ask again on every visit.

Because these cookies are essential to the operation of our website and the Platform, they cannot be switched off through our cookie preference tools. You can still block or delete them by changing your browser settings, but doing so is likely to affect how our website and Platform function, and some parts of the Service may not work properly, or at all, as a result.

4.2 Performance and Analytics Cookies

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our website and the Platform. They help us understand which pages are the most and least popular, how visitors move around the website, and whether users encounter error messages on certain pages.

All information these cookies collect is aggregated and, where possible, anonymised or pseudonymised. It is used only to improve how our website and the Platform work. If you do not allow these cookies, we will not be able to monitor performance in the same way, and it will be more difficult for us to identify and resolve issues affecting your experience.

4.2.1 What Analytics Cookies Do Not Do

Analytics cookies used on our public marketing website are not used to read, analyse, or otherwise process the content of Customer Data stored within the Platform, such as the contents of customer records, project notes, HR files, or financial entries. Their purpose is limited to understanding how our website and Platform interfaces are used at a technical level — for example, which buttons are clicked or which pages generate errors — not the substantive business information Customers store using those features.

4.3 Functionality Cookies

These cookies enable our website and the Platform to provide enhanced functionality and personalisation. They may be set by us or by third-party providers whose services we have added to our pages. Examples include:

• Remembering choices you make, such as your preferred display settings, language, or region;
• Remembering the state of collapsible panels, filters, or dashboard layouts within the Platform, so your workspace looks the way you left it;
• Supporting embedded features such as chat widgets used by our support team.

If you do not allow these cookies, some or all of these services may not function properly, and certain personalisation features may not be available to you.

4.4 Targeting and Marketing Cookies

These cookies may be set through our website by our advertising partners, where used. They may be used by those companies to build a profile of your interests and show you relevant advertisements on other websites. They do not directly store personal data but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising, though you may still see a similar number of advertisements — they simply will not be tailored to your interests based on your activity on our website.

We only use targeting and marketing cookies where we have an appropriate legal basis to do so, including, where required, your consent.

4.5 Cookies Used for Fraud Prevention and Security

In addition to the categories above, certain cookies and similar technologies are used specifically to help detect and prevent fraudulent sign-ups, abuse of promotional offers such as our Free Trial or 14-day money-back guarantee, and other activity that could compromise the security or integrity of the Platform. These cookies are treated as strictly necessary for the purposes of this policy, as they support the safe and fair operation of our Service for all Customers.

5. Cookies Used on Our Website and Platform

While the specific cookies in use may change over time as we update our website and the Platform, the table below sets out the general categories and typical purposes of cookies you may encounter.

Swipe to see the full table →

Because we may periodically add, remove, or change the specific third-party tools we use, we do not maintain an exhaustive list of every individual cookie name within this policy. Where our cookie preference centre is available, it will generally provide more granular, up-to-date detail about the specific cookies in use at any given time.

5.1 How Long Cookies Last

The retention period for a given cookie depends on its purpose. Session cookies, as noted in Section 2, are deleted automatically when you close your browser. Persistent cookies remain on your device for a defined period — which, as indicated above, is typically measured in months rather than years for the cookies we use — after which they expire automatically, or until you delete them manually through your browser settings, whichever happens first. We periodically review the retention periods applied to our cookies to ensure they remain proportionate to their purpose.

6. Third-Party Cookies

Some cookies on our website and Platform are placed by third parties, such as analytics providers, customer support tools, and, where applicable, advertising partners. These third parties may use cookies, pixels, and similar technologies to collect information about your use of our website and other websites, in accordance with their own privacy and cookie policies.

We do not control the cookies placed by these third parties, and we encourage you to review their respective privacy and cookie policies for more information about how they use cookies and other tracking technologies. Where we use a payment processor such as Stripe to handle Subscription payments, Stripe may also place cookies as part of its own payment and fraud-prevention processes, in accordance with Stripe's own cookie and privacy policies.

6.1 Categories of Third-Party Providers

The categories of third-party providers whose cookies you may encounter on our website and Platform can include: website analytics providers, used to understand aggregate traffic and usage patterns; customer support and live chat providers, used to enable support conversations initiated from within the Platform; payment processing providers, principally Stripe, used to process Subscription payments securely; and, where applicable, advertising and marketing technology providers, used to measure the performance of our marketing campaigns. We only work with third-party providers who are contractually required to handle any personal data collected through their cookies in a manner consistent with applicable data protection law.

6.2 Reviewing Third-Party Practices

Because third-party providers may update their own cookie practices independently of any changes we make to our website or Platform, we recommend periodically reviewing the privacy and cookie policies of the specific third parties listed in our cookie preference centre if you want the most current detail on how a particular provider uses the information its cookies collect.

7. Cookies and the Nexvisory Platform Specifically

Because Nexvisory is a Platform that our Customers log into to manage business-critical information — including customer records, project data, HR records, and financial records — a number of cookies used within the Platform (as distinct from our public marketing website) are strictly necessary to enable secure, reliable access to your Account. These include cookies used to:

• Authenticate your identity and maintain your session as you move between different areas of the Platform, such as the CRM, project management, HR administration, and financial record-keeping tools;
• Protect against cross-site request forgery and other security threats;
• Remember Account-level preferences, such as your selected Subscription workspace, where applicable.

Because these cookies are necessary for the secure and reliable operation of the Platform once you are logged in, disabling them is likely to prevent the Platform from functioning correctly, and may affect your ability to access or use features you rely on for your business.

7.1 Cookies Across Different Areas of the Platform

Because Nexvisory brings together several distinct areas of functionality — CRM, project management, HR administration, and financial record-keeping — the same underlying session and security cookies are used consistently across all of these areas, rather than different cookies applying to different modules of the Platform. This means that, once you are logged in, your session is maintained as you move between managing a customer record, updating a project task, reviewing an employee file, or checking an invoice, without requiring you to re-authenticate each time you switch between these areas.

7.2 Multi-User Accounts

Where a Subscription permits multiple Authorised Users, each Authorised User's browser session is managed independently through its own set of session cookies, tied to that individual's own login credentials. This helps ensure that actions taken within the Platform, such as creating a task or updating a customer record, can be correctly attributed to the Authorised User who performed them.

8. How to Manage Your Cookie Preferences

8.1 Our Cookie Preference Centre

Where required by applicable law, we provide a cookie banner or preference centre when you first visit our website, allowing you to accept or reject non-essential cookies, and to adjust your preferences at any time thereafter. You can typically access this preference centre through a link in the footer of our website, or by clearing your existing cookie consent and revisiting the site.

8.2 Browser Settings

Most web browsers allow you to control cookies through their settings, including options to block cookies entirely, block third-party cookies only, or delete cookies that have already been set. Because the process for doing so varies between browsers, we recommend consulting your browser's help documentation for specific instructions. Please note that if you choose to block all cookies, including strictly necessary ones, you may not be able to access certain parts of our website or use the Platform at all.

8.3 Opting Out of Analytics and Advertising Cookies

Where we use third-party analytics or advertising tools that offer their own opt-out mechanisms, we will make reasonable efforts to indicate this in our cookie preference centre. You may also be able to manage certain advertising cookies through industry opt-out tools provided by relevant advertising trade bodies, where applicable to your region.

8.4 Do Not Track Signals

Some browsers offer a "Do Not Track" feature that lets you signal to websites that you do not want your online activities tracked. Because there is not yet a common industry standard for how to interpret these signals, our website does not currently respond to Do Not Track browser signals in a uniform way. We recommend using the cookie preference centre and browser settings described above to manage your preferences directly.

8.5 Mobile Devices

If you access our website or the Platform through a mobile browser, similar cookie and storage mechanisms apply, and you can generally manage your preferences through your mobile browser's settings in much the same way as on a desktop browser. Where we offer a dedicated mobile application in the future, a separate section of our Privacy Policy or a supplementary notice will explain how equivalent technologies, such as mobile device identifiers, are used within that application.

8.6 Impact of Declining Cookies on Support

If you decline functionality cookies, certain support features embedded within the Platform, such as an in-app chat widget, may not remember your conversation history between visits, and you may need to re-introduce your query if you navigate away and return later. This does not affect your ability to contact our support team by email, as described in Section 15.

9. Cookies in Marketing Emails

In addition to cookies placed on our website and Platform, certain emails we send — such as marketing communications you have consented to receive — may include pixel tags that let us know whether the email has been opened and whether any links within it have been clicked. This information helps us understand the effectiveness of our email communications and improve their relevance. You can opt out of marketing emails at any time by clicking the "unsubscribe" link included in those emails, as described further in our Privacy Policy. Please note that transactional or administrative emails relating to your Account, such as billing notices or security alerts, are not affected by this opt-out, as they are necessary for us to provide the Service.

10. Legal Basis for Using Cookies

Where the UK GDPR, the EU GDPR, the Privacy and Electronic Communications Regulations, or similar applicable law requires it, we rely on your consent to place non-essential cookies (such as analytics, functionality, and marketing cookies) on your device, which you can provide or withdraw through our cookie preference centre as described in Section 8. Strictly necessary cookies do not require consent, as they are essential to provide the website and Platform functionality you have requested, but we still aim to be transparent about their use through this policy.

10.1 Records of Consent

Where we rely on your consent for non-essential cookies, we keep a record of the choices you make through our cookie preference centre, so that we can demonstrate compliance with applicable consent requirements and honour your preferences on subsequent visits. You can review or change your consent choices at any time as described in Section 8.

11. Children and Cookies

The Platform is intended for use by businesses and individuals acting in a business capacity, and our website and cookie practices are not directed at children. We do not knowingly use cookies to collect personal data from individuals under the age of 18 for marketing or profiling purposes.

12. International Visitors

If you access our website or the Platform from outside the jurisdiction in which Nexvisory operates, please be aware that cookies and similar technologies may result in the transfer of information, including personal data derived from your device, to other countries, which may have different data protection laws than those in your own country. Further information about how we handle international data transfers is set out in our Privacy Policy.

13. Updates to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in the cookies and similar technologies we use, changes in applicable law, or changes to our website and Platform. Where changes are material, we will provide reasonable notice, such as by posting an updated version on our website with a revised "Last updated" date, or by seeking your renewed consent through our cookie preference centre where required by applicable law. We encourage you to review this Cookie Policy periodically to stay informed about our use of cookies.

14. Frequently Asked Questions

Will Nexvisory work if I block all cookies? Blocking all cookies, including strictly necessary ones, is likely to prevent core functionality of our website and the Platform from working correctly, including the ability to log in and remain logged in to your Account. We recommend allowing strictly necessary cookies even if you choose to decline other categories.

Do cookies used on the Platform access my business data? No. The cookies described in this policy relate to how your browser interacts with our website and Platform infrastructure — such as maintaining your login session or remembering your display preferences — rather than to the Customer Data you store within the Platform, such as customer records, project details, HR records, or financial information. Please refer to our Privacy Policy for information about how Customer Data is handled.

Can I change my cookie preferences after my first visit? Yes. You can update your preferences at any time through our cookie preference centre, typically accessible via a link in the footer of our website, or by adjusting your browser settings as described in Section 8.

Does Stripe set its own cookies? Yes. Where Stripe is used to process Subscription payments, Stripe may set its own cookies as part of its payment processing and fraud-prevention systems, in accordance with Stripe's own cookie and privacy policies, which are separate from this Cookie Policy.

What happens if I clear my cookies while logged in? Clearing your browser's cookies will typically log you out of your Account, since the session cookie that keeps you logged in will be removed along with everything else. You will need to log back in using your Account credentials, but your Customer Data stored within the Platform itself will not be affected, as it is stored on our servers rather than in your browser.

Does declining marketing cookies stop me from receiving Account emails? No. Declining marketing or advertising cookies on our website has no effect on the transactional and administrative emails associated with your Account, such as billing notices, renewal reminders, or security alerts, which are sent based on your Account settings rather than website cookies. You can manage your email marketing preferences separately, as described in Section 9 and in our Privacy Policy.

15. Contact Us

If you have any questions about this Cookie Policy or our use of cookies and similar technologies, please contact us at: