How we protect client data
A plain description of what Bookkeep AI does today. Questions? Contact us.
Bank connections (Plaid)
- Bank and card accounts connect through Plaid. You sign in to your bank inside Plaid's window — Bookkeep AI never sees or stores your online banking username or password.
- The connection token Plaid issues is kept on our servers and cannot be read from the browser.
- You can remove a bank connection from the client workspace at any time, which stops syncing for that account.
Data encryption
- All traffic between your browser and Bookkeep AI is encrypted with HTTPS.
- Data is stored on managed cloud database infrastructure that encrypts data at rest.
Who can access client data
- Database access rules restrict every client record to the firm account that owns it. Other firms cannot read or change it.
- Your clients only see what you share through their invite to the client portal, such as the questions you send them.
- The Ledger AI assistant works only on your own firm's data. Any action that changes data shows an approval card and runs only after you approve it.
- Changes to business records are written to an audit log you can review on each client's Activity page.
Data export
- You can export a client's data as an Excel workbook, download reports as PDF or Excel, and generate a books-to-tax export for your CPA.
Account and data deletion
- Deleting a client in the app removes that client and its related records.
- To delete your whole account, email hello@bookkeepai.app from the address on the account and we will delete it.
We never sell data
- We do not sell your data or your clients' data. We share it only with the service providers needed to run the product, as described in our Privacy Policy.
See also our Privacy Policy.