Privacy Policy

How Pilot handles data for Xero Connector by Meridian.

Effective August 11, 2026. This Privacy Policy describes how Pilot.com, Inc. (“Pilot”) handles information through the Xero Connector by Meridian (“Connector”).

Data we collectHow does Pilot use this data?Does Pilot retain this data?Does Pilot share this data?
Accounting data requested through the ConnectorTo provide the ConnectorNo. Retention in the AI service and Xero depends on your settings.No. You direct the sharing of this information through the Connector.
Name and verified email associated with Xero account of person signing in

To provide the Connector

To send you marketing communications about the Connector or other Pilot products or services

Yes. You can opt out of marketing communications and/or request deletion of this data from our marketing systemsYes, in the ordinary course with service providers (e.g., AWS) that enable the Connector and Pilot’s marketing operations
Your Xero account identifierTo provide the ConnectorYesYes, in the ordinary course with service providers (e.g., AWS) that enable the Connector.
Identifiers and labels for connected Xero organizationsTo provide the ConnectorYes, in encrypted form while the Xero organization is connectedYes, in the ordinary course with service providers (e.g., AWS) that enable the Connector
Encrypted Xero OAuth credentialsTo provide the ConnectorYes, in encrypted form while the Xero organization is connected

Yes, in the ordinary course with service providers (e.g., AWS) that enable the Connector

Your Xero credentials are never shared with the connected AI service

Limited usage, security, and diagnostic informationTo operate and secure the Connector and provide supportYes. Pilot retains limited operational logs for as long as reasonably necessary to operate and protect the service, investigate incidents, provide support, and satisfy legal obligationsYes, in the ordinary course with service providers (e.g., AWS) that enable the Connector

We may also use or share any of the above information to comply with any obligations imposed by law or to prevent or address fraud or abuse of the Connector. Information retained in Pilot’s records may be shared similarly to other business data in the context of Pilot undergoing a transformative corporate event such as a change of control or bankruptcy.

The Connector is intended for business (and not personal) use by users in the United States.

If you have any questions, please reach out to xero-mcp@pilot.com.