Cookie Policy

Last Updated: May 25, 2026

About Our Cookies

This Cookie Policy explains how Azul Financials uses cookies and similar tracking technologies when you browse our site or use our financial client portals.

1What Are Cookies?

Cookies are tiny text files containing small amounts of data that are downloaded to your desktop, tablet, or smartphone when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another site that recognizes that cookie.

Cookies perform many different and helpful tasks, such as letting you navigate between web pages efficiently, remembering your portal preferences, and generally improving your online user experience.

2How We Use Cookies

We utilize cookies to track platform performance, secure user dashboards, and evaluate marketing campaign conversions. We categorize cookies as follows:

  • Strictly Essential Cookies: Indispensable for navigating the site and utilizing portal security modules. Without these, secure sessions cannot be maintained.
  • Performance & Analytics: Aggregate anonymous browsing logs to help us evaluate page load speeds, active routes, and content engagement.
  • Functional Cookies: Remember your dashboard configurations, preferred currency settings, or email usernames to prevent repeat keying.
  • Targeting & Advertising: Monitor user reactions to promotional banners to serve relevant Azul services and optimize marketing overhead.

3Strictly Essential Cookies

These cookies are automatically active because the platform cannot function securely without them:

Cookie ProviderPurposeDuration
Azul Portal AuthEnforces client login security, maintaining active dashboard sessions safely.Session
Plaid integrationValidates transaction stream sync sequences when banking feeds are activated.Persistent
Stripe PaymentsSecures subscription signups and prevents credit card fraudulent cycles.1 Year

4Analytics & Performance Cookies

We utilize analytics sub-processors to understand traffic patterns and solve technical UI bugs:

  • Google Analytics: Collects anonymous session sequences, page traffic ratios, and geographic location brackets. This contains no personal identify records.
  • HubSpot & Hotjar: Provides insights on how users scroll through resources or help documentation, letting us iterate on navigation paths.

5Targeting & Advertising Cookies

We place pixels to evaluate marketing investments across Facebook, Google, and LinkedIn:

These tracking keys record whether you viewed our bookkeeping plans or requested a consultation. They help customize our advertising banners, ensuring you do not see redundant announcements.

6How to Control Cookies

You maintain full control over cookie storage. You can block or delete tracking keys at any time:

  • Browser Configurations: You can adjust browser options (e.g. Chrome, Safari, Edge) to systematically reject third-party tracking or alert you before storage occurs.
  • Do-Not-Track Signalling: Our website respects standard Do-Not-Track (DNT) header variables.
  • Opt-Out Extensions: You can download standard Google Analytics opt-out extensions to block reporting scripts.

Please note that blocking essential cookies will disrupt portal security sessions, making it impossible to access secure bookkeeping screens or complete payments.

7Updates to this Cookie Policy

We may update this Cookie Policy from time to time to match alterations in our integration structures or browser security standards.

We advise checking this page periodically to keep informed on our ongoing tracking practices.

8Legal Contact Information

If you have questions, comments, or concerns regarding this Cookie Policy, please contact our data safety team at:

Direct Line

310 651 7673

Corporate Address

Azul Financials Inc., 16514 Jersey St, Granada Hills, CA 91344

Cookie Compliance

Want to know how we keep user sessions private?

Read our complete privacy policy page or connect with our platform support desk for integration deep-dives.