Security and your data
Where your books live, who can see them, and exactly what the AI receives. In plain words.
Stored in Canada
Ledger, documents and backups in a Canadian data centre (AWS Canada Central).
Two-step sign-in
Required for every user, every time.
Access by role
Owner, accountant, bookkeeper and viewer each see only what they need.
Full audit log
Every change recorded: who or what, and when.
AI that only suggests
Nothing reaches your books until a person accepts it. You can switch the AI off.
Leave with everything
Export your ledger, documents and audit log at any time.
What goes where
| Data | Where it is processed |
|---|---|
| Your ledger, documents and backups | Stored in a Canadian data centre |
| AI assistant (Anthropic Claude) | Bank line dates, amounts and descriptions, account names, contact names and documents you upload, processed outside Canada. Account numbers are masked; no SIN or passwords are sent. |
| Bank feeds, when you connect one | A regulated bank-data provider under contract. Statement uploads stay in Canada. |
| Email delivery | An email provider under contract |
Privacy law
We follow Canada's federal privacy law (PIPEDA) and Quebec's Law 25. Our privacy policy lists every service provider that processes your data.
Questions about security?
Ask us anything before you connect a single account.