Privacy Policy
Last updated: August 2, 2026
Bookkeep AI is used by bookkeeping firms to keep books for their clients. That means we handle sensitive financial records on your behalf. This page explains what we collect, why we collect it, and what control you have over it.
What we collect
Account information you provide: name, email address, firm name, and billing details processed by our payment provider.
Financial data you or your clients import: bank and card transactions from connected institutions, uploaded CSV and Excel files, chart of accounts, journal entries, and documents you attach.
Usage data: pages viewed, features used, and diagnostic logs used to keep the product working and secure.
How we use it
To operate the product: import transactions, categorize them, generate statements, and run the AI assistant on your own data.
To support you: respond to requests, investigate errors, and send service notices about your account.
To improve reliability and security: aggregate, de-identified diagnostics. We do not sell your data, and we do not use your clients' financial records to train third-party models for anyone else's benefit.
Bank connections
Bank and card connections are established through Plaid. Bookkeep AI never receives or stores your online banking username or password.
You can disconnect an institution at any time from the client workspace; we stop syncing immediately.
Sharing
We share data only with the service providers needed to run the product: hosting and database infrastructure, the bank aggregation provider, the payment processor, the transactional email provider, and the AI model provider that powers the assistant.
We disclose data when required by law, and we will tell you unless we are legally prohibited from doing so.
Retention and deletion
We keep your data for as long as your account is active. When you delete a client or close your account, we remove the associated records from active systems and purge backups on our normal backup rotation.
You can export your ledger, statements, and transaction history at any time before deleting.
Your choices
Access, correct, export, or delete your data from within the app, or by contacting support.
Unsubscribe from non-essential email using the link in any message. Service and security notices continue while your account is open.
Contact
Questions about this policy or a data request? Use the in-app support chat, or reply to any email you receive from us and it will reach the team.